Associate, Innovative Finance

Location: Santa Monica, CA
Department: Financial Innovations Labs®

About the Milken Institute

The Milken Institute is a globally focused, publicly supported, non-partisan and nonprofit think tank headquartered in Santa Monica, California. Its mission is to improve lives around the world by advancing innovative economic and policy solutions that create jobs, widen access to capital and enhance health.

One of the most important ways we accomplish our mission is through the exchange of ideas with leaders from around the world at our educational roundtables, forums, financial innovations labs, seminars and conferences, including our biggest event, the annual Global Conference. These events, and our ability to bring together diverse and innovative thought leaders and decision-makers to help solve some of the world's biggest challenges, are vital to our success.

About Financial Innovations Labs®

Innovative Finance is a core component of the Institute’s research. Through our Financial Innovations Lab series, we tackle a specific financing gap or market failure which requires a blending of public and private capital. Each project entails conducting extensive research on the financing gap, barriers to investment, and potential innovative models to address the gap. The Institute engages stakeholders to test the viability of each of the models and convenes a series of roundtables to flesh out design and implementation. Each project culminates with an extensive report that gives a detailed description of the design and implementation of financing models.

In addition to the Labs, the Financial Innovations team is responsible for the work the Institute does in impact investing, largely in terms of identifying and engaging key investors, entrepreneurs, and philanthropists in the space. Through public and private programming at our conferences, the team is able to highlight key issues, new developments, and provide a platform for informing investors about investing in social impact.

The Position

We are looking for an associate to work with our Innovative Finance team. The team works on projects that explore innovative financing models to address a variety of social and economic challenges. The ideal candidate will have an interest in finance and policy, as well as an appetite for working on projects that span sectors and regions. The individual in this role will have excellent attention to detail and organizational skills. S/he will be enthusiastic to work in various areas of the social sector across the globe and will have a strong interest in finance and capital markets.


  • Assist in conducting background research for Financial Innovations Labs and other innovative finance and impact investing work, as appropriate.
  • Track Lab participants and outreach and maintain invitee lists and bios.
  • Act as point person for Lab logistics: room setup, tent cards, printed materials, catering, audio visual needs, parking, etc.
  • Work with the team to help prepare presentations for Lab events.
  • Conduct research on potential panelists and discussants for Milken Institute conferences.
  • Create and update a project timeline to keep track of tasks and fundraising goals for the team.
  • Update quarterly newsletter highlighting the work of the Financial Innovations team and significant updates in the field of impact investing.
  • Provide support for sponsors and corporate supporters throughout the year by building relationships with key contacts and being responsive to their requests, particularly in preparation for and during major conferences and Labs, with regular communication around logistics of their conference engagement and proactively managing these relationships
  • Assist with general administrative tasks for the Financial Innovations team as needed.


  • A proactive, highly organized, detail oriented and enthusiastic development professional with a minimum of two (2) years of relevant experience in finance, public policy, or economics.
  • Team-oriented individual who seeks out tasks when work is completed and assists colleagues to ensure goals, requirements and deadlines are achieved.        
  • An attitude of "no job is too small" and an attention to detail that ensures rewarding experiences and outcomes for supporters and other stakeholders.                                                                                                                                                   
  • A self-starter who can research, analyze and synthesize data and follow-through on all areas of responsibility.
  • Outstanding written and oral communication skills.
  • Ability to organize and execute events.
  • Proficiency in Microsoft PowerPoint, Word, Outlook, and Excel; Salesforce experience is a plus.
  • Ability to work as part of a team and perform under deadline pressure.
  • Bachelor’s degree required, preferably in economics, business or international relations.

The Milken Institute offers an excellent benefit package including medical/dental, LTD, Life, Flex Spending Program, 403(b) tax-deferred retirement savings plan, and company gym. E.O.E.

Only applicants meeting minimum qualifications for the position will be considered. Successful completion of a background check is required for employment in this position. No phone calls, please.

Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.  Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

Please submit a cover letter and resume - all applications materials should be attached as PDF files. Any application that does not include both a cover letter and a resume saved as PDFs will be rejected.  Only applicants meeting minimum qualifications for the position will be considered. Successful completion of a background check is required for employment in this position. No phone calls, please.


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