Associate, Investments and Portfolio

About Upaya Social Ventures Upaya Social Ventures is a registered 501(c)(3) nonprofit organization dedicated to building a dignified economy where every person has access to safe, stable, and fulfilling work. Founded in 2011, the organization invests in and supports early-stage businesses that create sustainable livelihoods for people living in extreme poverty, with a specific focus on ensuring that enterprise growth directly translates into opportunity and inclusion for marginalized communities. The organization operates through an award-winning, impact-first model that identifies and nurtures often-overlooked entrepreneurs who are transforming local economies through jobs that are inclusive, resilient, and rewarding. Upayas portfolio companies have created over 100,000 dignified jobs across India since its inception, demonstrating significant traction in its mission. The organization has set an ambitious goal to reach 300,000 or more jobs by 2030 through investment in over 100 companies. Guided by a compassionate yet output-driven culture, the Upaya team combines deep empathy for the communities it serves with a relentless focus on results and accountability. The organizations work spans multiple programs including Catalytic Investments, the Dignified Jobs Accelerator, the Dignified Jobs Collaborative, the Technical Assistance Facility, and the ClimaFii Alliance. Upaya maintains offices in both Seattle, Washington and Bangalore, Karnataka, reflecting its dual focus on impact investing and direct engagement with enterprises and communities across India. About this Role Upaya Social Ventures is seeking a full-time Associate to join its Investment and Portfolio team in Bangalore, India. This role will be central to sourcing, evaluating, investing, and growing impact-first investments aligned with Upayas mission of creating dignified jobs and sustainable livelihoods. The Associate will work closely with the investment team and portfolio companies to ensure alignment with Upayas goals of financial sustainability and lasting social impact. This position requires strong financial acumen, analytical thinking, and a genuine passion for supporting early-stage entrepreneurs operating in challenging market contexts. The Associate will play a key role in identifying promising enterprises, conducting comprehensive due diligence, and monitoring portfolio performance to drive both financial returns and social outcomes. The expected start date is as early as possible, no later than October 1, 2026, and the position reports directly to the Director of Investments and Portfolio. Responsibilities Identify promising early-stage enterprises aligned with Upayas mission through proactive sourcing, networking, and partnerships Conduct financial, operational, and impact due diligence, including deep dives into market, product, team, and scalability Design key indicators that best capture the financial and social performance of Upayas portfolio, conduct real-time analysis, and assist with visualization and external reporting when needed Review financial statements of portfolio partners and report key performance metrics and trends across categories Requirements 4 to 8 years of post-qualification work experience as a finance professional in an investment fund, investment banking, financing company, or consulting firm Masters degree preferred in MBA, Masters in Finance, Accounting, or another relevant postgraduate degree in finance Demonstrated proficiency in financial statement analysis and financial modelling Experience analyzing companies and business models Excellent analytical and organizational skills High level of proficiency in MS Excel and competence in MS Office; experience with Google Sheets is a plus Impact investing experience is an advantage Strong relationship building skills, especially with regards to working closely with early-stage entrepreneurs Strong written and verbal communication with fluency in English; fluency in other languages is a plus Comfortable with travel to partner locations, especially far-away places such as north-eastern states of India and impoverished communities Strong work ethic and steadfast commitment to Upayas values Benefits Opportunity to work with an award-winning impact investing organization Direct involvement in creating dignified jobs and sustainable livelihoods for people living in extreme poverty Exposure to diverse early-stage enterprises and entrepreneurial ecosystems across India Collaborative work environment combining empathy with results-driven accountability Access to a growing portfolio of innovative social enterprises Potential for professional growth within an expanding organization with ambitious impact goals ImpactAlphas hard-working, AI-powered jobs bot generated this snappy summary from its original post. Click Apply Now to view the full .