Associate, Lifetime Financial Security Program
Milken Institute, Washington, District of Columbia, United States
About The Milken Institute
The Milken Institute is a globally minded, publicly supported, non-partisan, and nonprofit think tank headquartered in Santa Monica, with offices in Washington, DC, New York, London, Abu Dhabi, and Singapore. For the past three decades, the Milken Institute has served as a catalyst for practical, scalable solutions to global challenges by connecting human, financial, and educational resources to those who need them. Guided by a conviction that the best ideas, under-resourced, cannot succeed, we conduct research and analysis and convene top experts, innovators, and influencers from different backgrounds and competing viewpoints. We leverage this expertise and insight to construct programs and policy initiatives. These activities are designed to help people build meaningful lives, in which they can experience health and well-being, pursue effective education and gainful employment, and access the resources required to create ever-expanding opportunities for themselves and their broader communities.
We host more than 200 events each year, with our annual flagship event, Global Conference, bringing together 4,500+ participants from around the world, featuring more than 900+ speakers throughout 200+ sessions over the course of the event.
About MI Finance
MI Finance is a part of the Milken Institute, a non-profit, nonpartisan think tank that helps people build meaningful lives in which they can experience health and well-being, pursue effective education and gainful employment, and access the resources required to create ever-expanding opportunities for themselves and their broader communities. More specifically, MI Finance promotes financial market understanding and works to expand access to capital, strengthen and deepen financial markets, and develop innovative financial solutions to the most pressing global challenges.
About The Position
Reporting to the Director of the Lifetime Financial Security (LFS) Program MI Finance, the Associate will be responsible for the following activities:
Preparing for convenings and events by engaging in a variety of event planning activities, including helping secure venues, creating participant lists, conducting outreach to participants, assisting onsite, and working with the Milken Institute Events Team on all event details and as the point of contact when needed, among other things.
Assisting with discrete research related to financial security with a focus on financial platforms and AI, retirement planning, and debt management, as directed by the LFS Program Lead, among other things.
Participating in team strategic planning and assisting with the creation of strategic planning documents.
Assisting with the finalization of reports, white papers, website materials, and comment letters.
Assisting with data analysis.
Coordinating on LFS Program updates for the Milken Institute Website.
Entering relationship information into Salesforce.
Assisting with travel plans through the Concur system.
Preparing materials for events and private dialogues.
Other activities as assigned by the direction of the LFS Program.
Requirements
Bachelor’s degree required. Preference for a major in business, finance, economics, or public policy.
General understanding of the US business landscape with an interest in learning about the financial markets.
A minimum of two years of experience, including relevant internships.
A growth mindset with the goal of developing a career at an impactful, global think tank.
Detail-oriented with the ability to exercise mature judgement in working with high-level professionals in business and finance.
Excellent written and verbal communication skills.
Skills in PowerPoint, Concur, and Spreadsheet Development.
Strong proof-reading skills.
Cooperative spirit and ability to jump in to assist with any last‑minute details to ensure that events, speaking engagements, research, and media interviews go well.
Interest in global issues.Desire to do meaningful work that helps Americans and citizens around the world secure their financial futures.
We’re Looking For Professionals Who Are
Outcome-focused and strategic: The chosen leader will be passionate about applied research, clear outcomes, internal team building, and the value of strategic partnerships and innovation.
Collaborative leaders: The winning candidate will have a proven track record for developing emerging talent and driving innovation in the policy and finance arena, both at the federal, state, and local levels.
Analytical, creative, and rigorous thinkers: We are seeking a detail-oriented and flexible problem solver who can synthesize diverse streams of information and switch comfortably between academic and real-world thinking.
Roll-up-your-sleeves executors and adaptive thinkers: MI leaders are comfortable with engaging in ambitious projects and for refinement and adaptation along the way to reach key metrics.
Team players: MI leaders collaborate well with multidisciplinary teams across the Institute, comfortably taking leadership when necessary as well as following directions.
Working Conditions & Travel Requirements
This position will work in a professional office environment on a hybrid schedule consisting of three (3) days per week reporting in-person to the Washington, DC office location (Tuesday – Thursday), with the remaining two (2) days working remotely. Please understand, this schedule is subject to change at the Institute’s sole discretion.
This person will also be required to travel occasionally to other offices and/or venues to assist with events as needed, requiring occasional work outside of traditional hours. Additionally, this position requires interacting virtually on a regular basis with Milken Institute staff based in other locations in the United States and around the world.
Note
The statements herein are intended to describe the overall 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.
We are interested in qualified candidates who are eligible to work in the United States. Please note, we are not sponsoring visas at this time, being authorized to work in the U.S. is a precondition of employment.
Our Culture
The Milken Institute is proud to provide equal employment opportunities to all employees and qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, disability or status as a veteran. Every person at the Milken Institute is treated with respect, supported with resources and training, and exposed to a broad range of experiences. We foster a space for growth with opportunities to share knowledge and passion with both clients and colleagues. We are committed to building a diverse workforce and creating an inclusive environment where everyone can thrive. Our leadership is actively involved in our commitment to diversity and inclusion, and fostering a culture that creates opportunities for everyone.
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan - 403b (5% match)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Personal, Vacation, Sick & Public Holidays)
Family Leave (Maternity & Paternity)
Fertility Support
Short-Term & Long-Term Disability
Flexible Spending Account (FSAs)
Pet Insurance Discount
Training & Development:
LinkedIn Learning – over 15,000 self‑guided classes offered
Annual Mentor Program
Wellness Resources:
Employee Assistance Program
CALM app membership
#J-18808-Ljbffr
The Milken Institute is a globally minded, publicly supported, non-partisan, and nonprofit think tank headquartered in Santa Monica, with offices in Washington, DC, New York, London, Abu Dhabi, and Singapore. For the past three decades, the Milken Institute has served as a catalyst for practical, scalable solutions to global challenges by connecting human, financial, and educational resources to those who need them. Guided by a conviction that the best ideas, under-resourced, cannot succeed, we conduct research and analysis and convene top experts, innovators, and influencers from different backgrounds and competing viewpoints. We leverage this expertise and insight to construct programs and policy initiatives. These activities are designed to help people build meaningful lives, in which they can experience health and well-being, pursue effective education and gainful employment, and access the resources required to create ever-expanding opportunities for themselves and their broader communities.
We host more than 200 events each year, with our annual flagship event, Global Conference, bringing together 4,500+ participants from around the world, featuring more than 900+ speakers throughout 200+ sessions over the course of the event.
About MI Finance
MI Finance is a part of the Milken Institute, a non-profit, nonpartisan think tank that helps people build meaningful lives in which they can experience health and well-being, pursue effective education and gainful employment, and access the resources required to create ever-expanding opportunities for themselves and their broader communities. More specifically, MI Finance promotes financial market understanding and works to expand access to capital, strengthen and deepen financial markets, and develop innovative financial solutions to the most pressing global challenges.
About The Position
Reporting to the Director of the Lifetime Financial Security (LFS) Program MI Finance, the Associate will be responsible for the following activities:
Preparing for convenings and events by engaging in a variety of event planning activities, including helping secure venues, creating participant lists, conducting outreach to participants, assisting onsite, and working with the Milken Institute Events Team on all event details and as the point of contact when needed, among other things.
Assisting with discrete research related to financial security with a focus on financial platforms and AI, retirement planning, and debt management, as directed by the LFS Program Lead, among other things.
Participating in team strategic planning and assisting with the creation of strategic planning documents.
Assisting with the finalization of reports, white papers, website materials, and comment letters.
Assisting with data analysis.
Coordinating on LFS Program updates for the Milken Institute Website.
Entering relationship information into Salesforce.
Assisting with travel plans through the Concur system.
Preparing materials for events and private dialogues.
Other activities as assigned by the direction of the LFS Program.
Requirements
Bachelor’s degree required. Preference for a major in business, finance, economics, or public policy.
General understanding of the US business landscape with an interest in learning about the financial markets.
A minimum of two years of experience, including relevant internships.
A growth mindset with the goal of developing a career at an impactful, global think tank.
Detail-oriented with the ability to exercise mature judgement in working with high-level professionals in business and finance.
Excellent written and verbal communication skills.
Skills in PowerPoint, Concur, and Spreadsheet Development.
Strong proof-reading skills.
Cooperative spirit and ability to jump in to assist with any last‑minute details to ensure that events, speaking engagements, research, and media interviews go well.
Interest in global issues.Desire to do meaningful work that helps Americans and citizens around the world secure their financial futures.
We’re Looking For Professionals Who Are
Outcome-focused and strategic: The chosen leader will be passionate about applied research, clear outcomes, internal team building, and the value of strategic partnerships and innovation.
Collaborative leaders: The winning candidate will have a proven track record for developing emerging talent and driving innovation in the policy and finance arena, both at the federal, state, and local levels.
Analytical, creative, and rigorous thinkers: We are seeking a detail-oriented and flexible problem solver who can synthesize diverse streams of information and switch comfortably between academic and real-world thinking.
Roll-up-your-sleeves executors and adaptive thinkers: MI leaders are comfortable with engaging in ambitious projects and for refinement and adaptation along the way to reach key metrics.
Team players: MI leaders collaborate well with multidisciplinary teams across the Institute, comfortably taking leadership when necessary as well as following directions.
Working Conditions & Travel Requirements
This position will work in a professional office environment on a hybrid schedule consisting of three (3) days per week reporting in-person to the Washington, DC office location (Tuesday – Thursday), with the remaining two (2) days working remotely. Please understand, this schedule is subject to change at the Institute’s sole discretion.
This person will also be required to travel occasionally to other offices and/or venues to assist with events as needed, requiring occasional work outside of traditional hours. Additionally, this position requires interacting virtually on a regular basis with Milken Institute staff based in other locations in the United States and around the world.
Note
The statements herein are intended to describe the overall 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.
We are interested in qualified candidates who are eligible to work in the United States. Please note, we are not sponsoring visas at this time, being authorized to work in the U.S. is a precondition of employment.
Our Culture
The Milken Institute is proud to provide equal employment opportunities to all employees and qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, disability or status as a veteran. Every person at the Milken Institute is treated with respect, supported with resources and training, and exposed to a broad range of experiences. We foster a space for growth with opportunities to share knowledge and passion with both clients and colleagues. We are committed to building a diverse workforce and creating an inclusive environment where everyone can thrive. Our leadership is actively involved in our commitment to diversity and inclusion, and fostering a culture that creates opportunities for everyone.
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan - 403b (5% match)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Personal, Vacation, Sick & Public Holidays)
Family Leave (Maternity & Paternity)
Fertility Support
Short-Term & Long-Term Disability
Flexible Spending Account (FSAs)
Pet Insurance Discount
Training & Development:
LinkedIn Learning – over 15,000 self‑guided classes offered
Annual Mentor Program
Wellness Resources:
Employee Assistance Program
CALM app membership
#J-18808-Ljbffr