Investment Associate

🕒 il y a 1 mois

🇺🇸 États-Unis – Télétravail

💵 $100 000 - $125 000 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💸 Planification et Analyse Financières (FP&A)

🗣️🇺🇸🇬🇧 Anglais requis

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Repérée par Remote Rocketship il y a 1 mois

Toujours ouverte sur le site de World Education Services. Vérifiée il y a 3 heures.

Logo of World Education Services

World Education Services

201 - 500 employés

Fondée en 1974

📚 Éducation

🌍 Impact social

Education • Social Impact

World Education Services est une entreprise sociale non partisane qui fournit des services d'évaluation des diplômes internationaux largement reconnus, afin d'aider les étudiants, les professionnels, les immigrants et les réfugiés à faire reconnaître leur éducation étrangère aux États-Unis et au Canada. WES propose des rapports d'évaluation de diplômes (y compris des ECA pour l'immigration canadienne), des outils numériques comme iGPA et AccessWES, des travaux de recherche et de politiques, ainsi que des programmes à impact social et philanthropiques visant à améliorer l'inclusion économique et les parcours professionnels pour les nouveaux arrivants.

Description

• Support WES’ 100% mission-aligned investment portfolio, including catalytic and thematic investing strategies • Support pipeline development and conduct market research to identify high-quality investment opportunities • Contribute to investment due diligence across financial, strategic, and impact dimensions • Structure investment tools including debt, equity, guarantees, and recoverable grants • Support investment analysis, financial modeling, benchmarking, and portfolio monitoring • Prepare dashboards, reporting, forecasts, trend analyses, screening memos, and investment memos • Contribute to WES’ overarching investment strategy with the Investments team, leadership, and Board • Improve end-to-end investment processes, including pipeline management, diligence frameworks, portfolio monitoring, valuation processes, and reporting systems • Identify process gaps and implement scalable solutions with internal and external stakeholders • Manage project management and CRM systems supporting portfolio milestones and goals • Support portfolio monitoring, valuation, performance reporting, monthly Cash and Investment Reviews, and bi-annual Performance Monitoring and Valuation Analyses • Develop ad hoc analyses and risk assessments for internal stakeholders • Act as an internal connector and advocate for impact investing across WES teams and departments • Develop and execute a knowledge management strategy integrating investment activities and insights across WES • Provide ad hoc administrative support to the Senior Director, Investments • Support learning, knowledge sharing, and thought leadership among investee partners and the broader field • Report to the Senior Manager, Thematic Investments and work with WES departments, Executive Leadership Team members, and Board members

🎯 Exigences

• Bachelor’s degree in business, finance, or related field, or equivalent work experience • Experience in impact investing or an adjacent field such as venture capital, venture philanthropy, private equity, community development financing, fund investments, social enterprise development, investment banking, and/or private debt • 2+ years of related work experience or 1 year of work experience • Strong analytical and data management skills • Experience assessing situations, breaking down complex problems, identifying strategic tradeoffs, and applying learnings in a larger context • Strong project management skills and ability to manage multiple projects • Comfort working with financial statements • Experience conducting portfolio analysis, building models, and preparing clear summaries and visuals • Strong command of Microsoft Office, especially PowerPoint, Excel, Word, and OneDrive • Experience with Salesforce or other CRM systems, Tableau, and Google Apps • Excellent verbal and written communication skills • Good interpersonal skills, including tact, diplomacy, and flexibility • Experience building trust with diverse stakeholder groups • Entrepreneurial mindset and willingness to take calculated risks • Intellectual curiosity, openness to diverse ideas and perspectives, and interest in continued learning and professional development • Deep commitment to WES’ mission, trust-based investing, and centering JEDI in the work • MBA or Master’s degree in a related field is desired • Willingness to travel as needed to meet partners, attend conferences, and periodically visit WES’ New York City and Toronto offices

🏖️ Avantages

• Remote work options • Flexible scheduling • Generous time-off policies • Comprehensive wellness programs • Comprehensive benefits • Competitive compensation • Tangible rewards recognizing contributions • Learning opportunities • Personal and professional development • Career advancement opportunities • Comprehensive training programs • Tuition reimbursement opportunities • Employee-led resource groups • Town halls and collaborative team events • Meaningful volunteer opportunities • Inclusive, mission-driven culture • Reasonable accommodations during the recruitment process

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