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About the Role
The Investment Associate will support WES’ mission-aligned investment portfolio, including catalytic and thematic investing strategies. This role involves pipeline development, diligence activities, structuring investment tools, monitoring and evaluation, data analysis, partner support, and overall investment processes. The position contributes to a trust-based investment approach that shifts power to proximate leaders and collaborates with organizations in the impact investing and philanthropic fields. This role reports to the Senior Manager, Thematic Investments and will have significant exposure to WES executive leadership and the Board of Directors.
Responsibilities
- Originate new investment opportunities across catalytic and thematic portfolios, build strong pipeline channels, and conduct deep market research to identify high-quality investment opportunities.
- Contribute to investment due diligence across financial, strategic, and impact dimensions, synthesizing complex data into clear insights and recommendations.
- Support investment analysis, financial modeling, benchmarking, and portfolio monitoring, including dashboards, reporting, forecasts, and trend analysis.
- Contribute to WES' overarching investment strategy, alongside WES’ investment team, leadership, and board.
- Support the development of high-quality screening and investment memos, and other key materials, to enable decision-making.
- Contribute to the design and continuous improvement of WES’s end‑to‑end investment processes, including pipeline management, diligence frameworks, portfolio monitoring, valuation processes, and reporting systems; identify gaps and implement scalable solutions in partnership with internal and external stakeholders.
- Manage project management and CRM systems to support WES leaders in meeting and managing key milestones and goals related to its mission investing portfolio.
- Support the Investments Platform Manager in portfolio monitoring, valuation and performance reporting, supporting the development of monthly cash and investment reviews and bi-annual performance monitoring and valuation analyses, and developing ad-hoc analyses and risk assessments for internal stakeholders.
- Act as an internal connector and advocate for impact investing within the WES ecosystem, operating as a knowledgeable resource and fostering integration across WES’ teams and departments.
- Partner with the Investments Platform Manager to develop and execute a knowledge management strategy, integrating investment activities and insights across WES to advance organizational priorities and strategy.
- Partner with Senior Director, Investments on overall department leadership and management, providing ad hoc administrative support.
- Support dynamic learning, knowledge sharing, and thought leadership among WES’ investee partners and the broader field.
Requirements
- Bachelor’s Degree in Business, Finance, or related field, or equivalent work experience.
- Experience as an investment professional with 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.
- Demonstrated strong analytical and data management skills to assess situations, break down complex problems, identify strategic tradeoffs, and apply learnings in a larger context.
- Exceptional project management skills, ability to thrive on a dynamic team, deliver high-quality work, enjoy managing multiple projects, and possess a strong learning orientation.
- Comfort working with and drawing insights from financial statements, conducting portfolio analysis, building models, and preparing clear summaries and visuals.
- Strong command of technology tools, including Microsoft Office (especially PowerPoint, Excel, Word, and OneDrive), Salesforce or other CRM systems, Tableau, and Google Apps.
- Excellent verbal and written communication skills that convey complex information, including quantitative and qualitative data, to stakeholders in compelling and adaptive formats.
- Good interpersonal skills, including tact, diplomacy, and flexibility, and demonstrated experience building trust with diverse stakeholder groups.
- Possess a “can-do” attitude, willingness to stretch up and down in their role, take on additional responsibilities, and quickly establish credibility in new areas of work.
- Ability to build collaborative, trust-based working relationships with colleagues and external partners, mobilizing people at all levels towards collective goals.
- Bring an entrepreneurial mindset to generate new approaches, spot innovative opportunities, take calculated risks, and initiate action.
- Ability to thrive in an environment that values transparency, accountability, collaboration, and an orientation for results.
- Possess intellectual curiosity, an openness to diverse ideas and perspectives, and a continued interest in learning and professional development.
- Deep commitment to WES’ mission, trust-based investing, and centering JEDI (Justice, Equity, Diversity, and Inclusion) in work.
Skills
- Impact investing
- Venture capital
- Venture philanthropy
- Private equity
- Community development financing
- Fund investments
- Social enterprise development
- Investment banking
- Private debt
- Analytical skills
- Data management
- Project management
- Financial statement analysis
- Portfolio analysis
- Financial modeling
- Microsoft Office Suite (PowerPoint, Excel, Word, OneDrive)
- Salesforce or other CRM systems
- Tableau
- Google Apps
- Verbal communication
- Written communication
- Interpersonal skills
- Tact
- Diplomacy
- Flexibility
- Building trust
- Entrepreneurial mindset
- Transparency
- Accountability
- Collaboration
- Results orientation
- Intellectual curiosity
- Openness to diverse ideas
- Continuous learning
- Professional development
- JEDI principles
Location
- USA - REMOTE
Work Type
- FULL TIME
- REMOTE
Experience Level
- 2+ years of related work experience or 1 year of work experience
Education Level
- Bachelor’s Degree in Business, Finance, or related field, or equivalent work experience.
- MBA or Master’s Degree in a related field (Desired)
Salary/Compensations
- $100K - $125K USD
Benefits
- Competitive compensation
- Comprehensive benefits
- Tangible rewards
- Flexible scheduling
- Generous time-off policies
- Comprehensive wellness programs
- Comprehensive training programs
- Tuition reimbursement opportunities
About the Company
- WORLD EDUCATION SERVICES (WES) IS A NON-PROFIT SOCIAL ENTERPRISE THAT SUPPORTS THE EDUCATIONAL, ECONOMIC, AND SOCIAL INCLUSION OF IMMIGRANTS, REFUGEES, AND INTERNATIONAL STUDENTS.
- FOR 50 YEARS, WES HAS SET THE STANDARD FOR INTERNATIONAL ACADEMIC CREDENTIAL EVALUATION, SUPPORTING MILLIONS OF PEOPLE AS THEY SEEK TO ACHIEVE THEIR ACADEMIC AND PROFESSIONAL GOALS.
- THROUGH DECADES OF EXPERIENCE AS A LEADER IN GLOBAL EDUCATION, WES HAS DEVELOPED A WIDE RANGE OF TOOLS TO PURSUE SOCIAL IMPACT AT SCALE.
- FROM EVALUATING ACADEMIC CREDENTIALS TO SHAPING POLICY, DESIGNING PROGRAMS, AND PROVIDING PHILANTHROPIC FUNDING, WE PARTNER WITH A DIVERSE SET OF ORGANIZATIONS, LEADERS, AND NETWORKS TO UPLIFT INDIVIDUALS AND DRIVE SYSTEMS CHANGE.
- TOGETHER WITH ITS PARTNERS, WES ENABLES PEOPLE TO LEARN, WORK, AND THRIVE IN NEW PLACES.
Equal Opportunity
- WE WELCOME ALL APPLICANTS, IRRESPECTIVE OF THEIR EXPERIENCE PERFECTLY FITTING THE JOB DESCRIPTION, AS WE VALUE DIVERSE AND INNOVATIVE VIEWPOINTS.
- AT OUR ORGANIZATION, INDIVIDUALS WHO THRIVE IN A CULTURE OF CONTINUOUS LEARNING AND INCLUSIVE TEAMWORK EXCEL.
- WE ARE COMMITTED TO FOSTERING AN INCLUSIVE AND ACCESSIBLE WORK ENVIRONMENT WHERE EVERYONE FEELS VALUED, RESPECTED, AND SUPPORTED AND WELCOME MEMBERS OF ALL BACKGROUNDS AND PERSPECTIVES TO APPLY.
- AT WORLD EDUCATION SERVICES, WE'RE COMMITTED TO FOSTERING AN INCLUSIVE WORKPLACE THAT REFLECTS THE RICH TAPESTRY OF OUR COMMUNITIES, BOTH IN THE US AND CANADA.
- THIS COMMITMENT IS UNDERSCORED BY OUR UNWAVERING DEDICATION TO PROVIDING EQUAL OPPORTUNITIES TO ALL QUALIFIED INDIVIDUALS, REGARDLESS OF RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, AGE, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, VETERAN STATUS, OR GENETICS.
- THIS COMMITMENT EXTENDS TO EVERY ASPECT OF EMPLOYMENT, FROM RECRUITMENT AND HIRING TO PROMOTIONS, TRAINING, AND BENEFITS.
- WE COMPLY WITH ALL APPLICABLE FEDERAL, STATE, AND LOCAL ANTI-DISCRIMINATION LAWS.
- FOR US, DIVERSITY GOES BEYOND COMPLIANCE – IT'S ABOUT EMBRACING UNIQUE PERSPECTIVES AND CULTIVATING AN ENVIRONMENT WHERE EVERYONE FEELS VALUED AND EMPOWERED TO REACH THEIR FULL POTENTIAL.
- IF YOU ENCOUNTER CHALLENGES ACCESSING OR USING OUR CAREER SITE DUE TO A DISABILITY, YOU MAY REQUEST REASONABLE ACCOMMODATION BY CONTACTING US VIA EMAIL AT HIRING@WES.ORG.
- OUR TALENT ACQUISITION TEAM IS DEDICATED TO SUPPORTING QUALIFIED CANDIDATES BY PROVIDING SOLUTIONS THAT CAN MEET THEIR NEEDS.