Associate Director, Investments

About the role

The Investments and Strategic Initiatives team at the College Board is seeking an Associate Director of Investments. This is a full-time, fully remote role with the option for occasional in-office work. The ideal candidate will have a Bachelor's degree in Finance, Accounting, Economics, or a related technical field and at least 2 years of experience in financial analysis, preferably in investment banking or corporate development.

Responsibilities

• Research education sectors, develop landscape assessments, and analyze trends to identify new areas of growth for the College Board.
• Analyze potential acquisition targets and develop strategic rationale and risk assessments.
• Create analytical frameworks and complex financial models, including company projections, customer analysis, company valuation, and financial return analysis.
• Participate in financial due diligence of target companies and work closely with senior leaders from Finance, Strategy, Talent, Technology, and Legal to advance transactions through College Board’s approval process.
• Develop effective presentation materials for senior management and Board members.
• Manage and execute acquisitions.
• Source investment opportunities for the College Board’s growing impact investment fund via industry research and meetings with Edtech investors and entrepreneurs.
• Evaluate mission impact potential, financial return, and strategic benefits of investments in early-stage education technology companies.
• Lead all aspects of the financial analysis to evaluate investment opportunities.
• Support portfolio management and reporting process for impact investment portfolio.
• Prepare investment memos and participate in Investment Committee approval meetings.
• Research sectors and companies in the education technology sector and prepare summaries of key insights and market intelligence for executive leadership.
• Collaborate with Strategy and Program leadership to drive partnership opportunities that advance the College Board's mission and strategic goals.

Requirements

• A Bachelor's degree in Finance, Accounting, Economics, or a related technical field.
• Minimum of 2 years of experience in financial analysis, preferably in investment banking or corporate development.
• Extensive experience in financial modeling.
• Strong analytical and quantitative skills.
• Exceptional attention to detail.
• Strong communication skills and ability to interact with all levels of management.
• Project management skills and ability to prioritize and independently manage multiple time-sensitive projects.
• Advanced MS Excel, PowerPoint, and Word skills.
• Prior M&A experience is a plus.
• A strong interest in expanding educational opportunity for all students.

Qualifications

• A passion for expanding educational and career opportunities and mission-driven work.
• Authorization to work in the United States for any employer.
• Clear and concise communication skills, both written and verbal.
• A learner's mindset and a commitment to growth: welcoming diverse perspectives, giving and receiving timely, respectful feedback, and continuously improving through iterative learning and user input.
• A drive for impact and excellence: solving complex problems, making data-informed decisions, prioritizing what matters most, and continuously improving through learning, user input, and external benchmarking.
• A collaborative and empathetic approach: working across differences, fostering trust, and contributing to a culture of shared success.

Skills

• Financial modeling skills.
• Strategic thinking and problem-solving abilities.
• Ability to work independently and manage multiple projects simultaneously.
• Excellent interpersonal and communication skills.

Benefits

The College Board offers a comprehensive benefits package including:

• Annual bonuses and opportunities for merit-based raises and promotions.
• Mission-driven workplace where your impact matters.
• A team that invests in your development and success.

Pay

The hiring range for this role is $85,000–$130,000/year. Salaries are adjusted to ensure fairness based on location.

Schedule

This is a full-time, fully remote role with the option for occasional in-office work. The role requires occasional travel to College Board offices or on behalf of College Board business.