Investment Associate (Remote)

Summary

World Education Services (WES) is a non-profit social enterprise that supports the educational, economic, and social inclusion of immigrants, refugees, and international students. The Investment Associate will support WES's mission-aligned investment portfolio through investment sourcing, diligence, analysis, portfolio monitoring, process improvement, and knowledge management across catalytic and thematic investing strategies.

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 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

Skills

• Bachelor's degree in business, finance, or related field, or equivalent work experience
• 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 manager who thrives on a dynamic team, delivers high-quality work, enjoys managing multiple projects, and has 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
• Bring a “can-do” attitude, have a willingness to stretch up and down in their role, take on additional responsibilities, and quickly establish credibility in new areas of work
• 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
• 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
• Have a deep commitment to WES' mission, trust-based investing, and centering JEDI (justice, equity, diversity, and inclusion) in our work
• MBA or Master's degree in a related field
• Bring lived experience from immigrant and refugee communities and communities of color, as well the issues that the Investment team focuses on
• Travel as needed to meet with partners, attend conferences, and to WES' NYC and Toronto offices WES' offices in New York City and Toronto periodically

Qualifications

Must Haves

• Bachelor's degree in business, finance, or related field, or equivalent work experience
• 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 manager who thrives on a dynamic team, delivers high-quality work, enjoys managing multiple projects, and has 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
• Bring a “can-do” attitude, have a willingness to stretch up and down in their role, take on additional responsibilities, and quickly establish credibility in new areas of work
• 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
• 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
• Have a deep commitment to WES' mission, trust-based investing, and centering JEDI (justice, equity, diversity, and inclusion) in our work

Nice to Haves

• MBA or Master's degree in a related field
• Bring lived experience from immigrant and refugee communities and communities of color, as well the issues that the Investment team focuses on
• Travel as needed to meet with partners, attend conferences, and to WES' NYC and Toronto offices WES' offices in New York City and Toronto periodically

Benefits

• Remote work
• Flexible scheduling
• Generous time-off policies
• Comprehensive wellness programs
• Comprehensive benefits
• Training programs
• Tuition reimbursement opportunities
• Learning opportunities
• Pathways for personal and professional development
• Employee-led resource groups
• Town halls
• Collaborative team events
• Meaningful volunteer opportunities