Investment Associate (Remote)

ImpactAlpha; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation package

Comprehensive benefits coverage

Flexible remote work options

Generous time-off policies

Tuition reimbursement opportunities

Career advancement opportunities

Job summary

World Education Services (WES) seeks an Investment Associate to support its mission-aligned portfolio, focusing on private markets, platform development and knowledge management. You will help originate opportunities, perform due diligence, build financial models and dashboards, and collaborate with cross-functional teams to advance impact investing across WES’s ecosystem.

The role offers hybrid work in New York with exposure to leadership and the Board, encouraging analytical rigor, project

Qualifications

• Bachelor’s degree in business, finance, or related field, or equivalent work experience.
• 2+ years of investment experience in impact investing or adjacent fields.
• Strong analytical and data management skills.
• Excellent project management and ability to handle multiple projects.

Responsibilities

• Originate investment opportunities across catalytic and thematic portfolios.
• Contribute to due diligence across financial, strategic, and impact dimensions.
• Support portfolio monitoring, dashboards, forecasts, and analyses.
• Collaborate on investment strategy with the team and Board.
• Develop screening memos and improve end-to-end investment processes.
• Manage CRM systems and knowledge management across WES investments.

Skills

Analytical skills

Project management

Financial analysis

CRM tools

Tableau

Education

Bachelor's degree in business/finance

Tools

Microsoft Office

PowerPoint

Word

OneDrive

Salesforce

Tableau

Google Apps

Job description

About World Education Services

World Education Services (WES) is a non-profit social enterprise dedicated to supporting the educational, economic, and social inclusion of immigrants, refugees, and international students. For 50 years, WES has established itself as a leader in international academic credential evaluation, having supported millions of individuals in achieving their academic and professional goals. The organization operates as a trusted partner in global education, providing comprehensive services that span beyond traditional credential evaluation. WES has developed an extensive range of tools and strategies to pursue social impact at scale. These include evaluating academic credentials, shaping policy, designing innovative programs, and providing philanthropic funding to advance educational access and equity. The organization collaborates with a diverse ecosystem of partners, leaders, and networks across the globe to uplift individuals and drive systems change. Through its mission-aligned investment portfolio and commitment to trust-based investing approaches, WES works to shift power to proximate leaders and underrepresented communities. The organization’s operations span North America, with offices in both New York City and Toronto. WES is committed to fostering an inclusive workplace that reflects the rich tapestry of the communities it serves, with a diverse workforce representing varied cultures, backgrounds, and perspectives. The company’s core values—Opportunity, Inclusion, Equity, Enterprising, and Expertise—guide all aspects of its work and organizational culture. WES enables people to learn, work, and thrive in new places by partnering with leading organizations in the impact investing and philanthropic fields to implement transformative educational and economic solutions.

About this Role

The Investment Associate will play a crucial role in supporting World Education Services’ 100% mission-aligned investment portfolio, including the organization’s catalytic and thematic investing strategies. This position is designed for an investment professional who is passionate about impact investing and committed to advancing social inclusion through innovative financial mechanisms. The role encompasses a broad range of responsibilities across pipeline development, investment diligence, financial structuring, portfolio monitoring, and organizational support. The Investment Associate will contribute to WES’s efforts to demonstrate a trust-based investment approach that shifts power to proximate leaders and collaborates with leading organizations in the impact investing and philanthropic fields. The position reports to the Senior Manager, Thematic Investments and works closely with members of other WES departments, providing significant exposure to members of the WES Executive Leadership Team and members of the WES Board of Directors. The role is structured around three primary focus areas: Private Market Investments (60%), Portfolio Management and Platform Development (20%), and Knowledge Management and Ad Hoc Organizational Support (20%). This hybrid approach allows the Investment Associate to contribute meaningfully across multiple dimensions of the investment function while developing comprehensive expertise in impact investing operations and strategy.

Responsibilities

• Originate new investment opportunities across catalytic and thematic portfolios, building strong pipeline channels and conducting 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’s overarching investment strategy alongside the 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 in investment processes 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, including development of 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 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
• Investment professional 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
• Can-do attitude with willingness to stretch up and down in 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
• 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
• Intellectual curiosity, openness to diverse ideas and perspectives, and continued interest in learning and professional development
• Deep commitment to WES’s mission, trust-based investing, and centering JEDI (justice, equity, diversity, and inclusion) in work

Benefits

• Competitive compensation package reflecting the market value of the role
• Comprehensive benefits coverage
• Flexible remote work options with work-life harmony focus
• Generous time-off policies designed to maintain healthy equilibrium between personal and professional commitments
• Comprehensive wellness programs supporting employee well-being
• Competitive salary and tangible rewards to celebrate contributions
• Comprehensive training programs and tuition reimbursement opportunities
• Career advancement pathways and ongoing professional development opportunities
• Culture of continuous learning that empowers professional growth and evolution
• Access to employee-led resource groups, town halls, and collaborative team events
• Meaningful volunteer opportunities and initiatives promoting equity and diversity
• Mission-driven work with direct positive impact on educational access and inclusion for immigrants, refugees, and international students
• Exposure to WES Executive Leadership Team and Board of Directors
• Inclusive, diverse workplace reflecting global community served
• Purpose-driven career contributing daily to making tangible difference in lives of people worldwide