Strategic Investments Lead, SPV & M&A

Charter Schools USA Inc.; Fort Lauderdale (FL); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Competitive compensation

On-site in Fort Lauderdale

Job summary

Charter Schools USA Inc. seeks an RDI Strategic Investment Lead to drive financial evaluation, structuring, and execution across RDI and LaunchEd. You will build robust models, analyze opportunities, and design practical investment frameworks to move opportunities from concept to close.

You will lead valuation work, participate in negotiations, and coordinate diligence for investments, acquisitions, and partnerships, working with leadership and external partners to optimize strategic outcomes.

Qualifications

• Bachelor's degree required; advanced degree preferred.
• 5–10 years of experience in investment banking, private equity, venture capital, corporate development, principal investing, or similarly transaction-focused roles.
• Experience supporting or leading acquisitions, investments, recapitalizations, joint ventures, or strategic partnerships.
• Willingness to work on-site in Fort Lauderdale 5–10 days per month, aligned with team schedule.

Responsibilities

• Lead financial evaluation of opportunities across RDI and LaunchEd.
• Build and maintain financial models to evaluate investments, acquisitions, partnerships, and other transactions.
• Develop valuation frameworks and scenario analyses to assess viability and capital needs.
• Help define equity, fees, and participation structures across companies of varying sizes.
• Coordinate due diligence, documentation, and closing processes.
• Represent terms to founders, investors, and counterparties in negotiations.

Skills

Financial modeling

Valuation

Transaction analysis

Deal structuring

Negotiation

Diligence coordination

Strategic finance

Cross‑functional collaboration

Education

Bachelor's degree

Advanced degree preferred

Job description

Charter Schools USA Inc. seeks an RDI Strategic Investment Lead to drive financial evaluation, structuring, and execution across RDI and LaunchEd. You will build robust models, analyze opportunities, and design practical investment frameworks to move opportunities from concept to close.

You will lead valuation work, participate in negotiations, and coordinate diligence for investments, acquisitions, and partnerships, working with leadership and external partners to optimize strategic outcomes.