Associate Director – Investments

Role Overview

• Advance our M&A strategy that we hope will yield tremendous impact not only for the organization but for our members and students.
• Research education sectors, develop landscape assessment, and analyze and understand trends to identify new areas of growth for the College Board.
• Analyze potential acquisition targets and develop preliminary strategic rationale and risk assessment.
• Develop 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.
• Work closely with senior leaders from Finance, Strategy, Talent, Technology, and Legal to advance transactions through College Board’s approval process.
• Create effective presentation materials for senior management and Board members.
• Play a key role in the overall project management and execution of acquisitions.
• Source investment opportunities for the College Board’s growing impact investment fund via industry research and meetings with Edtech investors and entrepreneurs.
• Participate in due diligence process to 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 related technical field
• Minimum of 2 years of experience in financial analysis, in investment banking or a corporate development role
• Extensive experience in financial modeling
• Strong analytical and quantitative skills
• Ability to succinctly summarize complex financial analysis and present key findings to senior management
• Strong understanding of corporate finance and investments
• 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
• Proficient research skills
• Advanced MS Excel, Powerpoint, and Word skills
• Prior M&A experience is a plus
• A strong interest in expanding educational opportunity for all students
• The ability to travel 3-5 times a year to College Board offices or on behalf of College Board business.

Benefits

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