Associate Director, Investments

College Board•Remote - Virginia, VA

2d•$85,000 - $135,000•Remote

About The Position

The Associate Director of Investments will play a critical role in shaping the College Board’s long-term business strategy. This role will directly influence how the organization expands access to education for millions of students. The position involves working on important strategic initiatives and developing financial analysis to support key decisions related to investments, M&A transactions, and strategic partnerships. A significant responsibility will be growing the College Board’s impact investment fund. This role offers long-term upward mobility and can position the candidate for a top MBA program after 2-3 years.

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
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.
A passion for expanding educational and career opportunities and mission-driven work
Authorization to work in the United States for any employer
Curiosity and enthusiasm for emerging technologies, with a willingness to experiment with and adopt new AI-driven solutions and a comfort learning and applying new digital tools independently and proactively.
Clear and concise communication skills, 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.

Nice To Haves

Prior M&A experience is a plus

Responsibilities

Advance the M&A strategy to yield impact for the organization, members, and students.
Research education sectors, develop landscape assessments, and analyze trends to identify new growth areas.
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.
Manage and execute acquisitions.
Source investment opportunities for the College Board’s impact investment fund through industry research and meetings with Edtech investors and entrepreneurs.
Participate in the due diligence process to evaluate mission impact potential, financial return, and strategic benefits of investments in early-stage education technology companies.
Lead financial analysis to evaluate investment opportunities.
Support portfolio management and reporting for the 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.