投资总监
Associate Director, Investments
Associate Director, Investments
College Board - Finance
地点：这是一个完全远程的职位。居住在CB办公室附近的候选人可以选择完全远程或混合办公（周二和周三在办公室）。所有CB员工都需要偶尔出差以进行面对面的业务会面。
类型：这是一份全职职位。
关于团队
投资与战略计划团队正处于塑造学院理事会未来的核心位置——发现大胆的机会，指导战略增长，并通过明智的投资推动影响。这个高度可见的五人团队与AP、SAT、BigFuture、财务和战略部门的领导者密切合作，为您提供与高级决策者接触的绝佳机会，以及快速发展的教育科技和影响力投资领域。如果您热衷于将您的财务专长应用于有意义的举措，这就是您实现有意义工作的机会。
关于该职位
作为投资主管，您将在塑造学院理事会的长期商业战略中发挥关键作用。您的工作将直接影响我们如何为数百万学生扩大教育机会。您将参与重要的战略举措，并制定支持投资、并购交易和战略合作伙伴关系的关键决策的财务分析。您还将负责扩大学院理事会的影响投资基金。这个职位在学院理事会内提供长期的晋升机会，同时在2-3年后也使您成为顶尖MBA项目的有力候选人（许多前投资主管都走过了这条道路）。
在此职位中，您将：
推进我们的并购策略，希望不仅对组织，而且对我们的会员和学生产生巨大影响。（60%）
- 研究教育领域，制定市场评估，并分析和理解趋势，以识别学院理事会的新增长领域。
- 分析潜在收购目标并制定初步战略理由和风险评估。
- 开发分析框架和复杂的财务模型，包括公司预测、客户分析、公司估值和财务回报分析。
- 参与目标公司的财务尽职调查。
- 与财务、战略、人才、技术和法律部门的高级领导密切合作，推动交易通过学院理事会的审批流程。
- 制作有效的演示材料
查看英文原文
Associate Director, Investments
College Board - Finance
Location: This is a fully remote role. Candidates who live near CB offices have the option of being fully remote or hybrid (Tuesday and Wednesday in office). All CB employeesare required tooccasionally travel to meet in person for business purposes.
Type: This is a full-time position.
About the Team
The Investments and Strategic Initiatives team is at the forefront of shaping the College Board’s future — identifying bold opportunities, guiding strategic growth, and driving impact through smart investments. This highly visible, five-person team partners closely with leaders across AP, SAT, BigFuture, Finance, and Strategy, offering you unparalleled exposure to senior decision-making and the fast-growing EdTech and impact investing sectors. If you’re passionate about applying your financial acumen to initiatives that make a difference, this is your chance to do work that matters.
About the Opportunity
As the Associate Director of Investments, you will play a critical role in shaping the College Board’s long-term business strategy. Your work will directly influence how we expand access to education for millions of students. You will work on important strategic initiatives and develop financial analysis that supports key decisions related to investments, M&A transactions, and strategic partnerships. You will also be responsible for growing the College Board’s impact investment fund. This role offers long-term upward mobility at College Board, but also positions you as a strong candidate for a top MBA program after 2-3 years (many former Associate Directors have gone this route).
In this role, you will:
Advance our M&A strategy that we hope will yield tremendous impact not only for the organization but for our members and students. (60%)
- 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.
Grow our Impact Investment Portfolio (40%)
- 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.
About You
To qualify for this role, you must have:
- 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.
All roles at College Board require:
- 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.
About Our Process
- Application review will begin immediately and will continue until the position is filled. This role is expected to accept applications for a minimum of 5 business days.
- While the hiring process may vary, it generally includes: resume and application submission, recruiter phone/video screen, hiring manager interview, performance exercise such as live coding, a panel interview, a conversation with leadership and reference checks.
What We Offer
At College Board, we offer more than a paycheck- we provide a meaningful career, a supportive team, and a comprehensive package designed to help you thrive. We’re a self-sustaining nonprofit that believes in fair and competitive compensation grounded in your qualifications, experience, impact, and the market.
A Thoughtful Approach to Compensation
The hiring range for this role is $85,000–$130,000/year. We adjust salaries by location to ensure fairness, no matter where you live. Below,we’veoffered an estimated range for a variety of metro areas throughout the United States:
- New York City, San Francisco, Seattle, WashingtonDCand Los Angeles: $100,000-$135,000
- Austin, Boston, Chicago,Philadelphiaand Denver: $89,000-$120,000
- Atlanta, Miami, IowaCityand most other locations throughout the Southeast and Midwest: $85,000-$108,000
You’ll have open, transparent conversations about compensation, benefits, and what it’s like to work at College Board throughout your hiring process. Check out our careers page for more.
Originally posted on Himalayas