CareerPlan

Associate Director, Investments

Remote - USARemoteFull-time$85k–$130k2026-06-11 → 2026-11-12
Hybrid · United States

Core

Shape long-term business strategy and drive impact through M&A transactions, strategic partnerships, and managing an impact investment fund for the education sector.

Role type

Senior IC corporate development and investment analyst

Builds

M&A transactions, strategic partnerships, and an impact investment portfolio for education technology

Domain

Education technology + Corporate Finance

Required skills

Financial modeling, M&A analysis, due diligence, strategic rationale development, financial due diligence, investment portfolio management, market research, executive presentation, project management

Preferred skills

Prior M&A experience, impact investing knowledge

Technologies

MS Excel, PowerPoint, Word

Responsibilities

Research education sectors and analyze trends to identify growth areas; Analyze potential acquisition targets and develop preliminary strategic rationale and risk assessments; Develop complex financial models including company projections and valuations; Participate in financial due diligence of target companies; Create presentation materials for senior management and Board members; Source investment opportunities and lead financial analysis for the impact investment fund; Support portfolio management and reporting; Collaborate with senior leaders to advance transactions through approval processes.

Seniority

Mid-Senior, hands-on IC