Remote Investment Associate

Title: Investment Associate

Department:  WES Investments

Reporting to: Senior Manager, Thematic Investments

Compensation: CAD 95K - CAD115K

Employment: Full Time

Location: Remote - Canada (Candidates based in British Columbia, Alberta, Manitoba, Saskatchewan, Ontario, Nova Scotia or willing to relocate)

Who we are: 

World Education Services (WES) is a non-profit social enterprise that supports the educational, economic, and social inclusion of immigrants, refugees, and international students. For 50 years, WES has set the standard for international academic credential evaluation, supporting millions of people as they seek to achieve their academic and professional goals. Through decades of experience as a leader in global education, WES has developed a wide range of tools to pursue social impact at scale. From evaluating academic credentials to shaping policy, designing programs, and providing philanthropic funding, we partner with a diverse set of organizations, leaders, and networks to uplift individuals and drive systems change. Together with its partners, WES enables people to learn, work, and thrive in new places. For more information about WES, please visit our website at www.WES.org.

About the Opportunity: 

The Investment Associate will play a key role supporting WES’ 100% mission-aligned investment portfolio – including the organization’s catalytic and thematic investing strategies.  This role supports pipeline development, diligence activities, structure a broad range of investment tools (e.g., debt, equity, guarantees, recoverable grants), ongoing monitoring and evaluation, data analyses, partner support, and overall investment processes. The Investment Associate contributes to WES’ efforts to demonstrate a trust-based investment approach which shifts power to proximate leaders and collaborate with leading organizations in the impact investing and philanthropic fields. This position reports to the Senior Manager, Thematic Investments, works closely with members of other WES departments and will significant exposure to members of WES Executive Leadership Team, and members of the WES Board of Directors.

Private Market Investments – 60%

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  Originate new investment opportunities across catalytic and thematic portfolios, build strong pipeline channels, and conduct deep market research to identify high-quality investment opportunities.

  
  
  
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  Contribute to investment due diligence across financial, strategic, and impact dimensions, synthesizing complex data into clear insights and recommendations.

  
  
  
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  Support investment analysis, financial modeling, benchmarking, and portfolio monitoring, including dashboards, reporting, forecasts, and trend analysis.

  
  
  
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  Contribute to WES' overarching investment strategy, alongside WES’ Investment team, leadership, and Board.

  
  
  
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  Support the development of high-quality screening and investment memos, and other key materials, to enable decision-making.

  
  
  

Portfolio Management and Platform Development – 20%

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  Contribute to design and continuous improvement of WES’s endâtoâend investment processes, including pipeline management, diligence frameworks, portfolio monitoring, valuation processes, and reporting systems; identify gaps and implement scalable solutions in partnership with internal and external stakeholders.

  
  
  
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  Manage project management and CRM systems to support WES leaders in meeting and managing key milestones and goals related to its mission investing portfolio.

  
  
  
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  Support the Investments Platform Manager in portfolio monitoring, valuation and performance reporting, supporting the development of monthly Cash and Investment Reviews and bi-annual Performance Monitoring and Valuation Analyses, and developing ad-hoc analyses and risk assessments for internal stakeholders.

  
  
  

Knowledge Management and Ad Hoc Organizational Support - 20%

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  Act as an internal connector and advocate for impact investing within the WES ecosystem, operating as a knowledgeable resource and fostering integration across WES’ teams and departments.

  
  
  
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  Partner with the Investments Platform Manager to develop and execute a knowledge management strategy, integrating investment activities and insights across WES to advance organizati