Teams at World Education Services

Supports WES’s mission-aligned investment portfolio through opportunity origination, market research, financial and impact due diligence, modeling, portfolio monitoring, reporting, valuation, and risk analysis. The role also improves investment processes, manages CRM and project systems, develops knowledge-management practices, prepares investment materials, and collaborates with internal leaders, investee partners, and external stakeholders.

Supports WES’s mission-aligned investment portfolio through opportunity origination, market research, financial and impact due diligence, modeling, portfolio monitoring, valuation, reporting, and investment memo preparation. The role also improves investment processes, manages project and CRM systems, develops knowledge-management practices, and supports partner engagement, organizational strategy, and thought leadership.

Administers and optimizes Sage Intacct and related finance systems, including configuration, integrations, workflows, reporting, access controls, data integrity, testing, automation, and documentation. Partners with Finance, IT, vendors, and users to resolve issues, improve processes, support audits, deliver training, and strengthen scalable finance operations.