DUTIES: Source investment opportunities across North America in the sectors of financial technology, and education services for SBIA. Responsibilities include: interactions with founders, funds, and brokers, and maintaining a pipeline of opportunities. Oversee and provide quality control over Investment Associates’ work. Provide guidance in the diligence and research process for new investments. Provide mentoring and be a resource to Associates. Conduct diligence on new investment opportunities by analyzing private and public company data, build financial and valuation models, lead diligence calls with companies, brokers, and experts, and research macro and sector trends. Prepare internal presentations to different stakeholders to co