Investment Associate

Company Description

Our client is a multi-stage venture capital platform partnering with investors and innovators across the lifecycle of private technology companies through fund commitments, direct investments and secondary transactions. Combining institutional sophistication with entrepreneurial agility, the team leverages deep relationships and market insights to uncover differentiated opportunities in venture and growth markets.

Position Description

The firm is looking for an intellectually curious, motivated, hard-working, Investment Associate with a passion for investing and technology to join their dynamic team. The Associate will assist in every phase of the investment process, including portfolio monitoring and evaluation, due diligence of private market investment opportunities, and financial modeling. Candidates must be innately curious about the world, have a demonstrated passion for venture capital investing, deep interest in the financial markets and good investment sense/commercial instinct, as well as a strong track record in academic or industry accomplishments. The ability to work independently and thrive in a dynamic and entrepreneurial environment is critical.

Responsibilities

• Analyzing and tracking portfolio company performance and communications
• Building and maintaining financial models, market research, and company research
• Preparing investment memoranda on potential and existing investments
• Compiling data into actionable reports/presentations in Excel and PowerPoint
• Assisting and supporting finance/accounting colleagues on capital management
• Thinking strategically about improving company operations
• Maintaining relationships with portfolio companies and fund managers
• Attending conferences and meetings, which may require occasional domestic travel
• Conducting ad hoc data and/or investment projects

Experience

• BA/BS from a leading undergraduate institution majoring in economics, finance, engineering, computer science or related field
• 2–4 years of experience in venture capital, private equity, growth equity, or a related analytical role (banking, corporate strategy, or technology)

Qualifications

• Strong interest in technology and emerging innovative sectors (Fintech, Dual-use, AI, Crypto, Deep/Frontier Tech)
• Excellent written and communications skills, with the demonstrated ability to clearly and quickly communicate ideas and recommendations verbally and in writing
• Exceptional Excel, modeling, and forecasting skills are essential, as is thorough knowledge of Word and PowerPoint
• Strong financial research skills, producing and maintaining quantitative financial models
• Excellent problem-solving skills, documentation skills and ability to work independently
• Strong work ethic, attention to detail, team orientation, and commitment to excellence
• Ability to multitask and thrive in a fast-paced environment
• Team-oriented and collaborative - shares knowledge, participates in discussions, and provides support to colleagues across all investment areas and activities
• High level of intellectual horsepower and curiosity - keeps an open mind to new information and insights to improve processes and decisions
• Detail-oriented and able to learn new systems and workflows quickly