Investment Associate

Job overview

The Investment Associate role is onsite in San Francisco, CA. Compensation is not specified. The position supports a multi-stage venture capital platform investing in private technology companies through fund commitments, direct investments, and secondary transactions. The associate contributes across the investment lifecycle by evaluating opportunities, monitoring portfolio companies, and developing financial analysis and materials. The work helps the team assess investments, support portfolio and fund operations, and identify opportunities in venture and growth markets.

What you'll do

• Analyze and track portfolio company performance and communications
• build and maintain financial models and conduct market and company research
• prepare investment memoranda
• compile data into reports and presentations using Excel and PowerPoint
• support finance and accounting colleagues on capital management
• consider ways to improve company operations
• maintain relationships with portfolio companies and fund managers
• attend conferences and meetings, which may require occasional domestic travel
• conduct ad hoc data or investment projects.

What we're looking for

Skills & competencies

investment associate

san francisco ca

evolve talent partners

onsite

venture capital

private technology

portfolio monitoring

due diligence

financial modeling

market research

investment memoranda

excel

powerpoint

Work arrangement

• Weekend coverage required

Why this role

The role spans fund commitments, direct investments, and secondary transactions across private technology markets. Occasional domestic travel may be required for conferences and meetings.

About the employer

Evolve Talent Partners is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.