Job Description

Job Description

Our client, a lean family office, is seeking an intellectually curious, motivated, and hard-working associate with a passion for investing and technology to join their dynamic team.

About the Role

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.

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 and maintaining investment documents
• 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

Qualifications

• 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)

Required Skills

• 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

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