Investment Associate (Venture Focus) for Family Office

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

Required Skills