Associate


San Francisco
Permanent
USD125 - USD150
Investment Management
PR/579448_1770845136
Associate

About the Role

We are seeking a highly motivated Investment Associate with approximately 2 years of experience covering the technology, artificial intelligence, and infrastructure sectors. This individual will play a key role in supporting deal execution, due diligence, financial modeling, market research, and portfolio management.

The ideal candidate brings strong analytical capabilities, excellent communication skills, and the ability to operate in a fast‑paced investment environment.

Key Responsibilities

  • Build and maintain financial models, including valuation, operating models, and scenario analysis.
  • Prepare high‑quality investment memos, pitch decks, and presentations for internal and external stakeholders.
  • Conduct desk research across the tech, AI, and infrastructure landscapes-market sizing, competitive analysis, thematic sector work, and opportunity mapping.
  • Support full deal lifecycle: sourcing, diligence, execution, and portfolio monitoring.
  • Collaborate with senior team members on strategic initiatives, investor materials, and portfolio value‑creation plans.
  • Track industry trends and develop informed perspectives on emerging technologies and infrastructure themes.

Qualifications

  • 2+ years of experience in private equity, investment banking, venture capital, consulting, or corporate development with exposure to tech, AI, and/or infrastructure sectors.
  • Strong proficiency in financial modeling, Excel analysis, and building dynamic frameworks.
  • Demonstrated experience producing PowerPoint presentations, investment materials, and supporting deal execution.
  • Proven ability to conduct independent desk research and synthesize complex information into clear insights.
  • Bachelor's degree required; advanced degree (MBA or similar) is a plus but not required.
  • Excellent communication, organization, and problem‑solving skills.

FAQs

Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.

Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.

We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business. 

That's why we recommend registering your CV so you can be considered for roles that have yet to be created. 

Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.

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