Job Description
Investment Associate
Location: San Francisco, CA (On-site)
Compensation: $140k – $200k
Type: Full-time
Visa Sponsorship: Not available (Transfer/TN may be considered for select candidates)
About the Role
A lean and fast-moving San Francisco-based family investment office is seeking a sharp and entrepreneurial Investment Associate to join their team. This individual will work closely with the principal and a small, cross-functional group to manage and deploy capital across a broad range of asset classes, including public markets, private equity, venture capital, hedge funds, real estate, and crypto-assets.
The firm is especially active in early-stage technology investing, with areas of interest including AI/ML, gaming, consumer internet, and emerging platforms. The role offers meaningful responsibility from day one and the opportunity to lead new investment initiatives in a highly dynamic environment.
Key Responsibilities
Evaluate investment opportunities across asset classes: early/growth-stage tech, public equities, funds, and alternatives
Build detailed financial models and perform due diligence and risk assessments
Monitor portfolio performance and manage investment reporting
Conduct in-depth research on markets, sectors, and trends (especially in tech and AI)
Help shape and iterate the firm’s long-term investment strategy
Build and maintain relationships with VCs, PE firms, founders, and other deal sources
Coordinate with external advisors (legal, accounting, real estate, etc.)
Identify operational efficiencies and support strategic projects as needed
Qualifications
2–6 years of experience in investment banking, private equity, hedge funds, equity research, or a similar analytical investment role
Strong modeling and analytical skills
Excellent written and verbal communication
Interest in early-stage technology and a desire to work in a nimble, high-exposure role
Self-starter with strong attention to detail and a collaborative mindset
Work Environment
In-person role in San Francisco (currently in Mission District; moving to Jackson Square in Fall 2025)
Small team of 4 (including another investment analyst, controller, and chief of staff)
Tools used include ChatGPT, Perplexity, and Grok
About the Firm
The firm is the private investment office of a prominent technology founder and investor. With a flexible mandate and long-term horizon, it actively invests across the capital spectrum, from seed-stage startups to public equities and real estate. The team operates with the agility of a startup and the rigor of an institutional allocator, offering a unique blend of exposure and impact.