Investment Support Associate
Join a fast-growing investment firm that operates with the speed and creativity of a startup. We’re building a modern investment platform and looking for someone who loves being at the center of activity—keeping the team organized, informed, and running at full velocity.
This is not a traditional deal role. Instead, you’ll be the backbone of the investment team: organizing information, surfacing insights, strengthening relationships, and ensuring our internal engine moves smoothly every single day.
If you thrive in dynamic environments, enjoy problem-solving, and like being the person everyone relies on, you’ll fit right in.
What You’ll Do
- Maintain and enhance our CRM—tracking interactions, intros, and activity
- Build visibility across our network of founders, bankers, advisors, and operators
- Spot executive moves, emerging trends, and signals that matter
- Help connect the right people at the right moment
Pipeline & Research Support
- Keep the investment pipeline current, clear, and decision-ready
- Join meetings to capture follow-ups and action items
- Conduct quick-turn research on companies, sectors, and competitive landscapes
- Track investor activity and where markets are heating up
Events, Content & Brand
- Support creation of pitch materials and internal content updates
- Assist with planning and executing executive events and conferences
- Be present on-site for major events to ensure smooth operations
Tools, Systems & New Ideas
- Test new sourcing tools, platforms, and data products
- Work with internal partners to implement and improve systems
- Build workflows and processes that help the team operate smarter
What You Bring
- Ability to manage multiple moving parts without losing detail
- Comfort interacting with executives and teammates alike
- Clear, concise communication skills
- A proactive, self-starting mindset
- Curiosity, resourcefulness, and a love for solving problems
- Strong PowerPoint and Excel skills
- Experience with CRMs or private company databases (PitchBook, Grata, etc.) a plus
- Interest in using AI tools to accelerate and automate work
Background That Fits Well
- 1–2 years in business development, operations, sales ops, research, consulting, or investment support
- Experience in tech, SaaS, or other fast-paced settings is helpful but not required
Seniority Level
- Associate
Employment Type
- Full-time
Job Function
- Finance and Analyst
Industries
- Investment Management, Financial Services, and Venture Capital and Private Equity Principals