Investment Associate
Goodwin Recruiting
San Francisco, CA, United States
San Francisco, CA, United States
We are seeking an Investment Associate with approximately 3 years of relevant experience to support both the investment team and investor-facing activities. This role sits at the intersection of deal execution and LP engagement and is ideal for someone who enjoys analytical rigor, relationship management, and building scalable processes within a growing venture platform.
The Associate will contribute to sourcing and diligence for new investments while also supporting fundraising, LP communications, and ongoing investor reporting.
Key Responsibilities
Investment Responsibilities
- Support deal sourcing through market research, founder outreach, and inbound screening
- Conduct diligence on prospective investments, including market analysis, competitive landscape review, and financial modeling
- Assist with investment memos, IC materials, and post-investment monitoring
- Track portfolio performance metrics and support quarterly portfolio reviews
- Maintain deal pipeline and portfolio tracking systems
- Support partner-led negotiations and transaction execution as needed
- Prepare pre-meeting research and briefing materials
- Conduct ongoing portfolio and sector research
Investor Relations Responsibilities
- Assist with fundraising efforts, including pitch materials, data room preparation, and LP diligence requests
- Prepare and distribute quarterly investor newsletters and performance summaries
- Support annual investor meetings, including events in San Francisco and Japan
- Prepare ad hoc LP updates and support investor webinars
- Ensure compliance with fund reporting and disclosure obligations
- Create and maintain dashboards for investor and portfolio reporting
Qualifications
- Approximately 3 years of experience in venture capital, private equity, investment banking, consulting, fund operations, or investor relations
- Strong analytical skills with experience in market research and financial analysis
- Excellent written and verbal communication skills, particularly with external stakeholders
- High attention to detail with the ability to manage multiple priorities simultaneously
- Strong organizational skills and comfort operating in a fast-paced, evolving environment
- Proficiency with Excel / Google Sheets, PowerPoint / Google Slides, and CRM tools
- Proficiency with Gemini, ChatGPT, Claude, or similar tools; Replit or N8N experience is a plus
- Prior exposure to VC fund operations or LP reporting
- Experience supporting fundraising processes
- Familiarity with early-stage venture metrics and portfolio tracking
- Experience working with international or institutional investors
What We Offer
- Competitive compensation with a salary to $130K
- Benefits
- Direct exposure to senior investors, founders, and LPs
- Clear path to senior investment or IR leadership roles
- Collaborative, entrepreneurial environment




