Find your perfect job and fast-track your application

Investment Associate

Goodwin Recruiting
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

View this job in-app!

  • Build trust with employers
  • Fast-track job applications
  • Stand out from the crowd
Resume Wallet App