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.