Investment Associate (PE/VC) - Single Family Office, SF (Alameda)

About the Company

Our client is a growing single-family office looking to add an investment associate to their private equity team in Palo Alto. This person will work closely with the managing director on buy-out, growth, and venture strategies.

About the Role Source and evaluate venture capital, LBO, and other opportunistic private equity funds Assist in review of all deal flow for co-investments/directs, maintenance of pipeline, and due diligence research Research target areas, including middle market private equity in the US, Europe, and to a lesser extent, Asia, identify best-in-class managers, and gain access to these managers Play a significant role in market mapping, creation, and management of manager target lists Cultivate and maintain relationships with managers Assist in performing due diligence on funds, creating investment memorandums, monitoring the existing fund portfolio, tracking the overall private equity industry, and developing investment strategies Assist in private equity portfolio forecasting Assist in ongoing manager monitoring and portfolio administration. Read and report on manager correspondence Support the review process for amendments Attend annual meetings and serve as either a primary or secondary point-person at GP informational meetings

Qualifications Minimum of 1-3 years of investment-related experience at any of the following organizations: buy-side experience strongly preferred: fund of funds, money management firm, foundation, endowment, pension fund, family office, consultant, investment bank, venture capital, or private equity fund. Strong interpersonal skills, including the ability to integrate quickly into a small team of investment professionals and network within the private equity community. This role requires a high degree of interaction with senior investment and private equity professionals, both with team members and independently. Robust quantitative skills, including proficiency with Excel and statistical techniques. Must be detail-oriented and have the ability to quickly learn/apply investment modeling concepts. Bachelor’s degree required - finance educational background preferred. MBA, CFA, or CAIA helpful but not required. Marked interest in private equity and investment management. Superior written and oral communication skills. Experience in project management and coordination.