Investment Support Associate

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 skillsA proactive, self-starting mindset Curiosity, resourcefulness, and a love for solving problems Strong Power Point and Excel skills Experience with CRMs or private company databases (Pitch Book, 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