Senior Investment Associate | Growth Equity

Job Description

Senior Investment Associate | Talently

The Tone:
This is a full-time role for an exceptional Senior Investment Associate, located in San Mateo, California. Talently’s client is a highly regarded, growth-oriented investment firm that operates in the growth equity space, identifying and partnering with high-potential businesses across dynamic, high-growth markets. This position is crucial for an investor seeking significant deal ownership and the opportunity to grow with a collaborative, high-performing team. The role offers real senior exposure and places the associate at the center of the firm’s investment process.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, San Mateo, CA

• Team: Works within a collaborative investment team, partnering directly with senior leadership and mentoring junior members.
• Mission: To own the full investment process from sourcing and diligence through close and portfolio engagement, focusing on growth equity opportunities.

What You’ll Actually Do
• Investment Sourcing & Execution: Actively source, thoroughly evaluate, and skillfully execute investment opportunities across both the growth equity and private equity landscape.
• Financial Due Diligence: Conduct in-depth financial modeling, detailed valuation analyses, and comprehensive due diligence on prospective investments to inform strategic decisions.
• Deal Negotiation & Closing: Partner directly with senior team members to structure, negotiate, and successfully close investment deals.
• Portfolio Value Creation: Monitor portfolio company performance diligently and contribute significantly to strategic initiatives aimed at driving operational improvement and value creation.
• Investment Committee Communication: Prepare and present compelling investment memoranda and clear recommendations to the investment committee.

The Must-Haves
• Background: This role requires a mid-level professional with a deep understanding of the entire investment process, from initial sourcing through exit strategies.
• Experience: Candidates must possess 4+ years of experience in private equity, venture capital, investment banking, or top-tier management consulting, coupled with a strong track record in deal execution and investment analysis.
• Skills: Advanced financial modeling and valuation expertise; excellent communication and presentation abilities; strong stakeholder management skills; and a proven capability to lead projects independently within a collaborative team environment.
• Bonus: Preferred qualifications include sector experience in software, cybersecurity, and/or fintech companies; familiarity with portfolio management and value creation strategies; an established network of industry relationships for deal sourcing and diligence; and exposure to cross-border transactions or international investments.