Senior Associate, Venture Capital

Partners Capital • San Francisco, CA

16h • Hybrid

About The Position

The Investment Senior Associate, located in San Francisco, will be a key contributor to our 25-person Private Equity and Real Estate team. As a sophisticated global investment firm with nearly 25 years of private markets experience, we seek new team members who are dynamic and comfortable working in a fast-paced entrepreneurial environment. The Partners Capital Research team is the engine for identifying and underwriting attractive investment opportunities for inclusion in client portfolios, as well as the deployment of our discretionary investment vehicles. Within our broader Research team, the Private Equity and Real Estate team manages the Firm’s investment program and external manager relationships across buyouts, growth equity, venture capital, and real estate and infrastructure. The primary goal of the Private Equity and Real Estate research team is to deliver high absolute returns over the long term by partnering with top-tier managers. The team also supports the growth of the business through innovation, creativity and continuous improvement of our investment program in the face of a competitive and rapidly changing market environment. This role will primarily be focused on investment diligence (70% allocation), with additional responsibilities (30% allocation) across portfolio management and process management.

Requirements

• Undergraduate degree with a strong track record of academic achievement.
• 4-7 years of prior work experience in a professional services role (e.g., private equity or venture capital LP investing, venture capital or growth equity direct investing, investment banking, management consulting, or corporate strategy).
• Demonstrated interest in technology, investing, and the venture capital industry.
• Aptitude for rigorous qualitative and quantitative analysis delivered via an answer-first communication style.
• Excellent problem-solving and interpersonal skills.
• Strong work ethic, good attention to detail, and ability to multi-task.
• Team player attitude with a desire to work on a wide range of projects.
• High intellectual curiosity and willingness to contribute to the overall success of the business.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).

Responsibilities

• Underwriting venture capital primary fund investments, with additional exposure to venture capital co-investments as well as private equity and real estate primary fund investments.
• Conducting diligence activities including manager meetings, quantitative performance analysis, qualitative assessments of team, investment process and research quality, and external referencing.
• Drafting and driving the development of written investment presentations for team discussion and Investment Committee review.
• Supporting research on investment opportunities, industry trends, and market dynamics across the venture capital asset class.
• Contributing to investment theme ideation and creation of firm intellectual property.
• Monitoring approved investments through quarterly reporting reviews, semi-annual manager meetings, and tracking new investments, exits, and manager updates.
• Attending Annual Meetings for managers within coverage responsibilities.
• Coordinating with internal and external stakeholders to support legal and operational diligence alongside investment diligence and overseeing fund closing processes for approved opportunities.
• Preparing materials for monthly Asset Class Team-Client CIO meetings, investment database support, and marketing support.
• Researching and improving portfolio construction knowledge and approach.
• Assisting with business development.
• Helping to develop technological capabilities.

Benefits

• Professional development and career progression opportunities
• Competitive compensation
• Exceptional benefits
• Flexible “results-focused” working model
• Medical insurance
• Dental insurance
• Vision insurance
• Short-term disability insurance
• Long-term disability insurance
• Life insurance
• Flexible spending accounts
• Commuter benefits
• Paid time off
• 401(k) plan with employer matching
• Global philanthropy via a charity program and volunteer day
• Wellness and social events
• Support for the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior