Personal Finance Advisor developing and maintaining client relationships to provide tailored financial advice. Advising on investments, loans, and insurance while ensuring member satisfaction.
About the role
- Investment Associate managing fund commitments and direct deals in venture capital. Partnering with the portfolio management team to execute investment strategies.
Responsibilities
- Partner with our portfolio management team to execute primary fund commitments, secondary LP purchases, and direct company deals.
- Own turning investment decisions into fund positions, including assisting in sourcing, analyzing, and executing investments across the full deal cycle.
Requirements
- 2–5+ years in venture secondaries, fund-of-funds operations, or Big Law VC practice.
- Hands-on experience managing secondary LP stakes and/or direct secondaries.
- Fluency with LPAs, side letters, transfer docs, and secondary agreements; strong Excel/Sheets and data hygiene.
- Actively applying AI to gain leverage.
- Comfort working with administrators, auditors, and custodians; detail-obsessed and deadline-reliable.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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