Investment Associates/Advisor

7 days ago

Redwood City, United States Tekshapers Inc Full time
Job DescriptionJob Description

Investment Associates/Advisor
Fulltime Permanent
Location: Redwood City, CA USA

You will be an integral part of the investment team, focusing on sourcing, evaluating, and managing early-stage consumer investments. The role involves actively participating in deal sourcing, due diligence, portfolio management, and building strategic partnerships with client firms and incubators. A strong understanding of LLC taxation will also be essential for ensuring portfolio companies and investments are structured efficiently.

Key Responsibilities:

  1. Source and co-lead early-stage consumer investment opportunities.
  2. Lead and manage the end-to-end deal process, including due diligence, financial modeling, and valuation.
  3. Support deal execution, providing critical research and analysis to ensure successful investment outcomes.
  4. Assist in managing portfolio companies by providing ongoing support, including financial modeling, valuation analysis, and business development strategies.
  5. Offer strategic advice to startup portfolio companies, supporting them in fundraising and scaling their businesses.
  6. Conduct regular performance reviews and assist with growth and exit strategies for portfolio companies.
  7. Conduct market and industry research to identify trends and opportunities within the consumer investment space.
  8. Provide insights and recommendations on potential investment targets based on market conditions and competitive landscape analysis.
  9. Advise portfolio companies on LLC tax structures, focusing on maximizing tax efficiency while complying with regulatory requirements.
  10. Provide strategic advice on pass-through taxation, multi-state tax considerations, and the impact of tax changes on the business.
  11. Ensure LLC companies maintain proper tax documentation and advise on filing requirements to avoid unnecessary penalties or financial inefficiencies.

Qualifications:

  • Bachelor's degree in finance, economics, business, or a related field; MBA preferred.
  • 2-4 years of experience in venture capital, private equity, investment banking, or consulting, with a focus on consumer startups.
  • Strong financial modeling, valuation, and analytical skills.
  • Excellent communication, relationship-building, and partnership management abilities.
  • Passion for early-stage investments and supporting startup founders.

Preferred Skills:

  • Experience in working with media partnerships, and exposure to venture capital-related TV shows is a plus.
  • Knowledge of the consumer tech ecosystem and early-stage investing is highly desirable.

Tekshapers is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

  • Investment Advisory Expert

    6 days ago

    Redwood City, California, United States TalentLink Solutions Full time

    Job DescriptionJob Title: Wealth AdvisorCompany: TalentLink SolutionsJob Type: Full-timeLocation: RemoteAbout Us: TalentLink Solutions is a leading provider of wealth management services, dedicated to helping individuals and families achieve their financial goals.Job Summary: We are seeking an experienced Wealth Advisor to join our team. The successful...

  • Strategic Investment Advisor

    3 days ago

    Alexander City, Alabama, United States augmentjobs Full time

    Job Title: Venture Capital Advisor Job Overview: As a leading platform for connecting top talent with the right roles, Augment Jobs is seeking a highly skilled Strategic Investment Advisor to join our dynamic team. In this role, you will leverage your expertise in investment strategies to identify and evaluate high-potential startups, provide strategic...

  • Wealth Advisor

    2 months ago

    Redwood City, United States TalentLink Solutions Full time

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities when provided with appropriate...

  • Lead Financial Advisor

    2 weeks ago

    Redwood City, United States Stratos Wealth Partners Full time

    Lead Financial Advisor Since 2012, Pettinelli Financial Partners has been operating with a service team model. This approach includes several experienced professionals rather than one advisor. We believe that when the clients’ team works in concert, the clients have the greatest opportunity for pursuing their financial goals. By bringing a whole host of...

  • Associate Financial Advisor

    2 weeks ago

    Oklahoma City, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Investment Associate

    3 weeks ago

    Foster City, California, United States Summitry Full time

    An exciting opportunity for a recent college graduate with a strong interest in pursuing a career in investing, and a desire to gain valuable experience in the wealth management industry by supporting our investment professionals. Summitry is a Bay Area wealth management firm with more than $2B in assets, 40+ employees, and over 1000 clients, offering...

  • Wealth Management

    2 months ago

    Jefferson City, United States First Mid Bank & Trust Full time

    Position: Wealth Management & Investment Advisor Location: Jefferson City, MO Job Id: 3684 # of Openings: 0 At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through...

  • Wealth Advisor

    2 months ago

    Panama City, United States Cetera Investment Services LLC Full time

    We are looking for a motivated individual to fill the role of a Wealth Advisor for Regions Wealth Management located at Regions Panama City, FL.Job Description:At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased,...

  • Lead Financial Advisor

    2 weeks ago

    Redwood City, United States Stratos Wealth Partners Full time

    Lead Financial Advisor Since 2012, Pettinelli Financial Partners has been operating with a service team model. This approach includes several experienced professionals rather than one advisor. We believe that when the clients' team works in concert, the clients have the greatest opportunity for pursuing their financial goals. By bringing a whole host of...

  • Experienced Wealth Advisor

    3 months ago

    Redwood City, United States TalentLink Solutions Full time

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities when provided with appropriate...

  • Experienced Wealth Advisor

    3 months ago

    Redwood City, United States TalentLink Solutions Full time

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities when provided with appropriate...

  • Investment Banking Associate

    7 hours ago

    Redwood City, California, United States AQ Technology Partners Full time

    AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in strategic partnerships and financial transactions. We are seeking an experienced Investment Banking Associate to support our team in transactions with growth software companies. Both investment banking and technology industry experience are required. Our...

  • Experienced Wealth Advisor

    3 weeks ago

    Redwood City, United States TalentLink Solutions Full time

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities when provided with appropriate...

  • Associate Financial Advisor

    3 months ago

    Oklahoma City, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    1 month ago

    Oklahoma City, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    3 months ago

    Oklahoma City, United States EDWARD JONES Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Registered Investment Advisor

    5 months ago

    Silver City, United States Farm Bureau Financial Services Full time

    Becoming an Investment Advisor Representative (IAR) with FarmBureau Financial Services opens the door to opportunities. You’ll have the flexibility and earning potential of being a business owner with thesupport of a long-standing and trusted company. Plus your success canseed future growth – like bringing on staff and supporting your community.As an IAR...

  • Registered Investment Advisor

    5 months ago

    Silver City, United States Farm Bureau Financial Services Full time

    Becoming an Investment Advisor Representative (IAR) with FarmBureau Financial Services opens the door to opportunities. You’ll have the flexibility and earning potential of being a business owner with thesupport of a long-standing and trusted company. Plus your success canseed future growth – like bringing on staff and supporting your community.As an IAR...

  • Wealth Management

    3 weeks ago

    Jefferson City, United States First Mid Bank & Trust Full time

    Position: Wealth Management & Investment Advisor Location: Jefferson City, MO Job Id: 3684 # of Openings: 0 At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through financial planning and engagement. Because we are part of First Mid Bancshares, Inc., collaboration, and...

  • Investment Associate

    2 months ago

    Foster City, California, United States Summitry Full time

    An exciting opportunity for a recent college graduate with a strong interest in pursuing a career in investing, and a desire to gain valuable experience in the wealth management industry by supporting our investment professionals. Summitry is a Bay Area wealth management firm with more than $2B in assets, 40+ employees, and over 1000 clients, offering...