Investment Associate

1 month ago


San Francisco, California, United States Capital Insight Management Llc Full time
Job Summary

We are seeking a highly motivated investment professional to join our investment team at Capital Insight Management Llc. The ideal candidate will have 5-10 years of investment experience in Technology/AI investment, with a strong background in areas such as AI infrastructure/application, deep tech/enterprise services software.

Key Responsibilities
  • Identify and Evaluate Investment Opportunities: Identify and evaluate investment opportunities in startups from technical and commercial aspects.
  • Conduct Due Diligence: Conduct thorough due diligence, including market research, financial analysis, and competitive landscape assessment.
  • Develop and Present Investment Recommendations: Develop and present investment recommendations to the senior leadership team.
  • Manage and Monitor Portfolio Investments: Manage and monitor portfolio investments, providing strategic guidance to portfolio companies.
  • Build and Maintain Relationships: Build and maintain strong relationships with entrepreneurs, industry experts, and co-investors.
  • Stay Updated with Industry Trends: To inform investment decisions, stay updated with industry trends, emerging technologies, and market dynamics.
  • Negotiate and Close Deals: Participate in negotiations, structuring, and closing of investment deals.
Requirements
  • Education: Bachelor's degree in CS/EE/AI or a related field; MBA or advanced degree preferred.
  • Experience: 6-10 years of experience in investment, with a focus on Tech/AI/deep tech/enterprise services software.
  • Skills: Strong analytical skills and proficiency in financial modeling and valuation.
  • Ability to Source and Execute Deals: Demonstrated ability to source, evaluate, and execute investment opportunities.
  • Communication and Presentation Skills: Excellent communication and presentation skills.
  • Network and Teamwork: Strong network within the technology and investment communities. Ability to work independently and as part of a team in a fast-paced, dynamic environment.
Competencies
  • Integrity and Humility: Integrity, humility, strong personal values, work ethic, and maturity.
  • Team Player: Flexible team player with the ability to operate within a lean team.
  • Self-Starter: Energetic, driven, and organized self-starter.
  • Creative Problem-Solver: Creative and nimble thinker? capable of developing new ways of thinking about problem/solution/structure and/or investment theme.


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