Investment Analyst

4 weeks ago


San Francisco, California, United States Evolve Talent Partners Full time
Job Overview

Evolving the future of investment management, Evolve Talent Partners is seeking a skilled Investment Analyst to join their dynamic Investor Relations Team in San Francisco.

This is an exceptional opportunity for a detail-oriented and analytical professional to contribute to the production of marketing and investor materials, while providing timely responses to RFPs/DDQs and existing investor communication.

The ideal candidate will possess a strong understanding of venture capital and/or private equity investments, funds mechanics, and performance metrics, with excellent communication and analytical skills.

Key Responsibilities:

  • Coordinate with internal departments and external service providers to produce accurate reporting and timely service to investors and prospective investors
  • Field and fulfill various investor requests, reports, and queries
  • Contribute to the production of marketing and investor collateral, including presentation pitch decks and ad hoc update materials
  • Other duties as assigned

Requirements:

  • 1-3 years of institutional asset management experience and applicable undergraduate college degree; or equivalent combination of education and experience
  • Effective communicator and ability to write clearly and concisely
  • Strong analytical skills, with an ability to present data effectively through written material
  • Mastery of Microsoft Office products, including Excel, PowerPoint, and Word
  • Exceptionally detail-oriented and ability to multi-task
  • A strong work ethic and client-focused mindset
  • Demonstrated organizational skills
  • Strong interpersonal skills and a demonstrated commitment to teamwork
  • Familiarity with pooled vehicle reporting materials, such as Capital Account Statements and Audited Financial Statements

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