Senior Investment Professional

3 weeks 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
  • Investment Opportunity Identification: Identify and evaluate investment opportunities in startups from technical and commercial aspects.
  • Due Diligence: Conduct thorough due diligence, including market research, financial analysis, and competitive landscape assessment.
  • Investment Recommendations: Develop and present investment recommendations to the senior leadership team.
  • Portfolio Management: Manage and monitor portfolio investments, providing strategic guidance to portfolio companies.
  • Relationship Building: Build and maintain strong relationships with entrepreneurs, industry experts, and co-investors.
  • Industry Research: Stay updated with industry trends, emerging technologies, and market dynamics to inform investment decisions.
  • Negotiation and Deal Execution: 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: Demonstrated ability to source, evaluate, and execute investment opportunities.
  • Communication: Excellent communication and presentation skills.
  • Network: Strong network within the technology and investment communities.
  • Teamwork: Ability to work independently and as part of a team in a fast-paced, dynamic environment.
Competencies
  • Integrity: 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 Thinker: Creative and nimble thinker capable of developing new ways of thinking about problem/solution/structure and/or investment theme.


  • San Francisco, California, United States Virtus Investment Partners Full time

    Job DescriptionVirtus Investment Partners is seeking a highly skilled Senior RFP Specialist to join our team. As a key member of our sales team, you will be responsible for preparing responses to institutional and retail RFPs and due diligence questionnaires.The ideal candidate will have a strong background in investment management and excellent...


  • San Francisco, California, United States Right Hand Talent Full time

    {"title": "Senior Associate/Vice President", "description": "Role OverviewRight Hand Talent is seeking a highly skilled and motivated Senior Associate or Vice President to join our investment team. As a key member of our team, you will collaborate closely with our partners to identify and evaluate new investment opportunities, conduct due diligence, and...


  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    Job SummaryWe are seeking a highly skilled Senior Investment Officer to join our team at The Association of Asian American Investment Managers. As a key member of our investment team, you will be responsible for overseeing the management of our real assets portfolio, including risk management, asset allocation, and performance reporting.Key...


  • San Francisco, California, United States Right Hand Talent Full time

    {"title": "Senior Associate/Vice President", "description": "At Right Hand Talent, we're seeking a highly skilled and motivated Senior Associate or Vice President to join our investment team. As a key member of our team, you'll collaborate closely with our partners to identify and evaluate new investment opportunities, conduct due diligence, and support the...

  • Investment Director

    3 days ago


    San Francisco, California, United States Australian Trade and Investment Commission Full time

    Job Title: Investment DirectorJoin the Australian Trade and Investment Commission as an Investment Director and contribute to the growth of exporters, attraction of foreign investors, and deepening of commercial ties between the United States and Australia.About the RoleThe Australian Trade and Investment Commission (Austrade) is seeking an experienced...


  • San Francisco, California, United States Quint Studer Full time

    **About Us**Quint Studer is a leading alternative asset manager, dedicated to creating positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work.We achieve this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management...


  • San Francisco, California, United States BlackRock Services Full time

    About this RoleWe are seeking an experienced investment professional to join our Private Credit team at BlackRock Services. As a key member of our team, you will be responsible for identifying and underwriting new investments, monitoring existing positions, and providing broader fund performance reports.This is an exciting opportunity to work with our Growth...


  • San Francisco, California, United States Right Hand Talent Full time

    About the RoleWe are seeking a highly skilled and motivated Investment Professional to join our team at Right Hand Talent. As a key member of our investment team, you will be responsible for collaborating with our partners to identify and evaluate new investment opportunities, as well as supporting the firm's operations and finance contractors.Key...


  • San Francisco, California, United States Wedbush Securities Full time

    {"Job Title": "Investment Banking Analyst", "Job Description": "Role SummaryWe are seeking a highly motivated and detail-oriented Investment Banking Analyst to join our Healthcare team in San Francisco. As a key member of our team, you will provide transaction support to senior bankers on a broad range of corporate finance transactions, including IPOs,...


  • San Francisco, California, United States Resolute Investment Managers Full time

    Job SummaryWe are seeking a highly motivated and experienced sales professional to join our team as a Regional Sales Director. As a key member of our sales team, you will be responsible for driving sales growth and expanding our presence in the PacNW Region.Key ResponsibilitiesDevelop and execute sales strategies to achieve revenue targets and expand our...


  • San Francisco, California, United States Metis Search Full time

    Job Title: Leading Boutique Technology Investment BankingA leading technology-focused boutique investment bank, headquartered in San Francisco, is seeking an experienced Senior Associate or Vice President to join their Mergers and Acquisitions (M&A) team. This firm is renowned for its deep expertise in several tech-driven sectors, including healthcare...


  • San Francisco, California, United States Wedbush Securities Full time

    Job DescriptionWedbush Securities is a leading securities firm and investment bank that provides innovative financial solutions through its Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent offices, our commitment to...


  • San Francisco, California, United States State Government of Victoria, Australia Full time

    About the RoleWe are seeking an experienced professional to join our team as an Investment Manager - Global Business Development. This is a unique opportunity to work with the State Government of Victoria, Australia, and contribute to the growth of our economy.Key Responsibilities:Develop and implement investment promotion strategies to attract foreign...


  • San Francisco, California, United States NAIOP SoCal Full time

    Job Title: Senior Director, Investment ManagerNAIOP SoCal is seeking a highly skilled Senior Director, Investment Manager to join our team. As a key member of our commercial asset management team, you will be responsible for driving investment strategy, value creation, and outperformance through direct oversight of property operations, leasing, and capital...


  • San Francisco, California, United States Metis Search Full time

    Job Title: Leading Boutique Technology Investment BankingMetis Search is seeking an experienced Senior Associate or Vice President to join our M&A team in a leading technology-focused boutique investment bank headquartered in San Francisco.About the RoleWe are looking for a highly motivated and driven individual with a strong focus on the software or...


  • San Francisco, California, United States Metis Search Full time

    Job Title: Leading Boutique Technology Investment BankingWe are seeking an experienced Senior Associate or Vice President to join our M&A team at a leading technology-focused boutique investment bank headquartered in San Francisco.About the RoleThe successful candidate will work closely with senior leadership and clients, contributing to the execution of...


  • San Francisco, California, United States Invesco Real Estate Full time

    About Invesco Real EstateInvesco Real Estate is a global leader in investment management, offering a range of investment solutions for our clients. Our team of experts works tirelessly to deliver exceptional results and create value for our stakeholders.Our MissionWe are committed to helping our clients achieve their investment goals by providing innovative...


  • San Francisco, California, United States Right Hand Talent Full time

    About Right Hand TalentWe are a venture capital firm dedicated to supporting courageous teams in their pursuit of solving our greatest challenges and creating new models for ecosystem-level change. Our team of experienced investors, entrepreneurs, and operators is passionate about hosting the futures that our hearts know are possible and furthering the...


  • San Francisco, California, United States Metis Search Full time

    Job Title: Leading Boutique Technology Investment BankingAbout the Role:We are seeking an experienced Senior Associate or Vice President to join our M&A team at a leading technology-focused boutique investment bank. The successful candidate will work closely with senior leadership and clients, contributing to the execution of complex deals and enhancing the...


  • San Francisco, California, United States PGIM Full time

    About the RoleWe are seeking a highly skilled Senior Investment Analyst to join our Debt Originations team in San Francisco, California. As a key member of our team, you will be responsible for analyzing and underwriting commercial real estate debt investment opportunities across all property types.Key ResponsibilitiesAnalyze and evaluate commercial real...