Investment Associate

Scope:

Plays a pivotal role on the Global Investment Team working closely with a collaborative group of investment professionals including the firms Managing Partners. This role is primarily engaged in deal sourcing and screening trend analysis pre-investment diligence Accelerator Program company mentorship and post-investment deal support. May lead cross- functional investment teams that are organized around a sector or business model.

Essential Functions:

• Deal sourcing - establish connections with peer investors and founders to get deal flow; may include speaking at panels conferences podcasts and other networking events. Serve as primary deal lead for individually sourced companies and support them throughout the accelerator program and beyond.
  

• Deal screening - connect with founder prospects conduct screening calls evaluate investment opportunities
  

• Deal diligence - gather information about the companys progress understand competitive landscapes companys metrics and unit economics calculate market size and conduct founder reference checks.
  

• Conduct deep analysis of prospective investment opportunities including evaluating upside outcomes and downside risk - modeling various scenarios building competitive landscapes examining market size data.
  

• Process deal memos on post-investment transactions i.e. financings M&As ESOP requests AGMs and other shareholder-related resolutions that need the funds signature.
  

• Closely collaborate with Partners and General Partners to execute the funds investment thesis in addition to advocating/pitching prospective investments. Write internal investment memos highlighting risks and investment theses.
  

• Collaborate with accelerator batch companys growth coaches during the program to align on the companys goals and support growth experiments
  

• Identify high performing portfolio companies and float up follow-on investment opportunities to the investment committee for a decision.
  

• Identify key milestones and metrics to best position the investments for Series A and follow-on.
  

• Comprehend and verify cap tables and distribution waterfall structures to assist portfolio companies in financings or exits as needed.
  

• Research and discover meaningful trends. Share those insights internally and externally via the 500 blog.
  

Requirements

• Bachelors degree in a relevant field.
  

• 4 or more years of experience in an operational role for a high growth startup or proven experience in a strategy consulting strategic planning or finance role.
  

• Or equivalent combination of education and experience.
  

• Advanced proficiency in Salesforce.
  

Preferred Qualifications:

• Graduate business degree.
  

• Startup or large cap tech company operator experience
  

• High integrity stellar judgment and discretion to handle and manage highly sensitive confidential and non-public information.
  

• Metrics-driven. Knows how to analyze and synthesize data and draw reasonable conclusions.
  

• Curious about developing systems to help automate reporting/analytics and put more data directly in the hands of business users.
  

• Bias to action. Takes initiative and remains communicative adaptable and reliable.
  

• Ability to quickly build trust and connect with other team members cross-functional partner and portfolio founders.
  

• Leverages subject matter experts. Consults internal experts for review and validation before publishing work.
  

• Company-first. Deep respect and humility for the companys brand. Wants to adapt to make the brand shine versus using the brand to make oneself shine.