What are the responsibilities and job description for the Investment Associate position at Turn/River Capital?
About Turn/River
Turn/River Capital is a private equity firm that applies a proprietary growth engineering strategy to investing, partnering with software businesses to accelerate growth and build enduring value. The firm’s team of equal parts investors and operators provides hands-on operational support and the flexible capital to systematically scale marketing, sales and customer success at its portfolio companies. Founded in 2012 and based in San Francisco, Turn/River has $4.7bn in committed capital and invests globally with a focus on North America and Europe.
About The Role
We are looking for experienced individuals with a track record of success to join Turn/River’s growing investment team. As an investor, we provide strategic operational support to our portfolio investments. Several of our team members come from operational backgrounds where individuals focus on various aspects of digital marketing, sales, and account management. In this role, you will facilitate investment transactions that maximize the impact of this capacity in collaboration with the broader investment team. Successful candidates will have a creative, analytical mind and possess an aptitude to understand software businesses across verticals. He or she will navigate investment activities and conversation with executives to secure key deals for the firm.
Key Responsibilities
Turn/River Capital is a private equity firm that applies a proprietary growth engineering strategy to investing, partnering with software businesses to accelerate growth and build enduring value. The firm’s team of equal parts investors and operators provides hands-on operational support and the flexible capital to systematically scale marketing, sales and customer success at its portfolio companies. Founded in 2012 and based in San Francisco, Turn/River has $4.7bn in committed capital and invests globally with a focus on North America and Europe.
About The Role
We are looking for experienced individuals with a track record of success to join Turn/River’s growing investment team. As an investor, we provide strategic operational support to our portfolio investments. Several of our team members come from operational backgrounds where individuals focus on various aspects of digital marketing, sales, and account management. In this role, you will facilitate investment transactions that maximize the impact of this capacity in collaboration with the broader investment team. Successful candidates will have a creative, analytical mind and possess an aptitude to understand software businesses across verticals. He or she will navigate investment activities and conversation with executives to secure key deals for the firm.
Key Responsibilities
- Find and connect with interesting companies, and their CEOs that fit within our target profile
- Building financial models, researching industry dynamics, and writing investment memorandums for potential investment opportunities
- Analyze companies during the due diligence process, by developing a deep understanding of their customers, sales process, lead generation, churn, product positioning, competition, team and market.
- Assist the senior partner in managing the deal making process, including working with lawyers, accountants, and consultants
- Join the board meetings of portfolio companies and work with them post-transaction to improve operational efficiencies and sales & marketing workflow
- Undergrad degree from a top-tier institution with top grades
- 1-3 years of investment banking experience (ideally within Software / Technology group) or growth/private equity experience
- Experience working with SaaS, software, or subscription business
- Excel in building strong relationships
- Data-driven, intellectually curious, and numerically inclined
- Strong project management, organizational skills and process management
- Ability to perform and prioritize multiple tasks simultaneously with extreme attention to detail
- San Francisco, hybrid work model
- The annual base salary range for this role is $255,000 - $260,000, taking into account numerous variable factors that are considered in making compensation decisions including but not limited to skill sets, experience, training, licensure, certifications, and organizational requirements.
- This role may be eligible to participate in the Turn/River carry program and a discretionary bonus program.
- An opportunity to make an impact across multiple high-growth tech firms
- Competitive salary and discretionary bonus
- Medical, dental, and vision insurance
- Flexible vacation policy
- 401K
- Paid parental leave
- Commuter benefits
- Donation matching
- Work from home Monday & Friday
- Energetic work environment with snacks and weekly team lunches, centrally located near multiple public transit lines
- A company that enjoys having fun: holiday parties, annual company offsite, annual summer "work from anywhere" month
Salary : $255,000 - $260,000