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Olive Asset Management · 19 hours ago

Investment Director

Palo Alto, CA

Full-time

Onsite

Lead/Staff

Olive Asset Management is focused on investment management, and they are seeking an Investment Director to engage with the Silicon Valley startup ecosystem. The role involves conducting research, leading negotiations, and overseeing marketing and business development initiatives.

AdviceAsset ManagementFinancial ServicesManagement Consulting

Hiring Manager

Seven Bian

Responsibilities

Focus on actively managed primary market funds, deeply engage with the Silicon Valley startup ecosystem, conduct in-depth research on technology companies, and perform due diligence as well as industry and sector analysis

Lead the negotiation of commercial terms, and drive projects through internal approval processes, legal documentation drafting, and final launch execution

Be responsible for project roadshows and marketing support, including preparation of presentation materials and coordination with relevant stakeholders

Develop targeted marketing and business development initiatives, including investor education and training programs, design training materials and presentations, deliver on-site investor education, and support relationship managers in acquiring new clients

Oversee post-investment management of existing projects, including ongoing monitoring and follow-up, as well as post-investment reviews and visits with key fund managers

Qualification

Investment analysisNegotiation skillsProject managementMarketing strategiesStakeholder coordination

Required

Lead the negotiation of commercial terms, and drive projects through internal approval processes, legal documentation drafting, and final launch execution

Be responsible for project roadshows and marketing support, including preparation of presentation materials and coordination with relevant stakeholders

Oversee post-investment management of existing projects, including ongoing monitoring and follow-up, as well as post-investment reviews and visits with key fund managers