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500 Global · 2 days ago

Investment Associate

Palo Alto, CA

Full-time

Onsite

Mid Level

$110K/yr - $120K/yr

4+ years exp

500 Global is a prominent investment firm seeking an Investment Associate to join their Global Investment Team. This role focuses on deal sourcing, screening, and providing post-investment support while collaborating with a team of investment professionals.

FinanceFinancial ServicesFunding PlatformInternetVenture Capital

Responsibilities

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 company’s progress, understand competitive landscapes, company’s 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 fund’s signature

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

Collaborate with accelerator batch company’s growth coaches during the program to align on the company’s 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

Qualification

Deal sourcingDeal diligenceInvestment analysisSalesforceMetrics-drivenHigh integrityCurious about automationBias to actionTrust buildingCompany-first attitude

Required

Bachelor's 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