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Investment Associate

Job in Palo Alto, Santa Clara County, California, 94306, USA
Listing for: 500 Global
Full Time position
Listed on 2026-02-03
Job specializations:
  • Business
    Financial Analyst
  • Finance & Banking
    Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 110000 - 120000 USD Yearly USD 110000.00 120000.00 YEAR
Job Description & How to Apply Below

Plays a pivotal role on the Global Investment Team, working closely with a collaborative group of investment professionals including the firm’s 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 organized around a sector or business model.

Responsibilities
  • Deal sourcing – establish connections with peer investors and founders to generate 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 metrics and unit economics, calculate market size and conduct founder reference checks.
  • Deep analysis of prospective investment opportunities including evaluating upside outcomes and downside risk – model various scenarios, build competitive landscapes, examine market size data.
  • Process deal memos on post‑investment transactions (financings, M&A, ESOP requests, AGMs and other shareholder‑related resolutions that require the fund’s signature).
  • Collaborate closely with Partners and General Partners to execute the fund’s investment thesis, advocate/pitch prospective investments and 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 present follow‑on investment opportunities to the investment committee for a decision.
  • Identify key milestones and metrics to position the investments for Seed, Series A, and follow‑on rounds.
  • 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 insights internally and externally via the 500 blog.
Minimum Qualifications
  • Bachelor’s degree in a relevant field from a top‑tier university.
  • At least 2 years of experience in an operational role for a high‑growth startup or proven experience in strategy consulting, strategic planning or finance.
  • Or an equivalent combination of education and experience.
  • Full‑time, in‑person commitment in the SF Bay Area.
Preferred Qualifications
  • AI fluency – stay on top of the latest AI trends and tools.
  • High curiosity and ability to learn rapidly; go from 0 to PhD level understanding in days.
  • Ability to move between layers of abstraction – from detailed knowledge to high‑level trends and insights.
  • Technical and/or graduate degree.
  • Startup founder or operator experience.
  • High integrity, judgment and discretion with confidential information.
  • Metrics‑driven – analyze and synthesize data to draw conclusions.
  • Curious about developing systems to automate reporting/analytics and empower business users.
  • Bias to action – take initiative and remain communicative, adaptable and reliable.
  • Ability to quickly build trust with team members, cross‑functional partners and portfolio founders.
  • Leverages subject‑matter experts – consult internal experts before publishing work.
  • Company‑first mindset – respect the company’s brand and help it shine.
Benefits

Pay Range Details – New York: $110,000 – $120,000 annually (exact compensation may vary based on skills, experience, and location).

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Position Requirements
10+ Years work experience
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