Investment Associate

San Francisco, California, United States | Turn/River Capital | Full-time

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About Turn/River

Turn/River Capital is a leading technology-focused private equity firm headquartered in San Francisco with over $700M in assets under management. We specialize in growth capital investments, founder liquidity, buyouts, spin-outs, and recapitalizations of small-scale web technology.

Our mission is to grow established B2B SaaS companies that have been largely bootstrapped, lean, and profitable to date. We combine capital with data-driven marketing, sales optimization, and operational execution to help companies double or triple their growth and build significant value.

At Turn/River, we are analytically minded, curious by nature, and voracious learners. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer with an inclusive working environment.

 

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.

 

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

 

Experience/skills

  • 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

At Turn/River, we are analytically minded, curious by nature, and voracious learners. We encourage BIPOC (Black/Brown, Indigenous, and other People of Color) applicants to apply. We are an equal opportunity employer with an inclusive working environment.