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Investment Associate (PE/VC) - Single Family Office, SF
Oakland, CAApril 2nd, 2026
About the CompanyOur client is a growing single-family office looking to add an investment associate to their private equity team in Palo Alto. This person will work closely with the managing director on buy-out, growth, and venture strategies. About the RoleSource and evaluate venture capital, LBO, and other opportunistic private equity fundsAssist in review of all deal flow for co-investments/directs, maintenance of pipeline, and due diligence researchResearch target areas, including middle market private equity in the US, Europe, and to a lesser extent, Asia, identify best-in-class managers, and gain access to these managersPlay a significant role in market mapping, creation, and management of manager target listsCultivate and maintain relationships with managersAssist in performing due diligence on funds, creating investment memorandums, monitoring the existing fund portfolio, tracking the overall private equity industry, and developing investment strategiesAssist in private equity portfolio forecastingAssist in ongoing manager monitoring and portfolio administration.Read and report on manager correspondenceSupport the review process for amendmentsAttend annual meetings and serve as either a primary or secondary point-person at GP informational meetings QualificationsMinimum of 1-3 years of investment-related experience at any of the following organizations: buy-side experience strongly preferred: fund of funds, money management firm, foundation, endowment, pension fund, family office, consultant, investment bank, venture capital, or private equity fund.Strong interpersonal skills, including the ability to integrate quickly into a small team of investment professionals and network within the private equity community. This role requires a high degree of interaction with senior investment and private equity professionals, both with team members and independently.Robust quantitative skills, including proficiency with Excel and statistical techniques. Must be detail-oriented and have the ability to quickly learn/apply investment modeling concepts.Bachelor’s degree required - finance educational background preferred. MBA, CFA, or CAIA helpful but not required.Marked interest in private equity and investment management.Superior written and oral communication skills.Experience in project management and coordination.
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