Investment Analyst

Overview

• Classification: Independent Contractor
• Location: Remote
• Hours: Full-time
• Reports to: Principal

This role supports the fund across two fronts: capital formation and investment work. Writing is a meaningful part of the position, with substantial responsibility for LP updates, recaps, memos, and fund communications.

Responsibilities

Fundraising & LP Support

• Support active fundraising workstreams, from materials preparation through follow-up
• Draft LP updates, recap emails, follow-up notes, and outreach communications
• Maintain LP pipeline tracking and keep records current after every meeting
• Prepare briefing materials and background research ahead of LP conversations
• Support development of fund decks, one-pagers, and data room materials
• Contribute to fund newsletters and outward-facing communications

Investment Research & Diligence

• Develop market maps, thematic research, and investment theses across target sectors
• Conduct primary research through calls with operators, customers, and industry experts
• Support quantitative and qualitative diligence, including market sizing, competitive benchmarking, and financial analysis
• Contribute to investment memos and materials for internal decision-making
• Track deal flow, co-investor activity, and market momentum
• Maintain research libraries and diligence documentation

Deal Support

• Support deal execution workstreams alongside the Principal
• Assist with diligence coordination, data requests, and document tracking
• Build working familiarity with term sheets, cap tables, and governance documents
• Keep deal materials current and accessible across the team

Written Communication

• Write clear, warm, polished communications that adapt tone to the audience
• Turn meetings and conversations into accurate, useful written recaps
• Draft materials that go directly to LPs, founders, and co-investors with minimal editing
• Support fund communications that require a marketing sensibility, not only analytical work

Requirements

• 2–3 years of relevant experience in venture capital, investment banking/investment baking, startup ops/strategy, consulting, or founder (office) roles
• Direct exposure to fundraising, investor relations, or LP communications
• Exceptional written English (primary filter): write clearly, warmly, and precisely; adapt register by audience (LP, founder, or internal stakeholder)
• Strong verbal communication; credible on calls with senior investors and operators
• Solid analytical foundation, including financial modeling, market sizing, competitive analysis, and comfort with accounting fundamentals
• Working familiarity with term sheets, cap tables, and diligence processes
• Proficiency in Excel, PowerPoint, and Google Workspace
• AI fluency with Claude and ChatGPT for research, drafting, and analysis (no coding required)
• Comfortable working with US-based teams and American business culture
• Organized and autonomous; able to manage multiple workstreams without dropping threads

Preferred Qualifications

• Experience supporting an active fund raise
• Some marketing or copywriting strength to contribute to newsletters and outward-facing fund communications
• Consumer, media, or brand sector exposure
• Bachelor’s degree in business, finance, economics, or a related field

How You Will Work

• Track everything: proactive follow-up, commitments, and document requests do not fall through the cracks
• Move between analytical and relational work in the same day without losing quality
• Communicate early and often with proactive updates
• Handle direct conversations with warmth and honesty
• Operate in a high-trust, high-intensity environment with real-time check-ins beyond a strictly bounded schedule (including weekends/off-hours when needed)
• Know when to escalate to the Principal versus facilitate flow

Success Metrics

30 Days

• Full fluency in the fund’s thesis, portfolio, and active pipeline
• LP pipeline tracking current and accurate
• Fundraising materials audited; gaps and outdated content flagged
• First LP communications drafted and shipped with minimal revision
• Research priorities agreed with the Principal

60 Days

• LP pipeline fully current, with every meeting logged and followed up
• Fundraising materials updated and consistent across deck, one-pager, and data room
• First market map or thematic research piece delivered
• Contributing to active diligence workstreams with limited direction
• LP communication drafted independently and shipped with light editing

90 Days

• Own LP tracking and follow-up end to end; nothing pending, nothing missed
• Fundraising materials maintained without prompting
• Multiple research pieces delivered, each with a clear point of view
• Diligence support delivered on live opportunities, including primary research calls
• Written work reaches LPs and founders with editing that is optional, not required
• Trusted to draft routine communications in the fund’s voice without a review cycle
• Research and documentation workflows fully owned

What This Role Is Not

• Not a Principal or investment decision maker; you support conviction
• Not a standalone copywriter; writing is embedded in the role
• Not an operations or systems role
• Not an executive assistant

Application Requirement

Submit two writing samples:

1. One analytical piece (e.g., a memo, thesis, or research note)
2. One relationship-facing piece (e.g., an LP update, recap email, or investor communication)

Writing samples carry significant weight in the process.