What are the responsibilities and job description for the Investment Associate position at Initio Capital?
Location: San Francisco, CA (On-site)
Compensation: $140k – $200k
Type: Full-time
Visa Sponsorship: Not available (Transfer/TN may be considered for select candidates)
About The Role
A lean and fast-moving San Francisco-based family investment office is seeking a sharp and entrepreneurial Investment Associate to join their team. This individual will work closely with the principal and a small, cross-functional group to manage and deploy capital across a broad range of asset classes, including public markets, private equity, venture capital, hedge funds, real estate, and crypto-assets.
The firm is especially active in early-stage technology investing, with areas of interest including AI/ML, gaming, consumer internet, and emerging platforms. The role offers meaningful responsibility from day one and the opportunity to lead new investment initiatives in a highly dynamic environment.
Key Responsibilities
The firm is the private investment office of a prominent technology founder and investor. With a flexible mandate and long-term horizon, it actively invests across the capital spectrum, from seed-stage startups to public equities and real estate. The team operates with the agility of a startup and the rigor of an institutional allocator, offering a unique blend of exposure and impact.
Compensation: $140k – $200k
Type: Full-time
Visa Sponsorship: Not available (Transfer/TN may be considered for select candidates)
About The Role
A lean and fast-moving San Francisco-based family investment office is seeking a sharp and entrepreneurial Investment Associate to join their team. This individual will work closely with the principal and a small, cross-functional group to manage and deploy capital across a broad range of asset classes, including public markets, private equity, venture capital, hedge funds, real estate, and crypto-assets.
The firm is especially active in early-stage technology investing, with areas of interest including AI/ML, gaming, consumer internet, and emerging platforms. The role offers meaningful responsibility from day one and the opportunity to lead new investment initiatives in a highly dynamic environment.
Key Responsibilities
- Evaluate investment opportunities across asset classes: early/growth-stage tech, public equities, funds, and alternatives
- Build detailed financial models and perform due diligence and risk assessments
- Monitor portfolio performance and manage investment reporting
- Conduct in-depth research on markets, sectors, and trends (especially in tech and AI)
- Help shape and iterate the firm’s long-term investment strategy
- Build and maintain relationships with VCs, PE firms, founders, and other deal sources
- Coordinate with external advisors (legal, accounting, real estate, etc.)
- Identify operational efficiencies and support strategic projects as needed
- 2–6 years of experience in investment banking, private equity, hedge funds, equity research, or a similar analytical investment role
- Strong modeling and analytical skills
- Excellent written and verbal communication
- Interest in early-stage technology and a desire to work in a nimble, high-exposure role
- Self-starter with strong attention to detail and a collaborative mindset
- In-person role in San Francisco (currently in Mission District; moving to Jackson Square in Fall 2025)
- Small team of 4 (including another investment analyst, controller, and chief of staff)
- Tools used include ChatGPT, Perplexity, and Grok
The firm is the private investment office of a prominent technology founder and investor. With a flexible mandate and long-term horizon, it actively invests across the capital spectrum, from seed-stage startups to public equities and real estate. The team operates with the agility of a startup and the rigor of an institutional allocator, offering a unique blend of exposure and impact.
Salary : $140,000 - $200,000
