Investment Associate

About Turn/River

Turn/River Capital is a private equity firm that applies a proprietary growth engineering strategy to investing, partnering with software businesses to accelerate growth and build enduring value. The firm’s team of equal parts investors and operators provides hands-on operational support and the flexible capital to systematically scale marketing, sales and customer success at its portfolio companies. Founded in 2012 and based in San Francisco, Turn/River has $5.6bn in committed capital and invests globally with a focus on North America and Europe.

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.

Key Responsibilities

• Find and connect with interesting companies, and their CEOs, that fit within our target profile
• Build financial models, research industry dynamics, and write 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 workflows
  
  

Qualifications

• 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 prioritize and perform multiple tasks simultaneously with extreme attention to detail
  
  

Location

• San Francisco, hybrid work model
  
  

Compensation

• The annual base salary range for this role is $280,000 - $290,000, taking into account numerous variable factors that are considered in making compensation decisions including but not limited to skill sets, experience, training, licensure, certifications, and organizational requirements.
  
  

Benefits and Perks

The below benefits are offered to full-time employees based out of our San Francisco office:

• An opportunity to make an impact across multiple high-growth tech firms
• Competitive salary and discretionary bonus
• Medical, dental, and vision insurance covered 100% for employee & dependents
• Flexible vacation policy
• 401K matching
• Paid parental leave
• Commuter benefits
• Health and Wellness benefits
• Household Services benefits
• Home Office benefits
• Annual Home Office Equipment Reimbursement
• Donation matching
• Work from home Monday & Friday
• Energetic work environment with snacks and weekly team lunches 3x per week, centrally located near multiple public transit lines
• A company that enjoys having fun: holiday parties, annual company offsite and retreat, annual summer "work from anywhere" month
  
  

Turn/River provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, religious creed (including religious dress and grooming practices), national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, natural hair styles, age (40 years and over), sexual orientation, veteran and/or military status, protected medical leaves (requesting or approved for leave under any applicable state, or federal leave act), domestic violence victim status, political affiliation, and any other characteristic or status protected by state or federal law.