Investment Analyst
Trolley Co
About the job Investment Analyst
Job Details
- Classification: Independent Contractor
- Location: Remote
- Hours: Full-time
- Reports to: Principal, Kinship Ventures
- Founder-mode operator - high agency, high EQ, razor-sharp instincts, and an ability to read the room and act before being asked.
- Context-switcher - comfortable moving between fundraising materials, LP communications, and diligence work in the same day, without losing focus or dropping a thread.
- Exceptional communicator - you write clearly, warmly, and precisely, adapting register depending on whether the reader is an LP, a founder, or an internal stakeholder
- Operational powerhouse - you drive structure, efficiency, and accountability in fast-moving, complex environments.
- AI-native and no-code-fluent - proficient with Claude and ChatGPT for research, drafting, and analysis; you use AI to move faster without losing your own judgment or point of view; you maintain your own Notion dashboards, plugins, and AI agents, and build no-code/AI automations and workflows that give leverage.
- Killer at Notion - you build and maintain Notion boards, databases, and trackers that organize relationships, projects, and priorities across the business.
- Sharp writer and researcher - you produce clean, efficient memos, updates, and diligence work that get straight to the point, no fluff.
- Builder, not just a user - you treat AI as an operating system: testing new tools and agents, folding the useful ones into daily workflows, and documenting what works so others can run with it.
- Forms opinions, not just data - you don't just assemble research; you tell the reader what it means and what you'd do about it
- Financially and operationally fluent - comfortable with term sheets, diligence, cap tables, and budgets, not just calendars and correspondence.
- A finisher - you own things through to completion and can point to what shipped, not what's in progress.
- Highly collaborative with a good sense of humor - you don't take things personally, and you stay warm, steady, and easy to work with under pressure.
- Highly trustworthy and discreet - you'll handle sensitive information and critical relationships.
- You track everything - no follow-up, no commitment, no document request falls through the cracks.
- You move between analytical and relational work in the same day without losing quality in either - a diligence call in the morning, an LP update in the afternoon.
- You communicate early and often - proactive updates are the default, not the exception.
- You're direct, warm, and honest. You don't avoid hard conversations, and you're never passive-aggressive.
- You handle direct communication well - you say what you mean, and you don't get rattled when others do the same.
- You assume good intent and offer people the benefit of the doubt - and expect the same in return.
- This is a high-trust, high-intensity partnership, closer in rhythm to a co-founder relationship than a standard 9-to-5 - expect real-time check-ins on weekends and off-hours when things are moving. If you need a strictly bounded schedule, this isn't the role.
- You know when to escalate to the Principal and when to facilitate flow, and you understand that small gestures, done right, build long-term trust and relationship equity.
1. 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 the development of fund decks, one-pagers, and data room materials
- Contribute to fund newsletters and outward-facing communications
- 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: market sizing, competitive benchmarking, 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
- 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
- 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 an analytical one
- 2-3 years of relevant experience in venture capital, investment baking, startup ops/strategy, consulting or founder (office) roles.
- Direct exposure to fundraising, investor relations, or LP communications
- Exceptional written English. This is a primary filter. You write clearly, warmly, and precisely, and you adapt register depending on whether the reader is an LP, a founder, or an internal stakeholder
- Strong verbal communication. You are credible on calls with senior investors and operators
- Solid analytical foundation: 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, autonomous, and able to hold multiple workstreams without dropping threads
- Experience supporting an active fund raise
- Some marketing or copywriting strength, enough 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
- Not a Principal or investment decision maker. You support conviction; you do not set it
- Not a standalone copywriter. Writing is embedded in the role, not the whole role
- Not an operations or systems role
- Not an executive assistant
- 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
- 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
- Owns LP tracking and follow-up end to end; nothing pending, nothing missed
- Fundraising materials maintained without prompting
- Multiple research pieces delivered, with a clear point of view each
- 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 in the fund's voice without a review cycle on routine communications
- Research and documentation workflows fully owned
Application Requirement Submit two writing samples: one analytical piece such as a memo, thesis, or research note, and one relationship-facing piece such as an LP update, recap email, or investor communication. Writing samples carry significant weight in this process.
Vacancy posted 1 day ago
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