Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Associate

Invictus Growth Partners

Invictus Growth Partners has more than doubled its AUM in the past year and we are looking for Investment Associates to help us press the advantage. With over $1.3B in AUM, we are actively deploying $30M–$100M+ equity checks into bootstrapped and capital-efficient cloud software, cybersecurity, and fintech companies. This is a high-impact, high-visibility role with meaningful responsibility from day one, direct access to senior leadership, equity participation, and a clear path for advancement. Responsibilities Source and cultivate relationships with founder-led software, cybersecurity, and fintech companies; manage deal flow and develop proprietary sourcing channels Develop and maintain investment theses and market maps across the firm's core verticals Lead financial modeling, valuation, and scenario analysis; conduct comprehensive due diligence Prepare investment memoranda and support Investment Committee review Support portfolio companies on strategic initiatives, board preparation, and operational improvements Contribute to LP communications, investor relations, and firm-wide initiatives Qualifications 2–4 years in investment banking, growth equity, private equity, management consulting, or a high-growth technology role Strong financial modeling skills including SaaS metrics and valuation methodologies Deep intellectual curiosity about software business models and emerging technology trends Excellent written and verbal communication skills; ability to synthesize complexity for IC and LP audiences Self-starter with strong ownership mentality and the ability to manage multiple workstreams Familiarity with AI-powered research and productivity tools; existing ecosystem network a plus Bachelor's degree required Compensation Competitive base salary, performance bonus, and equity participation Direct mentorship from Managing Partners and the Invictus Guild network of world-class operators Full investment lifecycle exposure in a lean, high-performance environment To apply, send your resume and a brief note on why Invictus to View email address on click.appcast.io . Learn more at . #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Associate in San Mateo, CA vacancy
  •  ...Senior Investment Associate | Growth Equity | San Mateo, California A highly regarded, growth-oriented investment firm based in San Mateo is seeking an exceptional Senior Investment Associate to join its expanding investment team. Our client is a distinguished player... 
    Suggested

    Talently

    San Mateo, CA
    4 days ago
  • $60k - $80k

     ...Investment & Venture Associate (Class of 2026 – Entry Level) Full-Time | In-Office Required Location: 3000 Sand Hill Road, Menlo Park, California Silicon Valley Compensation: $60,000 – $80,000 Base + housing support For 2026 Graduates Ready to Start on Sand Hill Road... 
    Suggested
    Full time
    Work at office
    Immediate start
    Relocation
    Relocation package

    Trademarkia

    Menlo Park, CA
    1 day ago
  • $49.5k - $82.5k

     ...information in creating customized customer solutions.* **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.To... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Burlingame, CA
    4 days ago
  • $49.5k - $82.5k

     ...that information in creating customized customer solutions. Managing Risk – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework. Qualifications... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Burlingame, CA
    17 hours ago
  • About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com ( . In this role, you will: Participate in soliciting residential...
    Suggested
    Hourly pay
    Minimum wage
    Work experience placement
    Work at office
    Local area
    Immediate start

    Wells Fargo

    San Mateo, CA
    17 hours ago
  •  ...Full-time 401(k) 401(k) matching Health insurance Health savings account Life insurance Paid time off Vision insurance Education: Associate (Preferred) Experience: Banking: 5 years (Required) Ability to Relocate: San Mateo, CA 94402: Relocate before starting work (Required... 
    Full time
    Relocation

    Southwestern National Bank

    San Mateo, CA
    1 day ago
  • $100k - $150k

    Naver U.Hub INC in Redwood City is seeking an Investment Associate to join their team. In this full-time role, you will support deal execution and market analysis, while having the chance to grow into senior roles within the company. Key responsibilities include identifying... 
    Full time

    Naver U.Hub INC

    Redwood City, CA
    3 days ago
  • $100k - $150k

     ...Our goal is to build sustainable growth between startups and NAVER that goes beyond financial returns. About the Role As an Investment Associate, you'll be a core member of the investment team, supporting deal execution, market analysis, portfolio operations, and... 
    Full time
    Internship
    Work visa

    Naver U.Hub INC

    Redwood City, CA
    3 days ago
  •  ...Advisor responsible for providing tailored financial solutions to clients. In this role, you'll build financial plans, recommend investment strategies, and triage client requests. A high school diploma and Series 7 & 66 licenses are required. The ideal candidate has at... 

    Bank of America

    Belmont, CA
    17 hours ago
  • $172k - $210k

     ...oriented Investor Relations professional to join our Finance team. Reporting to the VP of Investor Relations, you'll help shape how the investment community understands our business, growth strategy, and financial performance. This is a highly visible individual contributor... 
    Flexible hours

    Freshworks

    San Mateo, CA
    3 days ago
  • $60k - $80k

     ...management services to their clients, and they currently have approximately $800M in assets under their care. They are an Investment Operations Associate to support investment operations, client service, and Advisor collaboration. This individual will play a critical role... 

    Claire Myers Consulting

    Redwood City, CA
    17 hours ago
  • Autobahn Motors is seeking a Used Car Buyer to prospect, appraise, and offer to purchase vehicles from current owners for resale. The role focuses on calling, following up, and scheduling appraisals, using CRM for leads, and engaging owners to drive offers. Responsibilities...

    Autobahn Inc.

    Belmont, CA
    1 day ago
  • $50 - $60 per hour

     ...discipline. A Masters or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Belmont, CA
    3 days ago
  • $25 - $30 per hour

    Payrate: $25.00 - $30.00/hr. Summary: The Treasury Analyst joins a dedicated team who support a variety of critical responsibilities which ensures global financial settlement and reconciliations between Inc., its Clients and partner Networks are performed...
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Aditi Consulting

    San Mateo, CA
    4 days ago
  • $19.81 - $28.3 per hour

     ...interviews and while providing regulatory information and notices. Qualifications Education High School Diploma or equivalent required Associate\'s Degree in Financial Management preferred Experience 1+ years of medical office experience preferred 1+ years of financial... 
    Hourly pay
    Work at office
    Remote work
    Shift work

    Mass General Brigham

    Belmont, CA
    2 days ago
  • $100k - $250k

     ...service to their clients. Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include onboarding new clients, servicing existing clients, demonstrating... 

    Empirical Wealth Management

    San Mateo, CA
    2 days ago
  • $100k

     ...Are: Our compensation comes through overrides - we don't charge advisors for support, leads, or marketing. This means we're 100% invested in your success because our revenue depends on your production. What's Included at No Cost All lead generation and presentation scheduling... 
    Full time
    Part time
    Work at office

    Teacher's Pension and Insurance Services

    Belmont, CA
    3 days ago
  • $175k

     ...agent, or salesperson looking to build a high-earning career in investment real estate? Prophet Homes is hiring Investment Real Estate...  ...prospect for listings. Our teams of experienced Acquisitions Associates provide you with consistent inventory to sell Agents are paid... 
    Weekly pay
    Flexible hours

    Prophethomes

    San Mateo, CA
    17 hours ago
  •  ...agent or just breaking into real estate, if you're passionate about sales, love building relationships, and are hungry to learn the investment side of the business—we want to meet you. Requirements Active California Real Estate License, or ability to get licensed quickly... 
    Work at office
    Local area

    Story Homes

    San Mateo, CA
    1 day ago
  •  ...: Regular Your opportunity * In addition to the salary range, this role is also eligible for bonus or incentive opportunities. * Investment Professionals' Compensation | Charles Schwab ( At Schwab, you're empowered to make an impact on your career. Here, innovative thought... 
    Flexible hours

    Charles Schwab Careers

    San Mateo, CA
    16 days ago
  •  ...Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities.  Investment Professionals' Compensation | Charles Schwab At Schwab, you’re empowered to make an impact on your career. Here, innovative... 
    Part time
    Immediate start
    Flexible hours

    Charles Schwab

    San Mateo, CA
    5 days ago
  • $85k - $115k

     ...Associate Financial Advisor (AFA) Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees...  ...1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight. As a flagship firm of... 
    Full time
    Local area
    Immediate start
    Flexible hours

    Summitry

    Foster, CA
    1 day ago
  • $132.85k - $185.98k

    Portfolio Manager II Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Portfolio Manager II to join our Commercial Banking Office in our Napa Redwood office. The Portfolio Manager II requires...
    Work experience placement
    Bank staff
    Work at office

    Bank of Marin

    Redwood City, CA
    2 days ago
  • Bank of America in Belmont, CA is hiring a Financial Solutions Advisor Stage I (FSA I) to support clients in managing their financial needs. This position includes obtaining necessary licenses through dedicated training and progressing in roles that enhance client relations...

    Bank of America

    Belmont, CA
    17 hours ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I to lead client interactions and manage relationships. You will help guide customers through various financial solutions while obtaining required licenses like SIE, Series 7, and Series 66. The ideal candidate...

    Bank of America

    Belmont, CA
    1 day ago
  • $28.85 - $33.65 per hour

     ...your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Belmont, CA
    2 days ago
  •  ...position focused on client engagement, compliance, and oversight. The role involves monitoring account activities, identifying risks in investments, and maintaining communication with clients and senior leadership. Candidates should have 5+ years of relevant experience and... 

    JPMorganChase

    Belmont, CA
    17 hours ago
  •  ...collaboration, and deal flow success. Whether you're an experienced agent or just breaking into real estate, if you're passionate about sales, love building relationships, and are hungry to learn the investment side of the businesswe want to meet you. Story Homes Inc.
    Work at office

    Story Homes Inc.

    San Mateo, CA
    2 days ago
  •  ...Chapter with Story Homes At Story Homes, we don't just do real estatewe create opportunities. We're a fast-growing wholesale investment brokerage built by experienced professionals who connect motivated sellers with investors looking for off-market, deeply discounted... 
    Work at office

    Story Homes Inc.

    San Mateo, CA
    2 days ago
  •  ...financial impact of Hippocratic AI's platform for payor partners, including projected cost savings, utilization changes, and return on investment. Develop pricing frameworks and risk-sharing models for payor contracts, including value-based, capitated, and performance-... 
    Contract work

    Hippocratic AI

    Menlo Park, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Associate. Be the first to apply!