Investment Associate - ABF - San Francisco
JSS · San Francisco, CA
FULL-TIME
Posted Sep 9, 2026
Job Description
Investment Associate – Asset-Based Finance Boutique Investment Firm - $125,000 plus bonus.
San Francisco (On-site)
About the Firm
Our client is a boutique investment firm that specializes in providing bespoke asset-based credit solutions to help high-growth companies scale through critical milestones. They act as a key financing partner to the world's most innovative businesses, particularly within the fintech ecosystem.
The Role
As an Investment Associate, you will join the firm's core Investment Team, working across the entire deal lifecycle. This is a high-visibility, high-impact position ideal for an individual passionate about fintech and armed with a rigorous understanding of asset-backed corporate finance fundamentals.
Key Responsibilities
- Underwriting & Credit Analysis: Evaluate complex investment opportunities within the fintech market
- Data & Portfolio Manipulation: Work fluently with large, diverse datasets
- Deal Execution: Prepare institutional-grade investment memos with a strong attention to detail and actively support all aspects of the deal execution process.
- Portfolio Monitoring: Monitor active portfolio companies to ensure accurate reporting and generate comprehensive performance reviews.
- Sourcing & Brand Building: Aid in deal sourcing by identifying emerging companies, organizing initial meetings, and developing marketing content to support the firm's brand.
Qualifications & Requirements
- Experience: 2–4 years of experience across private credit investing, investment banking, debt capital markets, leveraged finance, structured/asset-based finance, or restructuring.
- Education: Bachelor’s degree from a top-tier institution.
San Francisco (On-site)
About the Firm
Our client is a boutique investment firm that specializes in providing bespoke asset-based credit solutions to help high-growth companies scale through critical milestones. They act as a key financing partner to the world's most innovative businesses, particularly within the fintech ecosystem.
The Role
As an Investment Associate, you will join the firm's core Investment Team, working across the entire deal lifecycle. This is a high-visibility, high-impact position ideal for an individual passionate about fintech and armed with a rigorous understanding of asset-backed corporate finance fundamentals.
Key Responsibilities
- Underwriting & Credit Analysis: Evaluate complex investment opportunities within the fintech market
- Data & Portfolio Manipulation: Work fluently with large, diverse datasets
- Deal Execution: Prepare institutional-grade investment memos with a strong attention to detail and actively support all aspects of the deal execution process.
- Portfolio Monitoring: Monitor active portfolio companies to ensure accurate reporting and generate comprehensive performance reviews.
- Sourcing & Brand Building: Aid in deal sourcing by identifying emerging companies, organizing initial meetings, and developing marketing content to support the firm's brand.
Qualifications & Requirements
- Experience: 2–4 years of experience across private credit investing, investment banking, debt capital markets, leveraged finance, structured/asset-based finance, or restructuring.
- Education: Bachelor’s degree from a top-tier institution.
Additional Details
- City
- San Francisco
- State
- California
- Country
- US
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