Investment Analyst (2027)

Turn/River Capital

$145K — $155K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree from a competitive program with strong academic performance
  • Excellent communication and relationship-building skills
  • Avid self-learner with a passion for personal development
  • Proven ability to prioritize and manage multiple tasks with attention to detail
  • Strong project management and organizational abilities
  • Interest in investing, data analysis, technology, and relationship development
  • Experience in B2B software or finance, and familiarity with sales tools is beneficial

Responsibilities

  • Identify and assess market opportunities relevant to Turn/River's investment focus
  • Engage CEOs of potential investment companies to build excitement for Turn/River's brand
  • Evaluate companies using operational and financial metrics, and communicate findings to the investment team
  • Collaborate with investment professionals to strategize capital deployment and transaction execution
  • Develop and implement sourcing processes and test marketing strategies for effectiveness

Benefits

  • Opportunity to impact high-growth technology firms
  • Comprehensive medical, dental, and vision insurance for employees and dependents
  • Flexible vacation policy that supports work-life balance
  • 401K matching to help with future financial planning
  • Paid parental leave to support families
  • Commuter benefits that ease travel costs
  • Health and Wellness programs promoting employee well-being
  • Household Services benefits for home-related assistance
  • Annual equipment reimbursement for home office setup
  • Donation matching to encourage community involvement
  • Work from home options on Mondays and Fridays
  • Engaging company culture with regular team lunches and social events
Full Job Description
About the Role

This is a 2 year, entry-level Analyst program beginning August 2027

We're looking for driven individuals with an interest in tech and finance to join Turn/River's growing Investment & Sourcing Team. Turn/River partners with software companies by providing both capital and hands-on operational expertise, with a deep focus across marketing, sales, and customer operations.

In this role, you'll identify and evaluate B2B software businesses based on financial performance and operational improvement opportunities aligned with Turn/River's proprietary go-to-market playbooks. You'll speak directly with CEOs of software companies, learning how to grow software companies with modern strategies. Deal identification and sourcing is a critical function of our investment strategy, and exceptional performers will have the opportunity to grow into partner-track investing roles over time.

Prior finance experience or coursework is a plus, but not required. We encourage applicants from varied backgrounds and undergraduate programs, including but not limited to marketing, communications, business, political science, and psychology. Ideal candidates will have high energy, provide thoughtful insights, excel in prioritization, and take creative approaches to identifying and getting in front of top prospects, all while working effectively within a team.

Key Responsibilities
  • Identify and define market opportunities and verticals that are interesting to Turn/River
  • Engage with interesting companies and their CEOs that fit our target investment profile and get them excited about the Turn/River brand
  • Qualify companies through conversations and various operational and financial metrics, then present these findings to our broader investment team
  • Partner with investment professionals to deploy capital and execute transactions
  • Actively build and carry out sourcing processes, technologies, and positioning by A/B testing various marketing, sales, and growth best practices


Qualifications
  • Undergraduate degree from a competitive program, with demonstrated strong academic performance
  • Strong communication and relationship-building skills
  • Avid self-learner
  • Ability to prioritize and perform multiple tasks simultaneously with extreme attention to detail
  • Strong project management and organizational skills
  • Passionate about investing, data, technology, and relationship development
  • Experience in B2B software, finance, and proficiency with sales tools a plus


Location
  • San Francisco, CA (hybrid work model)


Compensation
  • The annual base salary range for this role is $145,000-$155,000, 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

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