Job Description

Job Description

Our firm is a growth equity firm based in both the Bay Area and New York. Having partnered with 50+ high-growth software businesses and with $2B+ in AUM with a brand-new Fund, our client's mission is to be the partner of choice for growth-stage entrepreneurial teams who are building amazing software targeted at business buyers of all sizes.

Strategic Development Responsibilities:

• Partner with FIRM portfolio companies (50+) to develop and execute strategic initiatives for liquidity management and capital structure optimization
• Support the build-out of dedicated ECM and DCM functions, working closely with private equity firms, strategics, and intermediaries worldwide
• Assist in identifying and evaluating strategic partnership opportunities across the portfolio, including potential tuck-in M&A activities
• Develop and refine the strategic development playbook, executing awareness campaigns that

position portfolio companies for optimal outcomes

• Build comprehensive datarooms and assist CEOs and management teams in positioning their businesses for strategic transactions
• Create compelling collateral that demonstrates FIRM’s Strategic Development expertise as a key value-add, positioning the firm as the growth equity partner of choice through targeted thought leadership materials

Investor Relations & Communications:

• Help develop and maintain institutional-quality marketing materials and investment presentations that effectively communicate the firm's value proposition
• Support the creation and execution of strategic communications initiatives to enhance the firm's market presence as preeminent
• Assist in managing relationships with current and prospective institutional investors, family

offices, and investment consultants

• Build relationships with leading technology founders, investors, and acquisition teams

Required Skills:

• Exceptional financial modeling and analytical capabilities, with strong attention to detail
• Outstanding written and verbal communication skills, with ability to interact professionally with senior executives
• Strong project management abilities and demonstrated capacity to handle multiple

workstreams simultaneously

• Proficiency in standard financial software and Microsoft Office suite, particularly Excel and PowerPoint

Benefits:

• Regular exposure to C-suite leadership across our portfolio companies and limited partners
• Competitive base salary with performance-based bonus structure
• Structured mentorship program with FIRM’s Partners focused on your career development
• Flexible work arrangements between our New York and San Mateo offices

Culture:

• Join a collaborative team that values intellectual curiosity and entrepreneurial thinking
• Unique opportunity to work at the intersection of capital markets, technology, and strategic development

Experience & Background:

• 1-3 years of experience in investment banking, private equity, consulting, corporate development, Family Office / OCIO experience or a combination of the above
• Strong preference for candidates with exposure to software, SaaS, or technology sectors
• Experience with capital raise materials, transaction support, investment memoranda, or company positioning collateral highly valued
• Strong academic credentials from a top-tier institution, with demonstrated excellence in quantitative and analytical coursework
• Self-starter capable of managing multiple high-visibility projects with limited supervision,

demonstrating strong prioritization skills and ability to deliver polished work products under tight deadlines

This firm operates on a hybrid schedule (three days in office, two remote). The ideal start date is Q1 2026.

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