CareerPlan

Associate or Principal, Thematic Investing

New York, NY, USFull-time2026-11-05 → 2026-11-09

Core

Build and refine investment theses on major themes while leading end-to-end diligence and execution of venture equity/debt transactions in growth-stage technology companies.

Role type

Associate or Principal, Thematic Investing (Investment Analyst/Associate)

Builds

Investment theses, valuation models, and live equity/debt transactions for growth-stage tech companies.

Domain

Private Equity / Venture Capital / Thematic Investing

Required skills

Financial modeling, valuation, credit underwriting, investment committee materials, research workstream leadership, cross-functional coordination, theme identification, AI-native tool usage, presentation drafting

Preferred skills

Growth-stage technology investing experience, AI frontier model fluency

Technologies

AI-based tools, frontier models

Responsibilities

Lead core thematic research workstreams; execute venture equity & debt transactions including underwriting and structuring; cover single-name credits; build valuation models; draft investment theses; monitor risks and surface emerging issues; leverage data analytics and AI tools for process efficiency

Seniority

Associate or Principal (4+ years experience)