AI & Investment Strategy Associate

Private Equity; Boston (MA); On-site; USD 65,000 - 105,000; Full time

Job summary

Private Equity in Boston is seeking a polished, analytical professional to join our investment team at the intersection of AI, research, and private equity. The role involves exploring new technologies, performing market research, supporting deal sourcing, and improving workflows while handling hands-on operational tasks.

You will evaluate AI tools, conduct industry mapping, maintain CRM systems, prepare updates for stakeholders, and collaborate with investment, technology, and data teams in a

Qualifications

• 1–2 years of experience in business development, sales operations, research, or a related field.
• Strong interest in AI and its practical business applications.
• Excellent Excel, PowerPoint, communication, and organizational skills.
• Familiarity with private equity, CRM systems, PitchBook, or Grata is a plus.
• Strong attention to detail, professional presence, and a hands-on, self-starter mentality.

Responsibilities

• Evaluate and implement AI tools to enhance research, sourcing, and investment workflows.
• Conduct industry research, market mapping, and preliminary investment screening.
• Support deal sourcing, pipeline management, and relationship tracking.
• Maintain CRM systems and investment databases.
• Prepare presentations, market updates, and materials for internal and external stakeholders.
• Coordinate industry events and collaborate across investment, technology, and data teams.

Skills

Analytical mindset

Excel

PowerPoint

Communication

Organizational skills

Self-starter

Tools

CRM systems

PitchBook

Grata

Job description

Interested in the intersection of AI, investment research, and private equity? We’re seeking a polished, analytical, and proactive professional to join a dynamic investment team.

This role is ideal for someone who enjoys exploring new technologies, conducting market research, supporting deal sourcing, and improving workflows while being comfortable with hands‑on operational responsibilities.

Key Responsibilities

• Evaluate and implement AI tools to enhance research, sourcing, and investment workflows.
• Conduct industry research, market mapping, and preliminary investment screening.
• Support deal sourcing, pipeline management, and relationship tracking.
• Maintain CRM systems and investment databases.
• Prepare presentations, market updates, and materials for internal and external stakeholders.
• Coordinate industry events and collaborate across investment, technology, and data teams.

Qualifications

• 1–2 years of experience in business development, sales operations, research, or a related field.
• Strong interest in AI and its practical business applications.
• Excellent Excel, PowerPoint, communication, and organizational skills.
• Familiarity with private equity, CRM systems, PitchBook, or Grata is a plus.
• Strong attention to detail, professional presence, and a hands‑on, self‑starter mentality.

Interested?