Investment Associate

AppleOne Employment Services; Tucson (AZ); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company contributions

Long-term incentive plan

Job summary

AppleOne Employment Services in Tucson, AZ is seeking an Investment Associate to support active investing in early-stage and growth-stage biomedical, biotechnology, and life science companies. This role collaborates with investment professionals, legal counsel, licensees, and leadership across the investment lifecycle, including due diligence, transaction support, and exit-related activities.

The position offers a collaborative, mission-driven environment with exposure to sophisticated

Qualifications

• Bachelor's degree preferred or Associate's degree with 5+ years of relevant experience.
• 6–10 years of professional experience is ideal for this level of responsibility.
• Experience in investment, finance, legal support, venture capital, technology transfer, contract management, paralegal support, investment transactions, licensing, intellectual property, or contract disputes is highly relevant.
• Strong document management, records management, organizational, and follow-through skills.
• Proficiency with Microsoft Office Suite, Adobe Acrobat, and online research tools (Google and AI-based platforms).
• Ability to work independently with initiative, discretion, sound judgment, and high confidentiality.
• Excellent written and verbal communication skills.
• Strong analytical, problem-solving, prioritization, and time management abilities.
• Exceptional attention to detail in a fast-paced environment.
• Ability to manage calendars, meetings, and multiple projects simultaneously.
• Genuine interest in venture capital, innovation, early-stage investing, biotechnology, and life sciences.
• Thrives in a small, collaborative, team-oriented environment.

Responsibilities

• Draft, coordinate, and manage standard corporate agreements and related documents.
• Maintain compliance tracking for investments, licenses, and contractual obligations.
• Support due diligence and strategic planning with research on companies, technologies, patents, filings, markets, and investment opportunities.
• Maintain and safeguard investment, project, legal, and portfolio company files.
• Manage information resources, including databases, subscriptions, articles, reports, government filings, patents, and related research materials.
• Assist with project coordination, portfolio monitoring, correspondence, data compilation, document preparation, and signature routing.

Skills

Investment operations

Due diligence

Documentation

Compliance tracking

Portfolio administration

Records management

Microsoft Office

Adobe Acrobat

Research tools

Communication skills

Education

Bachelor's degree preferred

Associate degree + 5 years experience

Tools

Carta

Westlaw

Derwent

DocuSign

CRM systems

Job description

Job Summary

A growing technology investment and management firm in Tucson, AZ is seeking an Investment Associate to support active investing in early-stage and growth-stage biomedical, biotechnology, and life science companies. This direct hire opportunity is ideal for a detail-oriented professional with experience in investment operations, legal documentation, contract management, venture capital support, technology transfer, licensing, or intellectual property-related work.

The Investment Associate will work closely with investment professionals, portfolio companies, legal counsel, licensees, and internal leadership throughout the investment lifecycle, including due diligence, transaction support, portfolio monitoring, compliance tracking, and exit-related activities. This is an excellent opportunity to join a collaborative, mission-driven team focused on innovation, emerging technologies, and biomedical advancement.

Candidates can expect a professional, team-oriented environment with supportive leadership, exposure to sophisticated investment and legal processes, and the opportunity to contribute meaningfully to a specialized investment platform. This role is well suited for someone who enjoys working in a small, high-performing environment where accuracy, initiative, confidentiality, and strong follow-through are highly valued.

Key Responsibilities

• Draft, coordinate, and manage standard corporate agreements and related documents, including confidentiality agreements, material transfer agreements, consulting agreements, license agreements, research agreements, storage agreements, service agreements, and amendments.
• Maintain compliance tracking for investments, licenses, and contractual obligations while coordinating with investment managers and legal counsel to ensure timely reporting and follow-up.
• Support due diligence and strategic planning by conducting research on companies, technologies, patents, filings, markets, and investment opportunities.
• Maintain and safeguard investment, project, legal, and portfolio company files in both print and electronic formats.
• Manage information resources, including databases, subscriptions, articles, reports, government filings, patents, and related research materials.
• Assist with project coordination, portfolio monitoring, correspondence, data compilation, document preparation, and signature routing.

Compensation and Benefits

• Salary range: $75,000 to $85,000 per year.
• Direct hire opportunity.
• Full-time, exempt position.
• In-person role based in Tucson, AZ.
• Comprehensive medical, dental, and vision coverage.
• 401(k) with company contributions.
• Long-term incentive compensation plan.

Required Qualifications and Skills

• Support investment operations, transaction documentation, compliance tracking, and portfolio company administration.
• Conduct due diligence research and manage information resources for active and prospective investments.
• Coordinate agreements, legal documents, licensing materials, and investment-related records.
• Assist with project management, reporting, correspondence, and internal team coordination.
• Bachelor's degree preferred, or Associate's degree with a minimum of 5 years of relevant experience.
• 6 to 10 years of professional experience is ideal for this level of responsibility.
• Experience in investment, finance, legal support, venture capital, technology transfer, contract management, paralegal support, investment transactions, licensing, intellectual property, or contract disputes is highly relevant.
• Strong document management, records management, organizational, and follow-through skills.
• Proficiency with Microsoft Office Suite, Adobe Acrobat, and online research tools, including Google and AI-based platforms.
• Ability to work independently with initiative, discretion, sound judgment, and a high level of confidentiality.
• Excellent written and verbal communication skills.
• Strong analytical, problem-solving, prioritization, and time management abilities.
• Exceptional attention to detail and accuracy in a fast-paced environment.
• Ability to manage calendars, meetings, administrative coordination, and multiple projects simultaneously.
• Genuine interest in venture capital, innovation, early-stage investing, biotechnology, and life science technologies.
• Ability to thrive in a small, collaborative, team-oriented environment.

Preferred Qualifications

• Experience preparing, reviewing, or editing legal documents, contracts, confidentiality agreements, licensing agreements, or investment-related agreements.
• Experience in a startup, venture capital, technology investment, biotechnology, life sciences, university research, or technology transfer environment.
• Familiarity with Carta, Westlaw, Derwent, DocuSign, CRM systems, or similar research, legal, investment, or workflow platforms.
• Exposure to patent research, government filings, intellectual property documentation, license compliance, or biomedical technology commercialization.

Equal Opportunity Employer / Disabled / Protected Veterans

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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.