Investment Associate - ABF - San Francisco

JSS; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

JSS, a boutique investment firm, seeks an Investment Associate to join the core Investment Team, handling underwriting, data work, and deal execution across fintech-focused opportunities.

The role emphasizes rigorous credit analysis, portfolio monitoring, and building marketing content to support sourcing and branding. A Bachelor's degree is required, with 2–4 years' experience in private credit or related fields.

Qualifications

• 2-4 years of experience across private credit investing, investment banking, debt capital markets, leveraged finance, structured/asset-based finance, or restructuring.
• Bachelor's degree from a top-tier institution.

Responsibilities

• Underwriting & Credit Analysis: Evaluate complex investment opportunities within the fintech market.
• Data & Portfolio Manipulation: Work fluently with large, diverse datasets.
• Deal Execution: Prepare institutional-grade investment memos and support all deal execution activities.
• Portfolio Monitoring: Monitor active portfolio companies and generate performance reviews.
• Sourcing & Brand Building: Aid in deal sourcing and develop marketing content for the firm's brand.

Education

Bachelor's degree

Job description

About the Firm

Our client is a boutique investment firm that specializes in providing bespoke asset-based credit solutions to help high-growth companies scale through critical milestones. They act as a key financing partner to the world\'s most innovative businesses, particularly within the fintech ecosystem.

The Role

As an Investment Associate, you will join the firm\'s core Investment Team, working across the entire deal lifecycle. This is a high-visibility, high-impact position ideal for an individual passionate about fintech and armed with a rigorous understanding of asset-backed corporate finance fundamentals.

Key Responsibilities

• Underwriting & Credit Analysis: Evaluate complex investment opportunities within the fintech market
• Data & Portfolio Manipulation: Work fluently with large, diverse datasets
• Deal Execution: Prepare institutional-grade investment memos with a strong attention to detail and actively support all aspects of the deal execution process.
• Portfolio Monitoring: Monitor active portfolio companies to ensure accurate reporting and generate comprehensive performance reviews.
• Sourcing & Brand Building: Aid in deal sourcing by identifying emerging companies, organizing initial meetings, and developing marketing content to support the firm\'s brand.

Qualifications & Requirements

• Experience: 2-4 years of experience across private credit investing, investment banking, debt capital markets, leveraged finance, structured/asset-based finance, or restructuring.
• Education: Bachelor\'s degree from a top-tier institution.