Investment Operations & Insights Associate

Private Equity; Boston (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

A dynamic investment firm in Boston seeks an Investment Support Associate to play a vital role in streamlining investment activities. This position requires maintaining CRM systems, conducting research, and supporting the team in maximizing efficiency. Ideal candidates excel in a fast-paced environment, have strong communication skills, and possess a proactive mindset. Experience in investment support or related fields is preferred. This full-time role offers potential for growth within the firm.

Qualifications

• 1–2 years in business development, operations, sales ops, research, consulting, or investment support.
• Experience in tech or SaaS environments is helpful but not required.

Responsibilities

• Maintain and enhance our CRM—tracking interactions, intros, and activity.
• Conduct quick-turn research on companies, sectors, and competitive landscapes.
• Support creation of pitch materials and internal content updates.
• Assist with planning and executing executive events and conferences.

Skills

PowerPoint

Excel

Communication

Problem-solving

Proactive mindset

Tools

CRM systems

PitchBook

Grata

Job description

A dynamic investment firm in Boston seeks an Investment Support Associate to play a vital role in streamlining investment activities. This position requires maintaining CRM systems, conducting research, and supporting the team in maximizing efficiency. Ideal candidates excel in a fast-paced environment, have strong communication skills, and possess a proactive mindset. Experience in investment support or related fields is preferred. This full-time role offers potential for growth within the firm.