Investment Support 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

Investment Support Associate

Join a fast-growing investment firm that operates with the speed and creativity of a startup. We’re building a modern investment platform and looking for someone who loves being at the center of activity—keeping the team organized, informed, and running at full velocity.

This is not a traditional deal role. Instead, you’ll be the backbone of the investment team: organizing information, surfacing insights, strengthening relationships, and ensuring our internal engine moves smoothly every single day.

If you thrive in dynamic environments, enjoy problem-solving, and like being the person everyone relies on, you’ll fit right in.

What You’ll Do

• Maintain and enhance our CRM—tracking interactions, intros, and activity
• Build visibility across our network of founders, bankers, advisors, and operators
• Spot executive moves, emerging trends, and signals that matter
• Help connect the right people at the right moment

Pipeline & Research Support

• Keep the investment pipeline current, clear, and decision-ready
• Join meetings to capture follow-ups and action items
• Conduct quick-turn research on companies, sectors, and competitive landscapes
• Track investor activity and where markets are heating up

Events, Content & Brand

• Support creation of pitch materials and internal content updates
• Assist with planning and executing executive events and conferences
• Be present on-site for major events to ensure smooth operations

Tools, Systems & New Ideas

• Test new sourcing tools, platforms, and data products
• Work with internal partners to implement and improve systems
• Build workflows and processes that help the team operate smarter

What You Bring

• Ability to manage multiple moving parts without losing detail
• Comfort interacting with executives and teammates alike
• Clear, concise communication skills
• A proactive, self-starting mindset
• Curiosity, resourcefulness, and a love for solving problems
• Strong PowerPoint and Excel skills
• Experience with CRMs or private company databases (PitchBook, Grata, etc.) a plus
• Interest in using AI tools to accelerate and automate work

Background That Fits Well

• 1–2 years in business development, operations, sales ops, research, consulting, or investment support
• Experience in tech, SaaS, or other fast-paced settings is helpful but not required

Seniority Level

• Associate

Employment Type

• Full-time

Job Function

• Finance and Analyst

Industries

• Investment Management, Financial Services, and Venture Capital and Private Equity Principals