Investment Analyst (2027)

About the role

This is a 2 year, entry-level Analyst program beginning August 2027. We're looking for driven individuals with an interest in tech and finance to join Turn/River's growing Investment & Sourcing Team. Turn/River partners with software companies by providing both capital and hands-on operational expertise, with a deep focus across marketing, sales, and customer operations. In this role, you’ll identify and evaluate B2B software businesses based on financial performance and operational improvement opportunities aligned with Turn/River’s proprietary go-to-market playbooks. You’ll speak directly with CEOs of software companies, learning how to grow software companies with modern strategies.

Key Responsibilities

• Identify and define market opportunities and verticals that are interesting to Turn/River
• Engage with interesting companies and their CEOs that fit our target investment profile and get them excited about the Turn/River brand
• Qualify companies through conversations and various operational and financial metrics, then present these findings to our broader investment team
• Partner with investment professionals to deploy capital and execute transactions
• Actively build and carry out sourcing processes, technologies, and positioning by A/B testing various marketing, sales, and growth best practices

Qualifications

• Undergraduate degree from a competitive program, with demonstrated strong academic performance
• Strong communication and relationship-building skills
• Avid self-learner
• Strong project management and organizational skills
• Passionate about investing, data, technology, and relationship development
• Experience in B2B software, finance, and proficiency with sales tools a plus

Location

San Francisco, CA (hybrid work model)

Compensation

The annual base salary range for this role is $145,000-$155,000, taking into account numerous variable factors that are considered in making compensation decisions including but not limited to skill sets, experience, training, licensure, certifications, and organizational requirements.

Benefits and Perks

• An opportunity to make an impact across multiple high-growth tech firms
• Competitive salary and discretionary bonus
• Medical, dental, and vision insurance covered 100% for employee & dependents
• Flexible vacation policy
• 401K matching
• Paid parental leave
• Commuter benefits
• Health and Wellness benefits
• Household Services benefits
• Home Office benefits
• Annual Home Office Equipment Reimbursement
• Donation matching
• Work from home Monday & Friday
• Energetic work environment with snacks and weekly team lunches 3x per week, centrally located near multiple public transit lines
• A company that enjoys having fun: holiday parties, annual company offsite and retreat, annual summer "work from anywhere" month

Equal Employment Opportunity

Turn/River provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, religious creed (including religious dress and grooming practices), national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, natural hair styles, age (40 years and over), sexual orientation, veteran and/or military status, protected medical leaves (requesting or approved for leave under any applicable state, or federal leave act), domestic violence victim status, political affiliation, and any other characteristic or status protected by state or federal law.