Investment Associate
Fidelity TalentSource LLC, Boston, MA, United States
Job Description:
Devonshire Investors
Investment Associate\u00A0
- Venture Capital Investment Team
About the Role
The Investment Associate will join Devonshire s growing Venture Capital investment team. Devonshire s Venture Capital platform invests in technology and life sciences companies in the United States, Europe and Asia.
The team is seeking a highly analytical and proactive Investment Associate to support portfolio oversight, the firm s reporting processes, and the assessments of new investment opportunities. The ideal candidate thrives in a lean, collaborative environment and is eager to learn. Past investment or consulting experience in the venture capital industry or target sectors is preferred, but not required.
The Value You Deliver
Portfolio Management and Reporting
Closely monitor the performance of the existing venture capital portfolio, including investments and strategic partnerships; conduct in-depth analysis to evaluate investment performance against established goals and expectations
Identify risks and opportunities within the portfolio and recommend appropriate actions to the investment team
Maintain detailed financial models and cash flow projections for the portfolio
Prepare comprehensive reports, dashboards, and presentations to update the investment team and key stakeholders on portfolio activity and developments
Collaborate with colleagues internally in accounting, financial reporting, legal, compliance, and human resources on various oversight activities
Industry Trend Analysis
Closely monitor emerging trends, technologies, and market developments relevant to the firm's Venture Capital portfolio and target industries
Conduct in-depth research and analysis to identify promising areas for investment
Synthesize findings and present insights to the investment team to inform the organization's Venture Capital strategy
New Investments
Support the investment team in their sourcing, tracking, and evaluation of new investment opportunities
Draft investment presentations and memos and participate in investment approval process
The Expertise You Have
2-4 years of experience in investment management, strategic finance (private equity, investment banking, corporate development), or consulting
Strong analytical and quantitative skills, with demonstrated ability to think strategically
Exceptional modeling capabilities and experience drafting formal presentations and memos (proficiency in Excel, PowerPoint, etc.)
Resourceful, collaborative, confident, and comfortable with ambiguity
Excellent oral and written communication skills
Experience in the venture capital industry, or target sectors, is a plus but not a requirement
Desire to live and work in Boston; willingness to travel 10-20% of time to attend investor meetings, industry conferences, and other sourcing opportunities
BA/BS degree
Team
Devonshire Investors is a private investment firm affiliated with FMR LLC, the parent company of Fidelity Investments. Headquartered in Boston, Devonshire primarily invests in businesses outside of the financial services industry. Devonshire is actively pursuing investment opportunities in private equity, venture capital, and real assets.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a
, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,
, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to