Investment Analyst

Summary

Trolley AI, through Kinship Ventures, is an investment platform backing high-growth and category-defining companies. The Investment Analyst supports capital formation and investment activities by preparing fundraising materials, managing LP communications, conducting market research and diligence, and supporting deal execution. The role also produces polished written communications for LPs, founders, and co-investors.

Responsibilities

• Support active fundraising workstreams, from materials preparation through follow-up
• Draft LP updates, recap emails, follow-up notes, and outreach communications
• Maintain LP pipeline tracking and keep records current after every meeting
• Prepare briefing materials and background research ahead of LP conversations
• Support the development of fund decks, one-pagers, and data room materials
• Contribute to fund newsletters and outward-facing communications
• Develop market maps, thematic research, and investment theses across target sectors
• Conduct primary research through calls with operators, customers, and industry experts
• Support quantitative and qualitative diligence: market sizing, competitive benchmarking, financial analysis
• Contribute to investment memos and materials for internal decision-making
• Track deal flow, co-investor activity, and market momentum
• Maintain research libraries and diligence documentation
• Support deal execution workstreams alongside the Principal
• Assist with diligence coordination, data requests, and document tracking
• Build working familiarity with term sheets, cap tables, and governance documents
• Keep deal materials current and accessible across the team
• Write clear, warm, polished communications that adapt tone to the audience
• Turn meetings and conversations into accurate, useful written recaps
• Draft materials that go directly to LPs, founders, and co-investors with minimal editing
• Support fund communications that require a marketing sensibility, not only an analytical one

Skills

• 2-3 years of relevant experience in venture capital, investment baking, startup ops/strategy, consulting or founder (office) roles
• Direct exposure to fundraising, investor relations, or LP communications
• Exceptional written English. This is a primary filter. You write clearly, warmly, and precisely, and you adapt register depending on whether the reader is an LP, a founder, or an internal stakeholder
• Strong verbal communication. You are credible on calls with senior investors and operators
• Solid analytical foundation: financial modeling, market sizing, competitive analysis, and comfort with accounting fundamentals
• Working familiarity with term sheets, cap tables, and diligence processes
• Proficiency in Excel, PowerPoint, and Google Workspace
• AI fluency with Claude and ChatGPT for research, drafting, and analysis. No coding required
• Comfortable working with US-based teams and American business culture
• Organized, autonomous, and able to hold multiple workstreams without dropping threads
• You operate with sharp analytical instincts and genuine investment judgment
• You are AI-fluent — using Claude and ChatGPT to accelerate research, drafting, and analysis — but your writing carries your own judgment, not a summary of someone else's
• With strong written and verbal communication, you move between LPs, founders, and internal stakeholders in the same day without losing precision in either direction
• Founder-mode operator — high agency, high EQ, razor-sharp instincts, and an ability to read the room and act before being asked
• Context-switcher — comfortable moving between fundraising materials, LP communications, and diligence work in the same day, without losing focus or dropping a thread
• Exceptional communicator — you write clearly, warmly, and precisely, adapting register depending on whether the reader is an LP, a founder, or an internal stakeholder
• AI-native and no-code-fluent — proficient with Claude and ChatGPT for research, drafting, and analysis; you use AI to move faster without losing your own judgment or point of view; you maintain your own Notion dashboards, plugins, and AI agents, and build no-code/AI automations and workflows that give leverage
• Killer at Notion — you build and maintain Notion boards, databases, and trackers that organize relationships, projects, and priorities across the business
• Sharp writer and researcher — you produce clean, efficient memos, updates, and diligence work that get straight to the point, no fluff
• Builder, not just a user — you treat AI as an operating system: testing new tools and agents, folding the useful ones into daily workflows, and documenting what works so others can run with it
• Forms opinions, not just data — you don't just assemble research; you tell the reader what it means and what you'd do about it
• Financially and operationally fluent — comfortable with term sheets, diligence, cap tables, and budgets, not just calendars and correspondence
• Highly trustworthy and discreet — you'll handle sensitive information and critical relationships
• Experience supporting an active fund raise
• Some marketing or copywriting strength, enough to contribute to newsletters and outward-facing fund communications
• Consumer, media, or brand sector exposure
• Bachelor's degree in business, finance, economics, or a related field

Qualifications

Must Haves

• 2-3 years of relevant experience in venture capital, investment baking, startup ops/strategy, consulting or founder (office) roles
• Direct exposure to fundraising, investor relations, or LP communications
• Exceptional written English. This is a primary filter. You write clearly, warmly, and precisely, and you adapt register depending on whether the reader is an LP, a founder, or an internal stakeholder
• Strong verbal communication. You are credible on calls with senior investors and operators
• Solid analytical foundation: financial modeling, market sizing, competitive analysis, and comfort with accounting fundamentals
• Working familiarity with term sheets, cap tables, and diligence processes
• Proficiency in Excel, PowerPoint, and Google Workspace
• AI fluency with Claude and ChatGPT for research, drafting, and analysis. No coding required
• Comfortable working with US-based teams and American business culture
• Organized, autonomous, and able to hold multiple workstreams without dropping threads
• You operate with sharp analytical instincts and genuine investment judgment
• You are AI-fluent — using Claude and ChatGPT to accelerate research, drafting, and analysis — but your writing carries your own judgment, not a summary of someone else's
• With strong written and verbal communication, you move between LPs, founders, and internal stakeholders in the same day without losing precision in either direction
• Founder-mode operator — high agency, high EQ, razor-sharp instincts, and an ability to read the room and act before being asked
• Context-switcher — comfortable moving between fundraising materials, LP communications, and diligence work in the same day, without losing focus or dropping a thread
• Exceptional communicator — you write clearly, warmly, and precisely, adapting register depending on whether the reader is an LP, a founder, or an internal stakeholder
• AI-native and no-code-fluent — proficient with Claude and ChatGPT for research, drafting, and analysis; you use AI to move faster without losing your own judgment or point of view; you maintain your own Notion dashboards, plugins, and AI agents, and build no-code/AI automations and workflows that give leverage
• Killer at Notion — you build and maintain Notion boards, databases, and trackers that organize relationships, projects, and priorities across the business
• Sharp writer and researcher — you produce clean, efficient memos, updates, and diligence work that get straight to the point, no fluff
• Builder, not just a user — you treat AI as an operating system: testing new tools and agents, folding the useful ones into daily workflows, and documenting what works so others can run with it
• Forms opinions, not just data — you don't just assemble research; you tell the reader what it means and what you'd do about it
• Financially and operationally fluent — comfortable with term sheets, diligence, cap tables, and budgets, not just calendars and correspondence
• Highly trustworthy and discreet — you'll handle sensitive information and critical relationships

Nice to Haves

• Experience supporting an active fund raise
• Some marketing or copywriting strength, enough to contribute to newsletters and outward-facing fund communications
• Consumer, media, or brand sector exposure
• Bachelor's degree in business, finance, economics, or a related field

Benefits

• Remote work arrangement