Role Overview Cross Creek is seeking a full-time Investment Analyst or Associate to support the Investment Committee in the research and diligence of new and existing venture investments. Specific ...
Role Overview Cross Creek is seeking a full-time Investment Analyst or Associate to support the Investment Committee in the research and diligence of new and existing venture investments. Specific ...
Venture Investment Director
Bentonville, AR · On-site
$120 - $150/hr
You will design the investment thesis, assemble an investment committee, and deploy capital across two strategies: a Venture Validation strategy (idea- to pre-seed-stage technology companies) and a ...
Venture Investment Director
Bentonville, AR · On-site
$120 - $150/hr
You will design the investment thesis, assemble an investment committee, and deploy capital across two strategies: a Venture Validation strategy (idea- to pre-seed-stage technology companies) and a ...
Investment Professional - CRE Equity Acquisitions
Newport Beach, CA · On-site
$205 - $305/hr
Investment Committee & Strategic Leadership*** Lead the preparation and presentation of Investment Committee memoranda and recommendations.* Present investment opportunities to senior management ...
Investment Professional - CRE Equity Acquisitions
Newport Beach, CA · On-site
$205 - $305/hr
Investment Committee & Strategic Leadership*** Lead the preparation and presentation of Investment Committee memoranda and recommendations.* Present investment opportunities to senior management ...
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Quick apply
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Quick apply
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Experience preparing investment committee memoranda, credit presentations, or transaction analyses. * Demonstrated ability to evaluate companies, industries, competitive positioning, and investment ...
Quick apply
Experience preparing investment committee memoranda, credit presentations, or transaction analyses. * Demonstrated ability to evaluate companies, industries, competitive positioning, and investment ...
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Quick apply
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Quick apply
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Quick apply
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Quick apply
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Investment Analyst
Cleveland, OH · Hybrid
Prepare and maintain investment committee materials for each IC meeting * Assist in capitalization and closing efforts Cross-Department Collaboration: * Work closely with investments, asset ...
New
Quick apply
Investment Analyst
Cleveland, OH · Hybrid
Prepare and maintain investment committee materials for each IC meeting * Assist in capitalization and closing efforts Cross-Department Collaboration: * Work closely with investments, asset ...
New
Investment Associate
Manhattan, NY · On-site
$220K - $285K/yr
Author internal investment committee memorandums with clarity, precision, and well-supported analysis * Utilize AI-enabled and other technology tools, alongside traditional analytical methods, to ...
Quick apply
Investment Associate
Manhattan, NY · On-site
$220K - $285K/yr
Author internal investment committee memorandums with clarity, precision, and well-supported analysis * Utilize AI-enabled and other technology tools, alongside traditional analytical methods, to ...
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Quick apply
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Managing Director & Oxford Investment Fellow
Atlanta, GA · On-site
$300 - $600/hr
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Managing Director & Oxford Investment Fellow
Atlanta, GA · On-site
$300 - $600/hr
Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including ...
Prepare initial deal screenings and investment recommendations for Executive Leadership and Investment Committee review. * Coordinate project due diligence with internal and external teams, including ...
Prepare initial deal screenings and investment recommendations for Executive Leadership and Investment Committee review. * Coordinate project due diligence with internal and external teams, including ...
Monitors, analyzes and interprets investment portfolio performance evaluation reports to make recommendations to management and/or the investment committee and board of managers on changes to pension ...
Monitors, analyzes and interprets investment portfolio performance evaluation reports to make recommendations to management and/or the investment committee and board of managers on changes to pension ...
Investment Analyst
Cleveland, OH · On-site
Prepare and maintain investment committee materials for each IC meeting * Assist in capitalization and closing efforts Cross-Department Collaboration: * Work closely with investments, asset ...
Investment Analyst
Cleveland, OH · On-site
Prepare and maintain investment committee materials for each IC meeting * Assist in capitalization and closing efforts Cross-Department Collaboration: * Work closely with investments, asset ...
Investments Analyst, U.B. Foundation
Buffalo, NY · On-site
$72K - $92K/yr
Evaluate the Long-Term Portfolio (LTP) through performance attribution, benchmarking, and strategy level analytics, to support investment committee decision making and long term objectives. * Prepare ...
Investments Analyst, U.B. Foundation
Buffalo, NY · On-site
$72K - $92K/yr
Evaluate the Long-Term Portfolio (LTP) through performance attribution, benchmarking, and strategy level analytics, to support investment committee decision making and long term objectives. * Prepare ...
Investment Analyst
Saint Louis, MO · On-site
The Investment Analyst will be responsible for supporting the Senior Investment Analyst and the greater investment analyst team (PWS Investment Committee). The investment analyst role plays an ...
Investment Analyst
Saint Louis, MO · On-site
The Investment Analyst will be responsible for supporting the Senior Investment Analyst and the greater investment analyst team (PWS Investment Committee). The investment analyst role plays an ...
The role supports the Investment Committee, oversees relationships with investment managers, trustee banks, custodians, and other service providers, serves as a resource to donors on fund investments ...
The role supports the Investment Committee, oversees relationships with investment managers, trustee banks, custodians, and other service providers, serves as a resource to donors on fund investments ...
Investment Committee information
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$52
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What is the difference between Investment Committee vs Investment Analyst?
| Aspect | Investment Committee | Investment Analyst |
|---|---|---|
| Primary Role | Oversees and approves investment strategies and policies | Researches, analyzes, and recommends investment opportunities |
| Required Credentials | Experience in finance, often with certifications like CFA or CFP | Degree in finance, economics, or related field; CFA often preferred |
| Work Environment | Boardroom or senior management meetings, strategic planning | Research departments, financial analysis teams |
| Employer & Industry Usage | Financial institutions, investment firms, pension funds | Asset management firms, banks, investment advisory firms |
The Investment Committee focuses on high-level decision-making and policy approval, while the Investment Analyst conducts detailed research and analysis to inform those decisions. Both roles are integral to the investment process but differ in scope and responsibilities.
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Full-time
Re-posted 26 days ago
Job description
Cross Creek is an independently owned venture capital firm founded in 2006 and based in Salt Lake City, Utah. Through both its direct investment and fund investment strategies, the firm builds relationships with high-quality late-stage companies and leading venture capital funds. These strategies are mutually reinforcing in their goals to strengthen ties between private and public investors and to deliver above-market returns for limited partners. The firm has over $1 billion in assets under management.
Role Overview
Cross Creek is seeking a full-time Investment Analyst or Associate to support the Investment Committee in the research and diligence of new and existing venture investments.
Specific responsibilities for this role include:
- Conduct rigorous quantitative and qualitative analysis on prospective and existing investments, including evaluation of business models, growth drivers, and financial performance
- Build and analyze financial models, assess valuation, and benchmark performance across both companies and fund managers
- Perform market research, competitive analysis, and thematic work to inform investment decisions and identify emerging opportunities
- Evaluate investment opportunities with a cross-portfolio perspective, including strategic fit and overlap with existing investments
- Support all stages of the investment process, including preparation of investment materials, participation in management and fund manager meetings, and coordination of diligence efforts
- Conduct reference calls, customer interviews, and other diligence activities to inform underwriting decisions
- Track and maintain investment pipelines, ensuring accuracy and completeness of data across internal systems and dashboards
- Monitor portfolio performance and industry trends
- Develop and maintain relationships with founders, operators, investors, and other ecosystem participants
- Attend Investment Committee discussions and summarize key insights and takeaways
For Analyst candidates:
- 0-2 years of relevant experience (e.g., financial analysis, investment firm, accounting, or similar)
- Strong analytical and quantitative skillset
- Experience working in Excel and building or evaluating financial models
- 3 years of relevant experience in venture capital, private equity, investment banking, or related fields
- Demonstrated ability to independently manage projects or diligence workflows
- Strong financial modeling and analytical capabilities
- Experience evaluating investments and/or working with fund managers
- Bachelor's degree from an accredited university (Accounting, Data Science, Mathematics, Finance, or related field preferred)
- Advanced proficiency in Excel and PowerPoint
- Strong attention to detail, organization, and ability to manage multiple priorities
- Self-motivated, resourceful, and able to thrive in a fast-paced environment
- Low ego, high ownership, team-oriented attitude
- Authorization to work in the U.S. for at least 2 years. Cross Creek is unable to sponsor work visas at this time.
This is an in-person role, based in our Salt Lake City office. Title and level will be determined based on the candidate's experience and qualifications.
Application Instructions:
Please send your resume and cover letter to Jillian Sitka, Director of Administration:, at [email protected]