Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from SemiAnalysis via LinkedIn
Employment Type: Full-Time
Work Setting: In-office
Work Location: San Francisco
Work Hours: Office hours
Find out more here: https://semianalysis.com
About SemiAnalysis Capital
SemiAnalysis Capital is an investment platform focused on frontier AI, infrastructure, semiconductors, and enabling technologies. Built alongside the broader SemiAnalysis ecosystem, we leverage deep technical research, market insight, and industry networks to identify and support companies building the next generation of technology.
This role sits at the intersection of technical research and active venture investing, offering a differentiated opportunity to source, evaluate, and support companies shaping the future of AI and semiconductors.
Learn more: https://semianalysis.com
Position Overview
We’re hiring a Venture Investment Associate to help source, evaluate, and execute investments for SemiAnalysis Capital. This is a hands-on investing role across the full lifecycle of venture capital: developing theses, sourcing companies, meeting founders, conducting diligence, building investment memos, supporting deal execution, and helping portfolio companies after investment.
We’re looking for someone with strong analytical judgment, intellectual curiosity, and the ability to operate independently in a fast-moving environment. The ideal candidate can combine market research, financial analysis, technical curiosity, and relationship-building to help identify exceptional companies.
This is a full-time role based in San Francisco.
Responsibilities
- Source and build relationships with startups across AI, semiconductors, infrastructure, developer tools, and adjacent technology sectors.
- Engage directly with founders to understand products, market opportunities, business models, and founder-market fit.
- Conduct investment diligence across market, product, technical, customer, competitive, operational, and financial dimensions.
- Build financial models, analyze unit economics, evaluate business fundamentals, and support investment scenario analysis.
- Prepare structured investment memos summarizing opportunities, risks, market dynamics, diligence findings, and investment recommendations.
- Support deal execution processes, including diligence coordination, data room management, legal workflows, closing processes, and internal approvals.
- Partner with portfolio companies on fundraising support, strategic initiatives, hiring, customer introductions, and market positioning.
- Contribute to investment thesis development using a research-driven and first-principles approach to emerging technology markets.
- Participate in industry events, conferences, technical communities, and founder ecosystems to expand market coverage and sourcing networks.
Requirements
- 2–4 years of experience in venture capital, growth equity, private equity, investment banking, management consulting, corporate development, product strategy, or a related analytical role.
- Strong analytical, research, and financial modeling capabilities.
- Ability to evaluate companies, markets, and technologies using structured and first-principles thinking.
- Excellent written and verbal communication skills.
- Strong relationship-building and stakeholder engagement skills, particularly with founders and operators.
- High attention to detail with the ability to manage multiple concurrent workstreams.
- Strong intellectual curiosity and interest in AI, semiconductors, infrastructure, and frontier technologies.
- Self-starter mindset with strong ownership, initiative, and follow-through.
- Full-time role based in San Francisco.
Preferred Skills
- Prior experience at a venture capital, private equity, growth equity, or technology investment firm.
- Experience evaluating technical products, AI companies, infrastructure startups, developer platforms, or semiconductor-related businesses.
- Familiarity with startup fundraising processes, cap tables, term sheets, and venture financing structures.
- Established network across founders, operators, investors, or technical ecosystems.
- Experience preparing investment memos or presenting recommendations to senior stakeholders and investment committees.
- Technical background or demonstrated ability to quickly understand complex technical markets and products.
Growth Areas
- Gain exposure to high-quality deal flow across AI, semiconductors, infrastructure, and emerging technology sectors.
- Develop deep expertise in evaluating frontier technology companies through technical, financial, and market analysis.
- Work directly with founders, investors, operators, and senior decision-makers within the global technology ecosystem.
- Build investment theses grounded in proprietary research, industry insights, and first-principles thinking.
- Take on meaningful responsibility early in the investment process, from sourcing through execution and portfolio support.
- Contribute to building a differentiated investment platform focused on some
Source: SemiAnalysis careers (LinkedIn)