Leads venture capital manager sourcing, evaluation, underwriting, due diligence, and ongoing monitoring. Produces investment assessments, recommendations, market research, and thought leadership for clients and colleagues. Builds relationships with fund managers, founders, executives, and industry participants; supports private investment, secondary, and co-investment evaluations; represents the firm at industry events; and develops junior team members.

Serve as the primary relationship manager for a portfolio of institutional and private clients in the San Francisco region, driving retention and new business, coordinating tailored investment solutions with internal teams, leading proposals and onboarding, mentoring associates, and meeting targets for client satisfaction and net revenue growth.