Financial Analyst
Core
Design financial models, valuation frameworks, and reporting tools for a family office investing in Spanish SMEs, startups, and internal tech ventures.
Role type
Financial Analyst (Family Office / Venture Builder)
Builds
Investment models, reporting frameworks, and portfolio monitoring systems for a tech-focused investment group.
Domain
Family Office / Venture Capital / Technology Ventures
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling, Excel, Investment analysis, Strategic analysis, Due diligence, Data-driven decision-making
Preferred skills
AI and automation tools, Spanish language, Portuguese language
Technologies
Excel, AI tools
Responsibilities
Design and implement financial models and valuation frameworks; Conduct financial and strategic analysis on potential investments; Prepare investment memos and due diligence materials; Collaborate with portfolio companies to track performance metrics; Research and apply AI tools to enhance analysis workflows.
Seniority
Junior to Mid-level (1-3 years experience)