Finance & Strategy Senior Analyst
Core
Partner with Finance leadership and cross-functional teams to guide business decisions through financial planning, investment analysis, and portfolio performance tracking for venture fund activities.
Role type
Senior IC finance & strategy analyst (venture fund)
Builds
Fund models, portfolio analyses, and financial reports for capital allocation and strategic planning
Domain
Venture capital / Private Equity / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, Investment analysis, Portfolio performance tracking, Fiscal planning, Budgeting, Mergers and acquisitions analysis
Preferred skills
Data interpretation, Strategic prioritization, Cross-functional collaboration
Technologies
Excel, SQL, Python, Tableau, Power BI
Responsibilities
Build and refine fund models incorporating management fees and investment performance; Analyze return drivers to support capital allocation decisions; Support monthly, quarterly, and annual reporting on assets under management and net asset value; Contribute to fiscal planning and budgeting processes; Conduct financial analyses across business areas including M&A support
Seniority
Senior, hands-on IC