Finance and Equity Analyst - Rotational Program
Core
Automate financial processes and support customers with deliverables like 409A valuations, tax reporting, and fund implementations in the private markets sector.
Role type
Rotational Equity & Finance Analyst (RAMP)
Builds
Auditable reporting services and scalable automation systems for private capital operations
Domain
Private Equity, Venture Capital, and Private Credit
Deliverable
client delivery
Required skills
Financial statement analysis, project management, AI tool usage, scripting, financial modeling in Excel
Preferred skills
Python, experience with AI tools (Claude, Gemini), familiarity with private markets
Technologies
Python, CLI-based workflows, AI tools (Claude, Gemini), Excel
Responsibilities
Automate real financial processes using AI and scripting, support customers on 409A valuations and tax reporting, identify workflow inefficiencies, provide feedback to engineering and product teams
Seniority
Junior, rotational program