UFP Ventures - Senior Associate - Finance & Investments
Core
Financial and execution backbone supporting the full investment lifecycle including due diligence, modeling, and portfolio management for a venture capital firm.
Role type
Senior Associate, Finance & Investments
Builds
Scalable, AI-enabled investment workflows and processes
Domain
Venture Capital / Private Equity / Construction Industry
Deliverable
production ML models | dashboards & analysis
Required skills
Financial modeling, Investment due diligence, Deal execution, Portfolio valuation, Financial analysis, CRM management, M&A diligence
Preferred skills
Construction technical/commercial/sales experience
Technologies
AI-enabled workflows, CRM systems
Responsibilities
Conduct financial due diligence and find market comps; Support deal flow from sourcing to screening; Build financial models for valuation and return forecasting; Develop AI-enabled processes for research and reporting; Monitor portfolio company financial health and risks; Coordinate deal closing and legal fee reimbursements; Manage investment committee workflow.
Seniority
Senior, hands-on IC