We are currently looking for an individual who is highly analytical and deeply passionate about fintech to join our team in New York or San Francisco as a Principal. This person will play a pivotal role in supporting our team of portfolio and fund analysis to find and support transformative, breakthrough companies in financial services.
Responsibilities:
- Supporting portfolio and fund analysis including tracking our pipeline and consolidating KPIs across portfolios;
- Working with our portfolio companies to support them on strategic initiatives;
- Conducting ad-hoc analysis (e.g., market sizing, analyzing survey data, pricing analysis, web analytics data);
- Deeply understanding the metrics of our portfolio companies and how they trend over time;
- Supporting fund operations including writing quarterly LP reports on new investments and our pipeline; and
- Conducting financial, market and company diligence on new potential investments; desk research on industries and trends;
- Supporting portfolio and fund analysis including tracking our pipeline and consolidating KPIs across portfolios;
- Working with our portfolio companies to support them on strategic initiatives;
- Conducting ad-hoc analysis (e.g., market sizing, analyzing survey data, pricing analysis, web analytics data);
- Deeply understanding the metrics of our portfolio companies and how they trend over time;
- Supporting fund operations including writing quarterly LP reports on new investments and our pipeline; and
- Conducting financial, market and company diligence on new potential investments; desk research on industries and trends.
Experience & Qualifications:
- Bachelor degree in Finance, Economics, Accounting or other related field;
- 4-6 years of experience in banking, investment, data analytics, or consulting within a top venture capital or growth equity firm preferred.
- A strong passion and /or interest in financial services and technology;
- Self-starter – able to take initiative, prioritize and run on own with limited guidance;
- Comfortable with ambiguity and in an entrepreneurial environment where things change constantly;
- Organized with a high attention to detail;
- Objective-driven and multi tasker
- Ability to work under pressure and to tight deadlines
- Team player – happy to do whatever is required to support team and proven problem-solving skills
- Strong written and oral communication skills; ability to synthesize and articulate thoughts about companies and markets concisely.
