POSITION OVERVIEW
The Analyst reports to the Principal on the Investment Team, with a primary focus on market research, investment due diligence, and investment monitoring/reporting. Additional responsibilities may include portfolio data analysis, supporting deal syndication efforts, supporting post-investment activities, and other tasks as needed. The Analyst will gain in-depth exposure to venture investing and management as well as a variety of technology platforms and start-ups.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Assuring the organization is in the strongest possible position to increase its operational effectiveness, influence, and likelihood that it can accomplish both its mission and move closer to realizing the organization’s vision. To be successful in this role, an individual must be able to perform, in a satisfactory manner, the functions listed below.
INVESTMENT OPERATIONS
- Assist with data collection, analysis, and reporting.
- Other projects as needed on an ad-hoc basis and as guided by the Principal.
MARKET RESEARCH
- Perform market research, competitive analysis, and return analysis of investment opportunities as applicable.
- Perform research of venture capital markets and valuations as applicable.
DUE DILIGENCE
- Assist with due diligence and transaction administration; generate and compile due diligence reports and investment recommendations in consultation with the Principal or other members of the Investment Team.
- Develop, own, deliver and defend company-specific due diligence findings to the Investment Team. This includes synthesizing complex company-specific and industry data into easily digestable due diligence reports and presentations.
- Actively participate in Investment Committee (IC) meetings, including presenting due diligence findings to IC.
FINANCIAL MODELING
- Support the evaluation of new opportunities and existing investments by providing financial, quantitative, and valuation analyses.
- Continue to improve and refine Elevate Ventures financial modeling capabilities, including building user-friendly financial models & templates.
PORTFOLIO COMPANY SUPPORT
- Ensure portfolio compliance with Elevate’s reporting requirements, and provide support to portfolio company growth through value-enhancing initiatives.
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. We will make reasonable accommodations to enable individuals with disabilities to perform these functions.
- Displays an ability to communicate with founders and other investors effectively and professionally.
- Excellent written and verbal communication skills
- Highest personal integrity
- Demonstration of intellectual curiosity and willingness to learn
- Passion for investing, entrepreneurship, and/or technology
- Strong work ethic
- Critical thinking
- Analytical and good judgment
- Meticulous attention to detail
- Ability to work independently and collaboratively
EDUCATION AND/OR EXPERIENCE
To perform this job successfully, an individual must have the following education and/or experience.
- Strong financial modeling experience is a must have
- 2+ years of professional experience, preferably as an analyst at a venture capital firm, consultant, or investment banker
- Experience in venture capital, private equity, investment management, and/or entrepreneurial companies preferred
- Bachelor’s degree
- Market research and data analysis
- Proficiency in MS Office, including Word and Excel
