Senior Portfolio Analytics & Investment Associate

Portfolio Intelligence & Operational Infrastructure (50%) • Data Ingestion Systems: Oversee the structural ingestion and sanitization of qualitative and operational KPIs submitted by portfolio startups, ensuring data hygiene and consistency.

• Predictive Dashboarding: Engineer internal analytics frameworks and predictive watchlists to monitor portfolio health, alert leadership to real-time runway risks, and evaluate operational velocity. Primary focus is on companies likely to deliver the greatest impact to our funds.

• Internal Synergy: Interface directly with the internal Finance team to provide seamless portfolio data information, feeding into valuations for fund accounting and investor reporting.

Investment Evaluation & Due Diligence (25%) • Deep-Dive Due Diligence: Support the commercial evaluation of early-stage investment opportunities, identifying core traction drivers, reviewing financial models and pressure testing assumptions as appropriate.

• Investment Committee Memos: Collaborate on drafting high-conviction investment memos and present clear data-driven arguments directly to the Investment Committee .

• Market Mapping: Conduct proactive ecosystem market mapping and macroeconomic sector research to uncover high-conviction, proactive sourcing channels.

• Underwriting & Valuation: Work with other investment team members on complex financial underwriting, cap table dilution analysis, and returns modeling for pipeline opportunities. Support Finance team with valuation modeling as needed.

Founder Advisory & Early-Stage Financial Architecture (25%) • Bespoke Financial Modeling: Embed directly with pre-seed and seed-stage portfolio founders to design, build, and stress-test their initial bottoms-up operational and financial models from scratch.

• Strategic Advisory: Translate raw early traction into structured corporate forecasts—optimizing pricing tiers, unit economics, headcount planning, and milestones required to successfully unlock Series A benchmarks.

• Capital Raising Support: Partner with portfolio executive teams to build clean, forward-looking runway/burn scenarios ahead of institutional follow-on rounds.

• Playbook Development: Institutionalize financial templates across the firm, building robust, repeatable forecasting tooling and playbooks tailored for early-stage B2B SaaS focused in the AI infrastructure segment.

Required Background & Qualifications • Experience: 3–5+ years of experience in either Venture Capital, Private Equity, Growth Equity, or Investment Banking .

• Financial Modeling Mastery: Elite-level ability to synthesize complex operational metrics into transparent, flexible three-statement models from a blank sheet of paper.

• Early-Stage Intuition: Deep operational empathy for pre-seed and seed founders; a natural ability to educate technical operators on financial literacy and unit economics.

• Technical Toolkit: Advanced mastery of Excel/Sheets. Highly value technical familiarity with data management frameworks with MCP integrations (Claude, ChatGPT, Carta), BI visualization software, and standard market information sources (PitchBook, Harmonic, Crunchbase).

• Education: Bachelor's degree in Finance, Economics, Computer Science, Engineering, or a highly technical quantitative discipline. MBA/ CFA a plus.