Investment Analyst | Prestigious Venture Capital Firm, Bay Area |
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Investment Analyst | Prestigious Venture Capital Firm, Bay Area

Our client is looking for a smart, motivated and hard-working analyst with a passion for investing and technology to join their dynamic team. The analyst will work closely with due diligence of private market investment opportunities; financial modeling; and portfolio monitoring and evaluation. Candidates must be innately curious about the world, have a demonstrated passion for venture capital investing, deep interest in the financial markets, and good investment sense/commercial instinct, as well as a strong track record in academic or industry accomplishments. The ability to work independently and thrive in a dynamic and entrepreneurial environment is critical.


· Analyzing and tracking portfolio company performance and communications

· Building and maintaining financial models, market research, and company research

· Preparing investment memoranda on potential and existing investments

· Compiling data into actionable reports/presentations in Excel and PowerPoint

· Assisting and supporting finance/accounting colleagues on capital management

· Thinking strategically about improving company operations

· Maintaining relationships with portfolio companies and fund managers

· Attending conferences and meetings, which may require occasional domestic travel

· Conducting ad hoc data and/or investment projects


· BA/BS from a leading undergraduate institution.

· 1-2 years of experience in technology investment banking or management consulting


· Excellent written and communications skills, with the demonstrated ability to clearly and quickly communicate ideas and recommendations verbally and in writing

· Exceptional Excel, modeling, forecasting skills are essential, as is advanced knowledge of Word and PowerPoint

· Strong financial research skills, producing and maintaining quantitative financial models

· Excellent problem-solving skills, documentation skills and ability to work independently

· Strong work ethic, attention to detail, team orientation, and commitment to excellence

· Ability to multitask and thrive in a fast-paced environment

· Team-oriented and collaborative – shares knowledge, participates in discussions, and provides support to colleagues across all investment areas and activities

· High level of intellectual horsepower and curiosity – keeps an open mind to new information and insights to improve processes and decisions

· Detail-oriented and able to learn new systems and workflows quickly