Manage day-to-day deal execution for assigned companies, including independent review of pro formas, investment documents, and wire processes.
Review work prepared by other team members to ensure alignment on deal mechanics and transaction details.
Lead discussions around deal structures, trends, and best practices.
Demonstrate strong understanding of portfolio construction and appropriate investment allocation.
Communicate cash needs related to investments to internal stakeholders and ensure team-wide coordination.
Maintain data integrity across internal databases, including updating portfolio company information and key performance metrics.
Valuations :
Provide recommendations on valuation adjustmentsranging from straightforward to highly complexsupported by detailed analysis and clear fact patterns.
Interpret quantitative and qualitative performance data to inform valuation decisions.
Build waterfall (equity allocation) and option pricing models using investment documentation, including for unique or novel financing structures.
Execute and record valuation updates in internal systems to ensure accurate reporting each quarter-end.
Prepare performance reports for portfolio companies that include analysis of financial and operating metrics, public comparable benchmarks, investment-level IRR, and historical performance data.
Desired Skills & Experience :
Bachelors degree in accounting or finance (CPA or CFA preferred).
24 years of experience in public or private accounting, fund operations, or related fields; venture capital or private equity experience preferred.
Deep expertise in valuations and financial modeling, along with familiarity of venture financing structures and terminology.
Highly collaborative, with the ability to build strong cross-functional relationships.
Excellent verbal and written communication skills.
Strong organizational abilities, prioritization, time management, and meticulous attention to detail; capable of managing multiple workstreams simultaneously with sound judgment.
Intellectual curiosity and creative problem-solving skills.
Ability to adapt and thrive in a fast-changing, ambiguous environment.
Passion for operational excellence and process improvement.
Advanced Microsoft Excel skills; proficiency with Microsoft Office, databases, and Google Suite.
Experience with Salesforce, Aumni, Standard Metrics, and QuickBooks is a plus.
#46832
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Analyst • Boston, MA, United States
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