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Fund & Portfolio Analyst
MXV Capital New York, NY
$111k-145k (estimate)
Full Time 2 Weeks Ago
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MXV Capital is Hiring a Fund & Portfolio Analyst Near New York, NY

]About Us[

m]x[v Capital is a New York-based emerging early-stage venture firm funding and founding the future of B2B SaaS.

We have a profound commitment to founders, providing intensive support on market validation, product development, team expansion, and go-to-market strategies. Our unique value proposition lies in our ability to not only fund but also found disruptive startups, leveraging our current operational expertise to advise our portfolio founders and foster growth in the B2B SaaS ecosystem. 

Established in early 2022 by Mark Ghermezian (former CEO/co-founder of Braze - 2021 IPO), our investment team comprises an intimate team of seasoned founders and operators. Our goal is to be more than investors; we aim to be invaluable partners to the founders as we work with companies we incubate during the pivotal early-stages of their development.

]The Opportunity[

We’re looking for a self-starter Fund & Portfolio Analyst who will ensure the smooth performance and operational efficiency of our portfolio companies.

You will be given significant autonomy and sit at the core of fund administration, collaborating closely with all stakeholders including portfolio companies, our fund admin, auditors and our investors. You will have a thorough understanding of B2B SaaS KPIs and metrics and your insights will be critical in optimizing the operational performance of our portfolio companies and guiding future investment decisions.

From conducting in-depth financial analysis to offering strategic recommendations, you will be a linchpin in driving the success of our investments. We are passionate about B2B SaaS and supporting early-stage founders and are looking for team members who share that same passion - helping drive founders’ vision to reality.

If you’re proactive, analytical, detailed, no-nonsense, passionate, creative and have a strong bias to action and a low ego, this is the right role for you.

You will…

  • Manage administrative tasks related to fund operations to ensure compliance with regulatory requirements and internal policies.
  • Create comprehensive reports and analysis on the financial and operational health of portfolio companies
  • Conduct quarterly reporting requests from portfolio companies and/or auditors, facilitating transparent communication and data collection.
  • Assist in the preparation of monthly portfolio company agendas, ensuring key topics are addressed and insights are actioned on.
  • Attend all monthly portfolio company meetings, actively participating in discussions and providing support as needed.
  • Manage capital calls and the line of credit, ensuring efficient allocation of funds to support fund operations.
  • Provide essential support during the Annual General Meeting (AGM), contributing to the smooth execution of this crucial event and reinforcing transparency and accountability to stakeholders.

You have…

  • 2 years of analytical experience in the financial space (VC, PE, Investment Banking, etc.).
  • Expertise in Excel and - ideally - other industry tools like Tableau and Power BI.
  • The desire to work at our NYC offices four days per week (Monday - Thursday).
  • A bachelor’s degree and, ideally, an MBA from a top-tier institution.
  • Ideally, a technical background acquired through professional, academic, or personal experience.

We offer…

  • Endless career growth opportunities by joining our team at the ground floor
  • Ability to work with multiple founding teams
  • A tight-knit team of like-minded people who are passionate about supporting founders and helping them encounter challenges along the way
  • Ability to work in a hybrid role based in NYC.
  • Equity, a competitive salary, and robust benefits.
  • Flexible PTO.
  • $80k - $120k salary

We’re focused on building and fostering a diverse, flexible, and inclusive space that allows our team members to thrive. We’re an Equal Opportunity Employer and consider applicants without regard to race, color, national origin, gender, sexual orientation, genetics, age, marital status, veteran status, disability status or any other basis forbidden under federal, state, or local law.

Job Summary

JOB TYPE

Full Time

SALARY

$111k-145k (estimate)

POST DATE

06/10/2024

EXPIRATION DATE

11/30/2024

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