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Analyst- Portfolio Operations

Palo Alto Staffing
Westwood, CA Full Time
POSTED ON 3/28/2025
AVAILABLE BEFORE 4/25/2025
  • Education required
  • Track and analyze Key Performance Indicators (KPIs) across the portfolio. Communicate regularly with portfolio companies to ensure accurate and timely data collection. Oversee company liquidity requirements and capital calls. Maintain and implement a deal database to track inbound opportunities. Liaise with third-party investors and external stakeholders. Assist in preparing comprehensive reports and presentations for CFO. Support due diligence processes for new investment opportunities. Qualifications include : Bachelor's degree in finance, economics, or related field. 1-2 years of experience in investment banking or venture capital. Knowledge of various asset classes including public equities, private equity, and venture capital. Exceptional attention to detail with the ability to manage multiple high-priority projects. Outstanding communication skills, both written and verbal. Self-starter with a dynamic and adaptable approach to work.

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