The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Build and refine fund models that incorporate management fees, committed: capital, and investment performance across portfolios
Analyze return drivers and portfolio performance to support investment: evaluation and capital allocation decisions
Support monthly, quarterly, and annual reporting by tracking metrics such as: assets under management, net asset value, and portfolio returns
Contribute to fiscal planning and budgeting processes by aligning cost center: spend with broader financial goals
Conduct financial analyses across business areas and support activities such: as mergers and acquisitions through modeling and performance tracking
Bachelor’s degree in Economics, Mathematics, Computer Science, or a related field
What they're looking for
- –5+ years of experience in finance, investing, or investment banking,: including experience supporting planning and forecasting
- Strong financial modeling and analytical skills, with the ability to: interpret data and connect it to business outcomes
- Ability to manage multiple priorities and complete projects in a structured, timely manner
- Clear written and verbal communication skills, with experience presenting: data and recommendations to partners at different levels
