Portfolio Analytics & Investment Associate

About the Role

We are seeking an analytically rigorous, commercially sharp Senior Portfolio Analytics & Investment Associate to bridge the gap between structured financial modeling and early-stage startup execution. Positioned within our investment team, this role splits time between delivering strategic insights on portfolio traction, helping with underwriting investments, and serving as a direct fractional financial strategist to our founders.

Unlike traditional back-office data roles, responsibility for institutional fund metrics, DPI/IRR tracking, and Limited Partner (LP) reporting lies entirely with our dedicated Finance team. Instead, you will deliver value by honing internal data infrastructure and advanced analytical modeling to drive proactive investment decision making, assist with pre-investment diligence, and help architect financial strategy alongside our pre-seed and seed-stage portfolio companies from day one.

Core Responsibilities

Portfolio Intelligence & Operational Infrastructure (50%)

• Portfolio Modeling: Build and maintain operating models for priority portfolio companies, tracking actuals vs. plan, burn, runway, and progress toward Series A/B milestones and beyond.

• Predictive Dashboarding: Engineer internal analytics frameworks and predictive watchlists to monitor portfolio health, alert leadership to real-time runway risks, and evaluate operational velocity.  Primary focus is on companies likely to deliver the greatest impact to our funds and put this analysis in front of leadership.

• Internal Synergy: Interface directly with the internal Finance team to provide seamless portfolio data information, feeding into valuations for fund accounting and investor reporting.

• Assist and support investor relations with slide and deck creation in advance of meetings with Limited Partners.

Investment Evaluation & Due Diligence (25%)

• Deep-Dive Due Diligence: Support the commercial evaluation of early-stage investment opportunities, identifying core traction drivers, reviewing financial models and pressure testing assumptions as appropriate.

• Investment Committee Memos: Collaborate on drafting high-conviction investment memos and present clear data-driven arguments directly to the Investment Committee.

• Market Mapping: Map markets and competitive landscapes across our focus areas (AI infrastructure, developer tools, security, data infrastructure) to support proactive sourcing.