Portfolio Manager
2 months ago
Position Responsibilities: Conduct portfolio and financial analysis activities, while also
providing insights to support the strategic direction of the team. Support reporting operations and completion of quarterly and annual reports. Analyze the performance of all portfolio by monitoring company’s valuation, revenue, expansion. Lead exit process. Work with internal (primarily legal and finance) and external partners to execute responsibilities related to portfolio transactions (ex. IPOs, exits). Prepare portfolio updates to management and other internal and external stakeholders. Analyze data from the portfolio, market, and industry to create thoughtful leadership information to the team, as well as help formulate investment strategy. Coordinate with other teams to complete portfolio management objectives. Build and maintain relationship with players from the venture capital ecosystem. Monitor activity and performance of the portfolio companies based on capital raised, valuations, revenue, leadership insights, and ensure
alignment between teams to provide proactive assistance to the companies. Assist on cash flow projection modeling. Build models and dashboards to visualize performance and trends between the portfolio while bringing transparency to broader stakeholders.
Position Requirements: Three (3) years of undergraduate coursework in Finance, Economics, Management Science, or a related field, PLUS demonstrable knowledge of: Project Management; Data Modeling Analysis; Google G Suite; MS Office, and; Financial Analysis and Modeling; Economy and Managerial Accounting; Banking and Financial Markets; Digital IT Culture and Business Systems (office tools for management); Corporate Finance; Investment Analysis, and; Business Decision Models. Required knowledge may be gained prior to or concurrent with three (3) years of undergraduate coursework. May telecommute from any location within the U.S.
**Who You Are**
Endeavor is a values driven organization. We are looking for someone, who embodies...
- **Entrepreneur First**: The Associate will be someone who passionately believes in the power of high-impact entrepreneurs to change the world for the better. You _care_ about our mission.
- **Go Big**: The Associate will be someone whose curiosity drives them to dream (and execute) big. You are a self-starter, who will roll up your sleeves to take our office to the next level.
- **Network of Trust**: The Associate will be someone who can naturally build trust with anybody, from CTOs of cutting-edge startups to CEOs of established ventures.
- **Pay It Forward**: The Associate will be someone with a service-oriented attitude, who asks “What can I do?” before asking “What can I get?”
- **One Endeavor**: The Associate will be someone who thrives on working with colleagues in over 30 different countries around the world. You are collaborative and a bridge builder.
- **Always Agile**: The Associate will be someone who understands that it's the planning, not the plans, that matter and therefore isn't deterred by pivots or evolutions.
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