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Ventures Investment Portfolio Analyst

4 months ago

New York, United States Capital One Full time

130 5th Ave (22130), United States of America, New York, New York

Ventures Investment Portfolio Analyst

Capital One, a Fortune 500 company and one of the nation’s top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients. Our goal is to create one of the nation’s great banks, and we have the necessary ingredients: a strong balance sheet, resilient businesses, a massive customer franchise, strong analytical capabilities, and great people. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared values, come together to make Capital One a great company - and a great place to work.

About Capital One Ventures team:
Capital One Ventures (COV) is the strategic venture investment arm of Capital One. We seek to invest in and partner with technology startups in order to unlock mutual strategic value and to accelerate Capital One’s progress as an innovative technology leader. We are uniquely positioned at the intersection of Capital One’s businesses and the startup ecosystem. We continuously survey the market for opportunities that not only result in financial return but drive strategic impact and better experiences for Capital One customers. The COV team has members in New York, San Francisco, and Capital One Headquarters (McLean, VA) who work to identify new opportunities in Enterprise, Data, AI/ML, Cyber, Identity, Payments, Fintech and other strategically relevant areas.

What you’ll do:
As a member of the Platforms team at Capital One Ventures you will focus on the financial management and analysis of Capital One Ventures’ investment portfolio.

You will be asked to handle a variety of responsibilities, including:

- Analyze and aggregate financial reporting of portfolio companies
- Own annual portfolio financial reporting and monitoring efforts for Capital One Ventures and its investment committee
- Maintain COV’s internal ledger and own process of socializing revaluations to appropriate stakeholders
- Identify financial risks and opportunities within the investment portfolio on an ongoing real-time basis
- Derive insights and make recommendations related to COV’s potential investment size, follow-on participation, total ownership, secondary sales, potential impairments, valuations, or risk remediation within the portfolio
- Develop criteria and frameworks for investment decisions based on financial learnings across the portfolio
- Develop KPIs and metrics related to overall portfolio analysis and individual portfolio companies
- Understand individual portfolio companies partnership and revenue share agreements; track and report KPIs
- Develop trusted relationships with select portfolio companies to closely monitor positions and exposure
- Monitor and track funding rounds and material corporate actions of all portfolio companies
- Lead and manage all team financial reports
- Leverage and manage existing Salesforce based tools, for information management and reporting related to Portfolio company management
- Track fund investments including deal flow, fund size, and exposure
- Manage fund investments, execute capital calls and coordinate distributions
- Understand and communicate broader macro market trends, develop market updates and sector specific information to inform decisions
- Support team budgeting and P&L management
- Understand strategic imperatives and priorities across the portfolio

Basic Qualifications:

- Bachelor’s Degree in Accounting, Finance, Economics or Mathematics
- At least 5 years of professional experience in Investment Banking, Consulting, Private Equity, Corporate Finance, Accounting or Fund management
- At least 3 years professional experience of data or financial analysis
- At least 2 years of professional experience in a role presenting and communicating to multi-level audience

Preferred Qualifications:

- Masters Degree in Finance or Business
- 6+ years of Investment Banking, Consulting, Private Equity, Corporate Finance, Accounting or fund management experience
- 3+ years of experience in Venture Capital or investment management experience
- Professional experience and demonstrated understanding of venture capital transactions and ownership structures
- Demonstrated familiarity with financial profiles of startups at various lifecycle stages
- Experience managing unstructured data and developing reporting mechanisms
- Salesforce reporting and platform management experience

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

New York City (Hybrid On-Site): $163,300 - $186,400 for Manager, Venture Investing

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and