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Financial Investment Analyst

2 months ago

Sunnyvale, California, United States Montezuma Winery Full time
Position Overview:
As a Financial Investment Analyst at Montezuma Winery, you will be responsible for performing initial due diligence related to financial assessments, evaluating business models, and conducting industry comparisons for selected startups seeking funding. Your role will involve coordinating investment opportunities within our venture capital network to enhance funding for our portfolio companies.

Key Responsibilities:
1. Conduct thorough financial analysis and business model evaluations for startups.
2. Benchmark industry standards to assess the viability of potential investments.
3. Facilitate deal flows within the company's venture capital network to support portfolio startups.
4. Prepare comprehensive tech and financial research reports to aid in strategic decision-making and investment assessments.

Qualifications:
A Master's degree in engineering, science, technology entrepreneurship, business administration, finance, or a related field is required. Alternatively, a Bachelor's degree in the aforementioned areas along with five years of relevant experience will be considered.

Skills and Competencies:
- Strong analytical and financial modeling skills.
- Excellent communication and presentation abilities.
- Ability to work collaboratively within a team environment.
- Proficiency in research and data analysis.