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Financial Operations and Portfolio Analyst

2 months ago

San Francisco, California, United States Activate Capital Full time

About Activate Capital

Activate Capital, established in 2017, is a dynamic venture capital firm based in San Francisco, dedicated to climate and sustainability initiatives. With a leadership team boasting over 25 years of experience from renowned firms such as DFJ, TPG, Virgin Green Fund, and Element Partners, we focus on investing in companies that tackle climate change and other significant global challenges. Our mission is to accelerate decarbonization and enhance our shared systems of energy, production, transportation, trade, and infrastructure. Recently, we successfully raised $500 million for our latest fund.

As we continue to grow rapidly, having doubled our team size in the past 18 months and currently managing a portfolio of 27 companies, we pride ourselves on our vibrant workplace culture that values a fast-paced environment, enjoyment in our work, and a strong in-office presence.

Position Overview

The Finance & Portfolio Operations Analyst will report directly to the COO/CFO and collaborate closely with them to manage essential aspects of the firm's data management processes. This includes systematizing all elements of portfolio and fund management, from deal execution to data collection and investor reporting, along with associated analytics.

This role offers exposure to various facets of Activate Capital and direct interaction with our finance and investment teams. Please note that this position is not intended to lead to a career in investment.

Key Responsibilities

Portfolio Management

  • Oversee the comprehensive portfolio data management process, ensuring accurate collection of financials and KPIs, tracking completion, quality control, and presenting data for internal and external stakeholders.
  • Manage various data aggregation tools, including third-party platforms for portfolio monitoring, fund cash flows, ESG metrics, and due diligence.
  • Establish and implement best practices for storing and managing portfolio company and fund-level data efficiently.
  • Collaborate with investment and finance teams to support quarterly valuation processes and manage investment cash flows.
  • Prepare financial models, analyses, and presentations on fund and portfolio performance for diverse use cases.

Reporting

  • Assist in preparing quarterly, annual, and ad hoc reports for limited partners and prospective investors.
  • Coordinate the collection of impact metrics for the firm's annual sustainability report, working with third-party data providers.
  • Aggregate and present portfolio company and fund data in various formats, including tables, slides, and charts.
  • Respond to investor inquiries regarding portfolio company data, including financials and ESG metrics.
  • Support marketing efforts for investment announcements across multiple channels.

Additional Responsibilities

  • Participate in fundraising activities, including data room preparation and management, document drafting, and operational support.
  • Utilize various data sources to conduct research that supports investment, finance, and fundraising efforts.
  • Continuously seek to enhance internal systems and processes through tool development and automation.
  • Perform other ad hoc duties as assigned.

Essential Skills and Qualifications

  • Strong expertise in data analysis and management methodologies.
  • Advanced Excel skills are required, with proficiency in modeling and forecasting financial data; knowledge of Word, PowerPoint, and Outlook is also necessary.
  • Solid understanding of financial statements; basic accounting knowledge is essential, and valuation knowledge is a plus.
  • Exceptional attention to detail, along with strong organizational and time management skills in a dynamic environment.
  • Proactive project management skills with a collaborative mindset.
  • Desire to develop, test, and operationalize tools and processes, with a curiosity to ensure their effectiveness.
  • Enthusiasm for cross-functional collaboration and eagerness to learn about the venture capital landscape.

Experience Requirements

  • 2-4 years of experience as an analyst in a financial or business data analyst role, preferably within an accounting firm, corporate environment, or financial institution.
  • A bachelor's degree is required; a degree in Accounting or Finance is preferred.

Location

This position is based in San Francisco.

Activate Capital is an equal opportunity employer.