The Fund Strategy Financial Analytics Associate plays a key role in delivering data-driven analysis to support fund strategy and help enhance the firm's data and analytics infrastructure over time. The Financial Analytics Associate will play a crucial role on the Fund Strategy team and make an immediate and sustained impact. You'll use data to support new fund planning, optimize fund and portfolio construction, and help strategize the distribution and recycling of public holdings. You'll also conduct post-deployment analyses to improve future fund deployment decisions. This role will collaborate with teams such as the software group, investor relations, finance, compliance, and tax to transform complex financial datasets into predictive, decision-grade intelligence. The ideal candidate has a strong work ethic, high attention to detail, and a background in data analysis. The ideal candidate will also have a background in data analysis at a finance company (investment or commercial bank, venture capital, hedge fund, or similar). We're looking for a data-oriented problem solver – someone who enjoys not only numbers and the puzzle behind them, but also building durable systems, improving data quality, and translating complex financial data into insights that directly shape decisions across the firm. The Fund Strategy team focuses on four core areas: New Fund Formation Modeling and Strategy – Developing models to forecast fund dynamics Fund Management – Managing deployment pacing, portfolio construction, portfolio strategy, and life-of-fund responsibilities Capital Management – Optimizing capital allocation and financial planning Cash and Stock Distributions – Strategizing on distribution methods to maximize returns This role requires an in-office presence 3 days a week in our San Francisco, CA office.
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Job Type
Full-time
Career Level
Mid Level