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Robert Half Financial Analyst - Venture Firm in Menlo Park, California

Description

For faster consideration, please view my Linkedin under Charlie O'Brien and shoot me a message!

Our client is a prestigious venture firm that has raised more than 10 funds and invested in over 400 companies in the 40 years since their inception.

They are adding a new Financial Analyst to the well-established team.

Responsibilities will include, but are not limited to:

  • Update fund models and prepare weekly reports, including a summary of investments, admin package, and portfolio dashboard

  • Prepare quarterly letters and reports on fund performance

  • Assist in initiatives to improve operational efficiency

  • Perform ad-hoc modeling and analysis to facilitate decision-making

  • Support the maintenance of portfolio database

  • Prepare annual meeting, offsite, and fundraising due diligence reports as needed

  • Foster and contribute to an atmosphere where people work effectively and collaboratively to produce quality results

Why work here?

  • Stable firm with epic growth potential

  • Phantom carry

  • Strong career growth opportunity

  • People oriented firm

  • Egoless firm (GPs commute, everybody is super humble)

    Requirements

Key requirements:

  • Ideally 1-3+ years in finance experience but some flexibility

  • Academic prowess (historically they have preferred candidates with masters degrees

  • Strong analytical skills with an ability to put complex ideas into clear frameworks.

  • Advanced Excel skills including financial modelling experience required – must be able to create financial models from scratch – there will be minimal handholding

  • Ability to design a data model, data relationships and data metrics with experience interpreting, reviewing and analyzing data to maintain data integrity and offer business solutions.

  • Personality: humble, self starter, somebody who takes pride in their work, problem solver mentality

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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