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Investment Analyst

Penn Foster
San Francisco, California, US
Full-time

Investment Analyst Role

Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.

Role Description : We are actively hiring new Investment Analysts to join our team (multiple locations & funds) to focus on the following responsibilities :

Sourcing :

  • Conducting market analysis and opportunity identification via academic research, customer interviews, conferences, incubator and University demo days, and peers (Angels / VCs).
  • Proactively developing relationships with companies that align to our investment theses and scope (based on the fund - Early Stage, Growth / Late, and Public).

Diligence and Investment Execution :

  • Support the team’s market mapping, initial screening and subsequent deep due diligence of potential investments.
  • Support development of diligence materials, valuation / exit models, and Investment Memo / Scorecard to assess market sizing, talent assessment, product-market fit, key metrics / financials, capital structure, valuation modeling and exit scenarios, risks, etc.
  • Liaise with team members to support diligence checks (product, tech, and finance) and support the Associate team to complete the investment process.

Portfolio Company Operating Support :

  • Support portfolio companies around product strategy, talent sourcing, business development, regional market and global expansion and support for future financing.
  • Help gather and manage portfolio performance, metrics, and financials on a Quarterly basis.
  • Support capital raising for the firm and portfolio company follow-on round growth financings.

Desired Skills and Experience :

  • Excitement to join and help scale a specialist VC focused on FinTech software in North America, UK / EU, LatAm, and Israel.
  • Passion for FinTech, along with InsurTech, PropTech and adjacent spaces.
  • Growing network and experience in working across the relevant geos and sectors. Relevant network banks, asset managers, insurers, FinTechs, and corporates (big tech, retailers).
  • Alignment with Fin’s values in working in collaborative teams, high integrity, merit-driven and no ego / entitlement.
  • 2-4 years of previous work experience, ideally with a background in venture capital, private equity, investment banking, and / or FinTech operating roles (Product Managers, BD / Sales, Corp Dev / Finance, etc.).
  • B.A. or B.S. in related fields.
  • DE&I candidates strongly preferred.

About Us :

Fin Capital is a full lifecycle global asset manager exclusively focused on FinTech software. We invest from pre-seed to pre-IPO along with the public markets.

As ESG investors, we seek impact on several dimensions and our mission is to build a long-term legacy for our investors, founders, firm and team members the "Fin Family.

We are passionate about rolling up our sleeves and partnering with repeat entrepreneurs that have deep financial services experience, audacious goals, differentiated products, and a global platform mindset.

We call ourselves "FinTech Nerds with Capital" as we are operators at our core with deep corporate and start-up leadership experience - we know intimately what it’s like to walk in entrepreneurial shoes.

Through our "OS" Lighthouse and hands-on operating playbook, we add meaningful value beyond capital throughout the partnership lifecycle.

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1 day ago
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