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Senior Investment Analyst

Elevate Ventures
Indianapolis
0-2 years
Finance
Full-time

Job Description

Position Overview
This position works for the Principal or Senior Associate on the Investment Team, with a primary focus on market research, investment due diligence, and investment monitoring/reporting. Additional responsibilities may include portfolio data analysis, supporting deal syndication efforts, supporting post-investment activities, and other tasks as needed. The Senior Analyst will gain in-depth exposure to venture investing and management as well as a variety of technology platforms and start-ups.

Essential Functions and Responsibilities 
Assuring the organization is in the strongest possible position to increase its operational effectiveness, influence, and likelihood that it can accomplish both its mission and move closer to realizing the organization’s vision. To be successful in this role, an individual must be able to perform, in a satisfactory manner, the functions listed below.

INVESTMENT OPERATIONS

  • Assist with data collection, analysis, and reporting.
  • Other projects as needed on an ad-hoc basis and as guided by the Principal.

MARKET RESEARCH

  • Perform market research, competitive analysis, and return analysis of investment opportunities as applicable.
  • Perform research of venture capital markets and valuations as applicable.

DUE DILIGENCE

  • Assist with due diligence and transaction administration; generate and compile due diligence reports and investment recommendations in consultation with the Principal or other members of the Investment Team.
  • Develop, own, deliver and defend company-specific due diligence findings to the Investment Team. This includes synthesizing complex company-specific and industry data into easily digestible due diligence reports and presentations.
  • Actively participate in Investment Committee (IC) meetings, including presenting due diligence findings to IC.

FINANCIAL MODELING

  • Support the evaluation of new opportunities and existing investments by providing financial, quantitative, and valuation analyses.
  • Continue to improve and refine Elevate Ventures financial modeling capabilities, including building user-friendly financial models & templates.

PORTFOLIO COMPANY SUPPORT

  • Ensure portfolio compliance with Elevate’s reporting requirements, and provide support to portfolio company growth through value-enhancing initiatives.

Company Information

As the #1 seed and early-stage venture capital firm in the Great Lakes Region and Top 20 in the World, we are building a robust innovation ecosystem with companies, customers and mission-critical partners that fuel founders.

We invest in cross-sector innovation-driven companies at Pre-Seed, Seed and Series A stages who are headquartered or have a significant presence in the state of Indiana.

 

Senior Investment Analyst

Elevate Ventures
Indianapolis
0-2 years
Finance
Full-time

Job Description

Position Overview
This position works for the Principal or Senior Associate on the Investment Team, with a primary focus on market research, investment due diligence, and investment monitoring/reporting. Additional responsibilities may include portfolio data analysis, supporting deal syndication efforts, supporting post-investment activities, and other tasks as needed. The Senior Analyst will gain in-depth exposure to venture investing and management as well as a variety of technology platforms and start-ups.

Essential Functions and Responsibilities 
Assuring the organization is in the strongest possible position to increase its operational effectiveness, influence, and likelihood that it can accomplish both its mission and move closer to realizing the organization’s vision. To be successful in this role, an individual must be able to perform, in a satisfactory manner, the functions listed below.

INVESTMENT OPERATIONS

  • Assist with data collection, analysis, and reporting.
  • Other projects as needed on an ad-hoc basis and as guided by the Principal.

MARKET RESEARCH

  • Perform market research, competitive analysis, and return analysis of investment opportunities as applicable.
  • Perform research of venture capital markets and valuations as applicable.

DUE DILIGENCE

  • Assist with due diligence and transaction administration; generate and compile due diligence reports and investment recommendations in consultation with the Principal or other members of the Investment Team.
  • Develop, own, deliver and defend company-specific due diligence findings to the Investment Team. This includes synthesizing complex company-specific and industry data into easily digestible due diligence reports and presentations.
  • Actively participate in Investment Committee (IC) meetings, including presenting due diligence findings to IC.

FINANCIAL MODELING

  • Support the evaluation of new opportunities and existing investments by providing financial, quantitative, and valuation analyses.
  • Continue to improve and refine Elevate Ventures financial modeling capabilities, including building user-friendly financial models & templates.

PORTFOLIO COMPANY SUPPORT

  • Ensure portfolio compliance with Elevate’s reporting requirements, and provide support to portfolio company growth through value-enhancing initiatives.

Company Information

As the #1 seed and early-stage venture capital firm in the Great Lakes Region and Top 20 in the World, we are building a robust innovation ecosystem with companies, customers and mission-critical partners that fuel founders.

We invest in cross-sector innovation-driven companies at Pre-Seed, Seed and Series A stages who are headquartered or have a significant presence in the state of Indiana.

 

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