Financial Data Analyst

Role: Financial Portfolio Data Analyst

Location: Central London (Hybrid)

Salary: £35,000 - £45,000 (DOE)

Are you passionate about data-driven decision-making and eager to influence investment strategies? Join a leading venture capital firm that backs early-stage startups shaping a digital and sustainable built world.

My client is seeking a Portfolio Data Analyst to support investment decision-making and portfolio management by analysing data from high-growth startups. You’ll work closely with investors and founders to provide insights that drive strategic growth.

Your Responsibilities:

• Data Collection & Management: Maintain structured data processes, ensuring accuracy and consistency in financial and operational data from portfolio companies.
• Financial Modelling across portfolio accounts
• Performance Tracking: Develop dashboards and reports to monitor key performance indicators (KPIs), such as revenue growth, burn rate, and valuation changes.
• Process Automation: Implement data pipelines and automation strategies to enhance reporting and analysis.
• Data Insights & Predictive Analytics: Build models to forecast startup performance, detect early warning signals, and assess risks.
• Investor Reporting: Assist in preparing fund updates, investor reports, and presentations.
• Collaboration: Work closely with VC partners, portfolio founders, and stakeholders to align on key metrics.
• Follow-on Investment Analysis: Support due diligence by analysing industry benchmarks, financial statements, and market trends.

You Will Need:

• Experience in data science, financial analytics, or investment-related data analysis (VC, PE, banking, consulting, or startups).
• Strong proficiency in Python, SQL, and data visualisation tools (Tableau, Power BI, Looker).
• Solid understanding of statistical techniques and an ability to extract insights from complex datasets.
• Familiarity with venture capital metrics (ARR, CAC, LTV, burn rate, etc.) and financial modelling.
• Strong communication skills, with the ability to present findings to both technical and non-technical audiences.

It’s a Bonus If You Have:

• Experience working in a VC environment or with portfolio management tools (Affinity, Vestberry, Carta, PitchBook).
• Knowledge of machine learning techniques and their commercial applications.

The Benefits:

• Work at the forefront of innovation, collaborating with high-growth startups.
• Competitive salary and benefits, including private medical insurance and flexible working.
• Access to mentoring, workshops, and industry-leading experts.
• 25 days’ holiday plus bank holidays, with additional wellbeing days.
• Opportunity to work overseas for up to a month per year.

If you’re excited about using data to drive investment decisions, apply now to join a team shaping the future of the digital and sustainable built world!