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Operations Analyst
Business Intelligence & Data Management
San Francisco, California, 94105
Contract
Ref.: 137852
Job Summary:
Our client is seeking a Operations Analyst to join their team! This is a remote position.
Duties:
Our client is seeking a Operations Analyst to join their team! This is a remote position.
Duties:
- Collaborate with the Investment team to track and maintain a detailed pipeline of all active investment opportunities
- Ensure timely updates and communication regarding the status of ongoing deals and investment activities
- Work closely with the finance team to support quarterly financial reporting processes related to portfolio companies
- Assist in collecting, organizing, and analyzing financial and operational data from portfolio companies
- Help coordinate cross-functional efforts between investment and finance teams to ensure accurate and timely reporting
- 2+ years of relevant professional experience in operations, finance, investment support, or a related field
- Experience using Sales Cloud, specifically for updating and maintaining data
- Familiarity or prior exposure to private equity or investment firm environments
- Comfortable interfacing with executives and senior stakeholders in a professional setting
- Medical, Dental, & Vision Insurance Plans
- Employee-Owned Profit Sharing (ESOP)
- 401K offered