Job Opportunities

Venture Capital - Financial Analyst

San Mateo Metro Area, CA

Post Date: 08/03/2017 Job ID: JN -082017-39167 Background: Financial Services - Finance
  • Maintain and distribute all offering and marketing materials to Fund s limited partners and prospects. Coordinate quarterly closings with outside counsel and service providers
  • Maintain CRM data and review documents posted to investor portal.
  • Manage the compliance program along with other compliance committee members. S.
  • Respond to LP queries as necessary.
  • Plan and produce biannial investor retreat.
  • Track required documentation for the Fund s investments and respond to requests from invested managers.
  • BA/BS from a recognized university with strong academic credentials
  • 3-5+ years of relevant work experience
  • Superior written and oral communications skills, including a strong professional presence on the phone, in writing, and in person.
  • A high degree of proficiency with standard business productivity software including Microsoft Office.
  • An understanding of basic investment concepts and instruments, and a strong desire to understand and learn more about financial markets and investing.
  • Candidates must be mature, poised, well organized, service oriented, and thoughtful.

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CVPartners, an Addison Group Company, is an EEO employer. We consider for employment qualified applicants with arrest and conviction records.