LHH is supporting a growing and highly innovative venture capital firm that is seeking a Senior Analyst to join its Portfolio Operations team. This position offers the opportunity to work at the intersection of investing, finance, and operational strategy while supporting a portfolio of venture-backed businesses across a variety of emerging industries. The Senior Analyst will play a key role in portfolio valuation activities, fund operations, investor reporting, and portfolio analytics, helping deliver critical insights that support investment decision-making and firmwide strategic initiatives.
Responsibilities
- Support the quarterly and annual valuation process for portfolio company investments, including financial analysis, comparable company assessments, and valuation model preparation.
- Assist in developing portfolio performance reporting and investment-level analytics used by senior leadership, investment professionals, and limited partners.
- Generate insights related to portfolio company operating performance, financial trends, capital structures, and key performance indicators.
- Coordinate the collection, validation, and maintenance of portfolio company financial and operational data.
- Prepare materials supporting investor reporting, fund performance reporting, and portfolio monitoring activities.
- Partner with investment teams to evaluate portfolio company results, financing events, liquidity activities, and operational developments.
- Support venture fund operations, including investment onboarding, portfolio tracking, capital activity monitoring, and data management initiatives.
- Work closely with third-party service providers, auditors, valuation specialists, and fund administrators to support ongoing reporting requirements.
- Assist with process improvement initiatives focused on portfolio management, data integrity, reporting efficiency, and operational scalability.
- Contribute to special projects involving portfolio analytics, fund performance measurement, operational benchmarking, and strategic planning efforts.
- Help develop dashboards, reporting tools, and business intelligence solutions that improve visibility into portfolio performance and investment outcomes.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- 2+ years of relevant experience within venture capital, private equity, investment operations, portfolio operations, valuation advisory, transaction services, financial due diligence, investment banking, or consulting.
- Strong understanding of valuation methodologies, financial statement analysis, and investment performance metrics.
- Experience building and maintaining financial models and analytical reporting tools.
- Advanced Excel skills with the ability to manipulate large datasets and perform detailed financial analysis.
- Familiarity with venture capital, private equity, fund structures, and investment lifecycle processes preferred.
- Experience working with portfolio monitoring, reporting, or fund accounting platforms is a plus.
- Demonstrated ability to synthesize complex information into actionable insights and recommendations.
- Strong organizational skills with exceptional attention to detail and the ability to manage competing priorities.
- Excellent written and verbal communication skills, including the ability to present analyses to both financial and non-financial audiences.
- Highly motivated, intellectually curious, and capable of thriving in a fast-paced, entrepreneurial environment.
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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, the base salary range is estimated to be $100,000 - $150,000 and benefits may include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan.
Senior Portfolio Operations Analyst in Washington DC-Baltimore Area at LHH
This position is listed as full time and onsite. It was posted 4 days ago.