Senior Analyst, Innovation Investment Management

The Ohio State University; Columbus (OH); On-site; USD 88,300 - 115,350; Full time

Job summary

The Ohio State University seeks a Senior Analyst, Innovation Investment Management, to join its ERIK team. You will support investment analysis, portfolio reporting, fund evaluations, and market intelligence for university-affiliated startups and external capital opportunities.

This role involves preparing diligence materials, dashboard analyses, and leadership-ready materials, translating trends into strategic insights, and collaborating with internal stakeholders across the innovation

Qualifications

• Bachelor’s degree in business, finance, economics, public administration, or related field.
• 4 years of relevant experience in investment analysis, economic development, venture capital, or related areas.
• Demonstrated strong quantitative, analytical, and financial modeling skills.
• Excellent written, verbal, and interpersonal communication skills.
• High attention to detail, organization, and deadline management.
• Experience with Excel, PowerPoint, and data/portfolio management platforms.

Responsibilities

• Conduct due diligence and investment analysis for direct and follow-on investment opportunities involving university-affiliated startups and existing portfolio companies, as well as fund and external capital platform opportunities.
• Review fund reports, manager updates, capital activity, valuation changes, distributions, unfunded exposure, portfolio developments, and prospective fund materials; prepare summaries, dashboards, diligence support, and briefing materials for senior team members, committees, and leadership.
• Build financial analyses, market research, ownership analyses, fund summaries, exposure analyses, dashboards, and written materials that support investment decisions, participation rights evaluations, fund diligence, external capital discussions, and emerging capital deployment activity.
• Monitor portfolio performance, financing activity, milestone achievement, external capital raised, valuation changes, capital needs, and other indicators that inform portfolio reporting, impact assessment, and leadership decision-making.
• Prepare portfolio reports, impact assessments, dashboards, briefing materials and presentations for leadership, investment and advisory committee meetings.
• Translate venture capital, fund investing, startup financing, university innovation, and commercialization trends into insights that support portfolio strategy and the development of Ohio State’s innovation investment platform.
• Map funds, investors, sectors, markets, and external capital models, external capital models, and university-affiliated investment approaches to identify funding trends, market dynamics, portfolio capital needs, and areas of alignment with Ohio State-affiliated startups, portfolio priorities, and fund investment strategy.
• Maintain investment analysis files, portfolio research, diligence materials, fund reporting inputs, and supporting documentation used for internal decision-making, in coordination with other IIM team members.
• Coordinate with founders, faculty, commercialization teams, portfolio companies, fund managers, and internal stakeholders to gather information, support diligence and reporting needs, and maintain visibility into investment and portfolio activity.

Skills

Quantitative analysis

Financial modeling

Communication skills

Education

Bachelor’s degree in business, finance, economics, public administration, or related field

Advanced degree (MBA, Master’s, or related area)

Tools

PitchBook

Carta

Chronograph

Excel dashboards

Power BI

Tableau

Smartsheet

SharePoint

Job description

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Job Title: Senior Analyst, Innovation Investment Management

Department: ERIK | Technology Commercialization

Position Summary

The Ohio State University's Innovation Investment Management team sits within the Innovation and Commercialization function, where university research, technology commercialization, startup formation, venture capital, and portfolio stewardship intersect. As Ohio State technologies move toward licensing, startup creation, external funding, and market growth, the team manages the investment, fund reporting and portfolio activity connected to university innovation.

The Senior Analyst, Innovation Investment Management, is a key member of the team supporting investment analysis, portfolio reporting, fund and external capital analysis, diligence materials, venture market intelligence, and portfolio research. This role is designed for an analytically strong candidate interested in working at the intersection of venture capital, startup finance, university innovation, fund investing, portfolio management, and technology commercialization.

The Senior Analyst will support evaluation of startup, follow-on investment, fund, and external capital opportunities; prepare financial, market, ownership, fund, and portfolio analyses; monitor portfolio activity and fund performance; develop dashboards and committee materials; and translate data, documents, and market activity into decision-support materials for senior team members and leadership.

This role provides broad exposure to university-affiliated startups, early-stage investment activity, fund opportunities, external capital relationships, and innovation portfolio management, with a focus on analysis, reporting synthesis, diligence support, and venture market intelligence.

Key Responsibilities

• Conduct due diligence and investment analysis for direct and follow-on investment opportunities involving university-affiliated startups and existing portfolio companies, as well as fund and external capital platform opportunities.
• Review fund reports, manager updates, capital activity, valuation changes, distributions, unfunded exposure, portfolio developments, and prospective fund materials; prepare summaries, dashboards, diligence support, and briefing materials for senior team members, committees, and leadership.
• Build financial analyses, market research, ownership analyses, fund summaries, exposure analyses, dashboards, and written materials that support investment decisions, participation rights evaluations, fund diligence, external capital discussions, and emerging capital deployment activity.
• Monitor portfolio performance, financing activity, milestone achievement, external capital raised, valuation changes, capital needs, and other indicators that inform portfolio reporting, impact assessment, and leadership decision-making.
• Prepare portfolio reports, impact assessments, dashboards, briefing materials and presentations for leadership, investment and advisory committee meetings.
• Translate venture capital, fund investing, startup financing, university innovation, and commercialization trends into insights that support portfolio strategy and the development of Ohio State’s innovation investment platform.
• Map funds, investors, sectors, markets, and external capital models, external capital models, and university-affiliated investment approaches to identify funding trends, market dynamics, portfolio capital needs, and areas of alignment with Ohio State-affiliated startups, portfolio priorities, and fund investment strategy.
• Maintain investment analysis files, portfolio research, diligence materials, fund reporting inputs, and supporting documentation used for internal decision-making, in coordination with other IIM team members.
• Coordinate with founders, faculty, commercialization teams, portfolio companies, fund managers, and internal stakeholders to gather information, support diligence and reporting needs, and maintain visibility into investment and portfolio activity.

Required Qualifications

• Bachelor’s degree in business, finance, economics, public administration, or related field.
• 4 years of relevant experience required in investment analysis, economic development, venture capital, or related areas.
• Demonstrated strong quantitative, analytical, and financial modeling skills.
• Excellent written, verbal, and interpersonal communication skills.
• High attention to detail, organization, and deadline management.
• Experience with Excel, PowerPoint, and data/portfolio management platforms.

Desired Qualifications

• Advanced degree (MBA, Master’s, or related area).
• 4-8 years of relevant experience.
• Experience supporting investment analysis, venture capital, startup finance, fund investing, university commercialization, innovation investment, economic development, or portfolio management activities within a university, public sector, venture, finance or technology/startup ecosystem.
• Familiarity with commercialization pathways, early-stage venture investing, fund investing, cap tables, ownership analysis, fund performance metrics, impact assessment, and portfolio reporting.
• Experience with PitchBook, Carta, Chronograph, Excel dashboards, Power BI, Tableau, Smartsheet, SharePoint, or similar research, reporting, or portfolio systems.

Application Materials

• Resume is required.
• Cover letter is desired.

Salary

The salary range for this job profile is $88,300 - $115,350. The offer for this position may fall within this range based on multiple factors including internal equity, unit’s available budget, and the candidate’s qualifications.

Additional Information

Due to U.S. export control regulations governing information, technology, and facilities accessed during the performance of work, applicants must be: (1) U.S. citizens or nationals; (2) permanent residents; (3) asylees or refugees; or (4) individuals otherwise described as "protected individuals" pursuant to Title 8 U.S. Code Section 1324b(a)(3)(b).

Ohio State will not sponsor applicants for work visas for this position.

ERIK Overview

Join the Enterprise for Research, Innovation and Knowledge (ERIK) at The Ohio State University and become a part of a dynamic, forward-thinking team dedicated to pushing the boundaries of discovery and innovation. ERIK positions Ohio State to expand curiosity-driven research and creative expression, further develop our research community of faculty, staff, and students, and grow the innovation ecosystem to address big challenges and improve communities locally and globally. We are seeking passionate individuals who are committed to making a meaningful impact through collaboration, innovation, and excellence. To learn more about our mission and work, please visit https://erik.osu.edu/.

Location: Energy Advancement and Innovation Center (1044) Position Type: Regular Scheduled Hours: 40 Shift: First Shift

Final candidates are subject to successful completion of a background check. A drug screen or physical may be required during the post offer process.

The university is an equal opportunity employer, including veterans and disability.