Senior Portfolio Analytics & Early-Stage Investment Partner

Lever, Inc.; Menlo Park (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Lever, Inc. is seeking a Senior Portfolio Analytics & Investment Associate to bridge structured financial modeling with hands-on early-stage startup execution.

You will deliver strategic portfolio insights, assist with pre-investment diligence, and act as a fractional financial strategist to founders. The role emphasizes building data infrastructure and advanced analytics to support investment decisions, valuations, and runways across a pre-seed and seed portfolio in a fast-moving AI

Qualifications

• Experience in Venture Capital, Private Equity, Growth Equity, or Investment Banking.
• Advanced financial modeling to synthesize operational metrics into three-statement models.

Responsibilities

• Support commercial evaluation of early-stage opportunities and test assumptions with flexible models.
• Draft data-driven investment memos for Investment Committee review.
• Perform market mapping and macro research to source opportunities.

Skills

Venture Capital

Private Equity

Growth Equity

Investment Banking

Financial Modeling

Excel/Sheets

Data management frameworks

BI visualization software

Unit economics

Pricing strategy

Education

Bachelor's degree in Finance, Economics, Computer Science, Engineering, or a highly technical quantitative discipline

Tools

PitchBook

Harmonic

Crunchbase

Carta

Claude

ChatGPT

Job description

Lever, Inc. is seeking a Senior Portfolio Analytics & Investment Associate to bridge structured financial modeling with hands-on early-stage startup execution.

You will deliver strategic portfolio insights, assist with pre-investment diligence, and act as a fractional financial strategist to founders. The role emphasizes building data infrastructure and advanced analytics to support investment decisions, valuations, and runways across a pre-seed and seed portfolio in a fast-moving AI