Senior Portfolio Analytics & Investment Associate

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

About the Role

We are seeking an analytically rigorous, commercially sharp Senior Portfolio Analytics & Investment Associate to bridge the gap between structured financial modeling and early-stage startup execution. Positioned within our investment team, this role splits time between delivering strategic insights on portfolio traction, helping with underwriting investments, and serving as a direct fractional financial strategist to our founders.

Unlike traditional back-office data roles, responsibility for institutional fund metrics, DPI/IRR tracking, and Limited Partner (LP) reporting lies entirely with our dedicated Finance team. Instead, you will deliver value by honing internal data infrastructure and advanced analytical modeling to drive proactive investment decision making, assist with pre-investment diligence, and help architect financial strategy alongside our pre-seed and seed-stage portfolio companies from day one.

Core Responsibilities

Portfolio Intelligence & Operational Infrastructure (50%)

• Data Ingestion Systems: Oversee the structural ingestion and sanitization of qualitative and operational KPIs submitted by portfolio startups, ensuring data hygiene and consistency.
• Predictive Dashboarding: Engineer internal analytics frameworks and predictive watchlists to monitor portfolio health, alert leadership to real-time runway risks, and evaluate operational velocity. Primary focus is on companies likely to deliver the greatest impact to our funds.
• Internal Synergy: Interface directly with the internal Finance team to provide seamless portfolio data information, feeding into valuations for fund accounting and investor reporting.

Investment Evaluation & Due Diligence (25%)

• Deep-Dive Due Diligence: Support the commercial evaluation of early-stage investment opportunities, identifying core traction drivers, reviewing financial models and pressure testing assumptions as appropriate.
• Investment Committee Memos: Collaborate on drafting high-conviction investment memos and present clear data-driven arguments directly to the Investment Committee.
• Market Mapping: Conduct proactive ecosystem market mapping and macroeconomic sector research to uncover high-conviction, proactive sourcing channels.
• Underwriting & Valuation: Work with other investment team members on complex financial underwriting, cap table dilution analysis, and returns modeling for pipeline opportunities. Support Finance team with valuation modeling as needed.

Founder Advisory & Early-Stage Financial Architecture (25%)

• Bespoke Financial Modeling: Embed directly with pre-seed and seed-stage portfolio founders to design, build, and stress-test their initial bottoms-up operational and financial models from scratch.
• Strategic Advisory: Translate raw early traction into structured corporate forecasts - optimizing pricing tiers, unit economics, headcount planning, and milestones required to successfully unlock Series A benchmarks.
• Capital Raising Support: Partner with portfolio executive teams to build clean, forward-looking runway/burn scenarios ahead of institutional follow-on rounds.
• Playbook Development: Institutionalize financial templates across the firm, building robust, repeatable forecasting tooling and playbooks tailored for early-stage B2B SaaS focused in the AI infrastructure segment.

Required Background & Qualifications

• Experience: 3-5+ years of experience in either Venture Capital, Private Equity, Growth Equity, or Investment Banking.
• Financial Modeling Mastery: Elite-level ability to synthesize complex operational metrics into transparent, flexible three-statement models from a blank sheet of paper.
• Early-Stage Intuition: Deep operational empathy for pre-seed and seed founders; a natural ability to educate technical operators on financial literacy and unit economics.
• Technical Toolkit: Advanced mastery of Excel/Sheets. Highly value technical familiarity with data management frameworks with MCP integrations (Claude, ChatGPT, Carta), BI visualization software, and standard market information sources (PitchBook, Harmonic, Crunchbase).
• Education: Bachelor's degree in Finance, Economics, Computer Science, Engineering, or a highly technical quantitative discipline. MBA/ CFA a plus.