Strategic Finance & Fundraising Associate

OnePrime Capital, LLC

Palo Alto (CA)

On-site

USD 120,000 - 180,000

Full time

6 days ago
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Job summary

OnePrime Capital, a Palo Alto-based technology investment firm, seeks a Strategic Finance professional to support fundraising, portfolio analysis and fund planning. You will work with partners and the investment, investor relations and operations teams to prepare investor materials, assess portfolio performance and build models guiding capital deployment.

This early-career role targets candidates from strategic finance or management consulting who want broad exposure inside an investment firm

Qualifications

  • Typically 2–4 years in strategic finance or management consulting.
  • Strong Excel and financial modeling skills.
  • Clear written communication and the ability to prepare well-organized investor presentations.
  • Attention to detail in financial analysis and data integrity.
  • Comfort learning CRM, reporting and AI tools to improve recurring work.

Responsibilities

  • Build and update models for deployment pacing, reserves, liquidity and fund sizing.
  • Prepare fundraising materials and responses to prospective investors.
  • Keep fundraising data rooms and investor materials current and consistent with records.
  • Research prospective LPs and co-investors; coordinate meeting prep and follow-ups.
  • Prepare quarterly investor updates and portfolio development analyses.
  • Support quarterly valuations and portfolio reviews with benchmark data.

Skills

Excel
Financial modeling
Written communication
Attention to detail
Project management
Problem solving

Education

Bachelor’s degree in business, economics, engineering or related field

Tools

CRM tools
Business intelligence tools

Job description

OnePrime Capital, a Palo Alto-based technology investment firm, seeks a Strategic Finance professional to support fundraising, portfolio analysis and fund planning. You will work with partners and the investment, investor relations and operations teams to prepare investor materials, assess portfolio performance and build models guiding capital deployment.

This early-career role targets candidates from strategic finance or management consulting who want broad exposure inside an investment firm

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