About the role
The Senior Associate, Finance & Investments will serve as the financial and execution backbone of UFP Ventures. The role supports the full investment lifecycle, including opportunity evaluation, financial modeling, due diligence, Investment Committee preparation, transaction execution, portfolio reporting, valuation, and performance analysis. The Senior Associate will also help establish scalable, AI-enabled processes that allow a lean investment team to operate effectively. Found on 1752vc Careers, the job board for startup and VC roles.
More about this role
The Senior Associate, Finance & Investments will serve as the financial and execution backbone of UFP Ventures. The role supports the full investment lifecycle, including opportunity evaluation, financial modeling, due diligence, Investment Committee preparation, transaction execution, portfolio reporting, valuation, and performance analysis. The Senior Associate will also help establish scalable, AI-enabled processes that allow a lean investment team to operate effectively.
Grand Rapids, Detroit, Philadelphia, or St. Louis preferred.
Financial due diligence to support the UFP investment process; find market comps, and support deal execution Support Principals in deal flow process to include: sourcing/direct outreach to prospective investments, screening and evaluating, CRM management, and due diligence Build financial models to assess valuation and forecast financial returns of investments Develop and maintain AI-enabled workflows, templates, and documented processes that improve the speed, consistency, and quality of investment research, diligence, portfolio reporting, and team operations Work directly with portfolio companies, as needed, to support their financial, accounting,...
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