Finance and Equity Analyst
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Finance and Equity Analyst (RAMP): Use AI tools, scripting, and CLI-based workflows to automate financial processes in private markets with an accent on 409A valuations, tax reporting, fund implementations, and portfolio data collection. Focus on identifying workflow inefficiencies, building scalable systems, and providing feedback to engineering and product teams.
Location: Sandy, UT
Company
connects founders, investors, and limited partners through software for venture capital, private equity, private credit, and fund administration, managing nearly $185B in assets under administration.
What you will do
- Use AI tools, scripting, and CLI workflows to automate real financial processes.
- Support customers on 409A valuations, tax reporting, fund implementations, and portfolio data collection.
- Identify inefficiencies in workflows and develop repeatable, scalable systems.
- Provide feedback to engineering and product through testing, bug reporting, and process insights.
- Build expertise in private markets, AI tools, and 's ERP vision across rotating teams.
Requirements
- Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related fields (or equivalent experience)
- Strong interest in AI and automation as tools to augment thinking.
- Bias for action, ownership, and adaptability to shifting priorities.
- Knowledge of financial statements and common financial concepts.
- Experience managing multiple projects simultaneously.
- Excellent verbal and written communication skills with diplomacy under pressure.
- Curious, competitive mindset.
Nice to have
- Exposure to financial concepts through coursework, internships, or personal interest.
- Experience with Python, scripting, or basic technical tooling.
- Familiarity with financial modeling in Excel.
- Experience using AI tools (Claude, Gemini, etc.) thoughtfully.
Culture & Benefits
- 12-month rotational RAMP program across auditable reporting services teams.
- Work in a recognized company (Fortune, Forbes, Fast Company, Great Places to Work).
- Equal opportunity employer committed to positive interview experience and accommodations.
- Uses E-Verify for US employment authorization.
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