Portfolio Intelligence Analyst

· Remote

Location

Remote

Type

Full Time

Job Description

Portfolio Intelligence Analyst

Reposted Yesterday
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Palo Alto CA USA
In-Office
Mid level
Angel or VC Firm
Backing the technical frontier
The Role
The Portfolio Intelligence Analyst manages the data infrastructure for portfolio monitoring and investor reporting builds AI tools and supports fundraising through financial analysis and data collection.
Summary Generated by Built In

ABOUT INNOVATION ENDEAVORS 

Innovation Endeavors is a leading early-stage venture capital firm investing in founders who are driving generational change in order to solve problems that matter. We explore how advances in data computation and engineering are reshaping industries worldwide. Over 16 years we have backed breakout companies including Uber Planet Labs Viz.ai AlphaSense and Kong. We are currently investing out of our fifth fund ($630M) and have total AUM of almost $2B. We invest primarily at Seed and Series A taking a concentrated thesis-driven approach leading nearly every deal and working closely with our portfolio. 

THE ROLE 

We are hiring a Portfolio Intelligence Analyst to own and evolve our internal data infrastructure including the systems tools and workflows that power portfolio monitoring fund management and investor reporting. You will work directly with our CFO and investment team to turn messy multi-source data into clean reliable intelligence that drives better decisions across the firm. 

This is a high-impact seat at the intersection of data finance and technology with visibility into every company in our portfolio and direct exposure to how a top-tier VC firm operates. You’ll have the autonomy to build AI-first solutions rather than just maintaining spreadsheets and you’ll be the firm’s go-to expert on portfolio data. While this role provides visibility and access across the firm it is not an investing role or a pathway to an investing role. 

NOTE: US work authorization is required (we are not sponsoring at this time).

WHAT YOU WILL DO 

• Own the financial data platform. Manage and continuously improve our existing outputs from our accounting system financing data and cap tables and our portfolio monitoring platform. Design workflows for data collection validation and reporting across our financial reporting and portfolio companies. And more importantly define and implement future tools for better data management. 

• Build AI-first tools. Identify opportunities to automate tedious processes—data ingestion anomaly detection report generation—using modern AI-first tools. Evaluate and implement new technologies rather than defaulting to manual workflows. 

• Support fundraising. Assist in drafting the DDQ and other accurate and verified financial fundraising materials for our potential and existing investors. Contribute to fundraising activities by preparing data-backed analysis and providing transactional and operational support. 

• Deliver financial analysis. Prepare ad-hoc models and analyses of fund and portfolio performance for quarterly valuations semi-annual Strategic Reviews later-stage financing assessments and LP reporting. 

• Collect and verify portfolio data. Lead the end-to-end process of gathering financial metrics and KPIs from portfolio companies foreign company and tax data while working

closely with the CFO and investment team. Ensure data accuracy through systematic verification and reconciliation. 

• Improve processes relentlessly. Identify bottlenecks and inefficiencies across the firm’s data workflows. Build dashboards automate reports and implement best practices for data organization across all firm functions. 

WHAT WE ARE LOOKING FOR 

• 3+ years of experience in a fast-paced analytical environment for example an analytics or data science team at a high-growth company a fund an investment bank a consulting engagement or building data platforms for an operating business 

• VC curious with an interest or experience in the innovation economy and venture capital 

• Data science or analytics training whether through formal education (degree or coursework in data science statistics CS or a quantitative field) or meaningful professional experience working with data at scale. 

• Advanced proficiency in Excel/Google Sheets and SQL. Experience with Python R or similar tools for data analysis is a strong plus. 

• Familiarity with AI tools and workflows. Hands-on experience using AI coding and knowledge tools — e.g. Claude / Claude Code Cursor ChatGPT or similar — in real work. You've developed a view on when AI accelerates you and when it gets in the way.

• Working knowledge of finance and accounting fundamentals. Enough to build financial models understand fund structures and communicate fluently with the CFO and investment team. 

• Experience with portfolio monitoring cap table or fund admin platforms (e.g. Standard Metrics Carta Investran) is a plus but not required. 

• Exceptional communication skills. You can translate complex data into clear narratives for both technical and non-technical audiences. 

• An ownership mentality. You’re proactive organized and comfortable operating with significant autonomy. No task is too small and no problem is someone else’s. 

WHY THIS ROLE 

• Venture capital exposure: Direct visibility into cutting-edge startups across AI robotics life sciences and enterprise software. 

• Build don’t just maintain: This is a greenfield opportunity to design data infrastructure and AI-powered tools from scratch. 

• Small team big impact: As the only in-house finance hire directly supporting the CFO your work shapes firm-level decisions. 

• Culture: A tight-knit intellectually curious team that values openness kindness and a passion for emerging technology. 

COMPENSATION 

Competitive base salary performance bonus and benefits including medical dental vision and flexible time off. And most importantly a fun and amazing team to work with!

Top Skills

Ai Tools
Excel
Google Sheets
Python
R
SQL
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The Company
20 Employees
Year Founded: 2015

What We Do

Innovation Endeavors is a leading early-stage venture capital firm investing in founders who are driving generational change in order to solve problems that matter. We explore how advances in data computation and engineering are reshaping industries worldwide. Over 16 years we have backed breakout companies including Uber Planet Labs Viz.ai AlphaSense and Kong. We are currently investing out of our fifth fund ($630M) and have total AUM of almost $2B. We invest primarily at Seed and Series A taking a concentrated thesis-driven approach leading nearly every deal and working closely with our portfolio.

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Date Posted

04/23/2026

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