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About the Role
This role involves portfolio analytics, financial modeling, strategic planning, and process improvement. You will develop a deep understanding of the company's portfolio, translate complex information into insights for risk management, and formalize scalable processes for data flow. The position requires strong financial fundamentals and data fluency.
Responsibilities
- Develop a detailed understanding of Generate’s portfolio, including its composition, exposures, cash flows, performance, and risk drivers
- Own and improve recurring portfolio analytics, valuation support, diversification analysis, sensitivities, and reporting
- Turn large, complex financial data sets into clear insights for senior stakeholders
- Build documented, scalable data and reporting processes that improve accuracy, efficiency, and continuity
- Partner with FP&A, Asset Management, and Technology to improve data flows and financial reporting
- Support the Strategic Business Plan, including dashboards, bottom-up analysis, forecasting, and variance analysis
- Maintain, troubleshoot, and improve the corporate model and the business models that feed it
- Build analytical tools, use AI thoughtfully to accelerate work, and support diligence, Investor Relations, FP&A, and other team priorities
Requirements
- Bachelor’s / Master’s degree in Finance, Economics, Accounting or a related field
- 1–6 years of relevant experience in strategic finance, corporate finance, FP&A, portfolio analytics, investment analysis, risk management, or a related field
- Strong finance fundamentals, including three-statement modeling, discounted cash flow analysis, and capital structure
- Foundational accounting knowledge and an understanding of GAAP and non-GAAP measures
- Advanced Excel skills and experience building, auditing, and troubleshooting complex financial models
- Ability to work accurately with large data sets, nested hierarchies, and complex financial information
- Strong analytical judgment, including the ability to break down multivariable problems and separate signal from noise
- Experience designing and implementing scalable processes or analytical frameworks
- Clear, concise communication and strong interpersonal skills
- A collaborative, low-ego working style and the ability to switch contexts and adapt quickly
Skills
- AI tools
- SQL
- Power BI
- Python
- R
- Planning systems
Experience Level
- 1-6 years
Education Level
- Bachelor's degree
- Master's degree
Salary/Compensations
- $100,000 - $125,000
Benefits
- Discretionary bonus
- Health care benefits
- Retirement benefits
- Paid days off (including sick leave, parental leave, and paid time off or vacation benefits)
About the Company
- Generate Capital is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, gender identity, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.
Equal Opportunity
- Generate Capital is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, gender identity, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.