Job Details

Join to apply for the Senior Investment Analyst role at Hercules Capital

Join to apply for the Senior Investment Analyst role at Hercules Capital

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Hercules Capital

Associates in the Technology Team collaborate with Principals, Vice Presidents, and Analysts to deliver on various business and financial analyses as our Managing Directors work to expand our investment portfolio. Some of these responsibilities include evaluating technology companies, conducting financial analysis and business diligence on investments, deriving enterprise valuations for companies, and interacting with financial sponsors and management teams.

• Provide full analytical support of new and on-going business deals, which includes due diligence and data collection ensuring the accuracy and validity of supplied information.
• Analyze companies' financial performance, including operational performance and key performance indicators.
• Analyze companies' industry positioning and competitive differentiation.
• Assist in portfolio management as one of the key liaisons between Hercules Capital and the portfolio companies, ensuring portfolio compliance with reporting, financial performance, and covenants.
• Create reports analyzing findings to review and present to management team and investment committee.
• Expand business opportunities through cultivation of client relationships.
• Provide additional analysis support as requested by management.
• Other duties and projects as needed.

Qualifications

• Minimum of two to four years of related experience in a lending, financial, banking, or consulting environment.
• Excellent verbal and written communications skills.
• Proven analytical, presentation and project skills are critical.
• Ability and willingness to thrive in a fast-paced entrepreneurial environment handling multiple projects at any given time.
• Comprehensive understanding of financial statements is essential, including allocation of overhead expenses. In addition, comprehensive understanding of inventory and other asset accounting methodologies is preferred.
• Demonstrated advanced proficiency with computer applications in a PC Windows based environment; experience with all MS applications is required.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst and Finance

• Industries

  Financial Services, Banking, and Venture Capital and Private Equity Principals

Referrals increase your chances of interviewing at Hercules Capital by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Get notified about new Investment Analyst jobs in San Mateo County, CA.

Equity Research Analyst - (Healthcare - Non-Biotech)

San Mateo, CA $140,000.00-$200,000.00 4 days ago

Redwood City, CA $92,700.00-$128,600.00 1 week ago

Senior Vice President, Corporate Finance and Investor Relations

Menlo Park, CA $191,000.00-$271,000.00 2 weeks ago

Senior Equity and International Compensation Analyst

San Mateo, CA $161,160.00-$205,020.00 1 week ago

Director, Product Management, Asset Performance

Redwood City, CA $195,000.00-$253,000.00 2 weeks ago

Equity Research Analyst - (Industrials Sector)

San Mateo, CA $140,000.00-$200,000.00 1 month ago

Equity Research Analyst - (Industrials Sector)

San Mateo, CA $140,000.00-$200,000.00 5 hours ago

Equity Research Analyst - Healthcare Sector (Non-Biotech)

San Mateo, CA $140,000.00-$200,000.00 1 month ago

Redwood City, CA $83,000.00-$100,000.00 4 weeks ago

San Mateo, CA $65,000.00-$150,000.00 2 weeks ago

Sr Associate Scientific Business Analyst - Research Informatics

San Mateo, CA $65,000.00-$150,000.00 2 weeks ago

Sr Associate Scientific Business Analyst - Research Informatics

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.