Financial Analyst

Financial Analyst

Members of the Downing Capital Group team are investor-entrepreneurs. We are a new breed of investment firm: our team members are business builders, not merely capital providers. Our unique model turns conventional private equity and VC on its head: we begin with our own business ideas, recruit management teams to execute on them, and then capitalize on these ventures. The vast majority of the firm’s capital will be invested in ideas incubated internally.

We are seeking a Financial Analyst to support Downing Capital Group’s fundraising efforts with investors for both the fund and portfolio companies, while also playing a key role in financial planning and analysis (FP&A). This role will involve helping establish and maintain investor relationships, assisting with fundraising initiatives, and supporting portfolio companies with financial modeling, reporting, and dashboards.

How you’ll make an impact:  

FP&A Responsibilities for Portfolio Companies:

• Develop and maintain scalable financial models to support business planning, fundraising, and investor reporting.
• Support portfolio companies in budgeting and forecasting, ensuring alignment with business goals and investor expectations.
• Create automated dashboards and reports to track key financial and operational metrics, providing real-time insights.
• Standardize financial templates and playbooks to ensure efficiency and consistency across portfolio companies.
• Analyze financial data to identify trends, risks, and opportunities, offering strategic recommendations.
• Develop frameworks for scaling FP&A support, ensuring seamless financial operations as portfolio companies grow.
• Support monthly, quarterly, and annual financial reporting, ensuring data integrity and investor readiness.

Fundraising Responsibilities:

• Assist in due diligence processes, ensuring financial models and data are investor-ready.
• Identify and qualify leads for fundraising, leveraging financial insights to target the right investors.
• Develop and execute personalized outreach campaigns to engage potential investors and strategic partners.
• Manage investor pipelines in the CRM, tracking outreach efforts, follow-ups, and interactions systematically.
• Coordinate investor meetings and follow-ups, ensuring clear communication and timely responses.
• Develop financial benchmarks and performance KPIs, helping portfolio companies position themselves effectively for fundraising.

What you’ll bring to the table:

• Strong analytical and financial modeling skills in Excel.
• Strong FP&A background - Experience with budgeting, forecasting, financial modeling and investor reporting.
• Excellent communication skills for investor interactions and reporting.
• Highly organized and structured with exceptional attention to detail and the ability to manage multiple tasks and priorities effectively.
• A proactive and adaptable attitude in a dynamic work environment with a commitment to continuous improvement.
• Strategic mindset with the ability to scale processes for multiple portfolio companies.
• Experience with investor relations is a plus.