Analyst-CapC

As an Analyst, you'll work closely with our Capital Consultants and play a critical role in powering end-to-end deal execution. Your day-to-day will revolve around building lender-ready profiles, supporting financial analyses, managing key workflows, and keeping our capital engine running smoothly.

Your responsibilities:

Compile and validate financial documents and client data.

Assist in preparation of deal one-pagers and engagement letters.

Maintain clean and updated records in HubSpot.

Track deal progress across Spark, Swift, and Scale stages.

Support invoicing, collections, and operational tasks with the Ops team.

Monitor portfolio performance and generate early warning signals.

Liaise with lenders to schedule meetings and manage feedback.

Conduct market research and competitor analysis to sharpen deal insights.

Skill sets/Experience we require:

0-2 years of experience in financial services, fintech, VC, lending, or consulting.

CA/CFA/Graduate in Finance, Business, Economics, or a related field.

Strong analytical, Excel, and research skills.

Proactive team player who’s eager to learn and execute.

Clear communicator with a bias for action and ownership.

Familiarity with CRM tools (like HubSpot) is a plus.