Duke Capital Partners - Financial Management Analyst I

About Duke Capital Partners

The mission of Duke Capital Partners (DCP) is to support the global Duke entrepreneurial community with an investment platform and co-investment fund that engages and leverages the power of the global Duke network. The DCP operational team and investment platform exist within Duke's Office for Translation & Commercialization at Duke University. The DCP team partners with Duke-affiliated investors to source and curate investment opportunities in Duke affiliated companies. DCP investors invest directly in portfolio companies. The DCP team also operates the Duke Innovation Fund (DIF), which invests alongside DCP and augments the capital available for portfolio companies. A key aspect of Duke Capital Partners' approach is the active engagement and matching of DCP member expertise with portfolio companies to support growth and success. The global Duke community offers a uniquely powerful opportunity for networking and guidance from industry experts and successful entrepreneurial leaders. For more information, visit dukecapitalpartners.duke.edu.

What You'll Do

Responsible for the financial analysis aspects of DCP investments and portfolio monitoring, including preparation and coordination of various financial reports and analyses.

Deal Sourcing & Screening

• Researching emerging companies, industries, and market trends to identify potential investment opportunities
• Analyzing inbound pitch decks and business plans from founders
• Conducting initial screening calls or meetings with prospective portfolio companies
• Building and maintaining a pipeline/database of companies to track

Due Diligence

• Analyzing a startup's business model, market size (TAM/SAM/SOM), competitive landscape, and growth potential
• Reviewing financial statements, cap tables, and unit economics
• Vetting the founding team's background and track record
• Speaking with customers, industry experts, or references to validate claims

Financial Modeling & Valuation

• Building financial models to project revenue, burn rate, and runway
• Performing valuation analysis (comparable company analysis, discounted cash flow where applicable, venture capital method)
• Modeling potential returns and scenarios (best case, base case, downside case)
• Analyzing cap table dynamics and dilution across funding rounds

Investment Memos & Presentations

• Drafting or reviewing investment memos summarizing the opportunity, risks, and recommendations
• Preparing materials and presentations for DCP Operations Team meetings
• Synthesizing diligence findings into clear, actionable recommendations for partners

Portfolio Management & Monitoring

• Tracking financial and operational performance (KPIs) of portfolio companies
• Preparing quarterly or monthly portfolio reports for the fund and its LPs (limited partners)
• Flagging material changes in performance, runway, or valuation
• Maintain portfolio-level tracking of ownership positions, follow-on rights, pro rata allocations, and performance marks across the portfolio
• Produce ad hoc analyses: sector deep-dives, benchmarking against market data, exit scenario modeling
• Support organizational initiatives with data, charts, and presentation materials
• Helping portfolio companies with follow-on fundraising support, introductions, or strategic guidance
• Monitoring industry trends that could affect portfolio holdings

Fund Operations & Reporting

• Assisting with financial administration tasks, such as capital calls and distributions
• Supporting investor reporting and communications
• Helping prepare materials for investor meetings or annual reports

Education/Training

Work generally requires a Bachelor's degree in Accounting, Economics or a related business field.

Experience

No experience required for candidates who possess a Bachelor's degree in a field of study related to the specific position.

Skills

• OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
• Excellent customer service, interpersonal, teamwork, written communication and organizational skills
• High attention to detail and ability to accurately analyze complex issues and data
• Highly fluent working with complex databases and analytical software and AI tools
• Experience with Duke systems and processes
• Highly proficient with MS Office (Word, Excel, PowerPoint) software, particularly advanced Excel or equivalent tools

Pay

Anticipated Pay Range: USD $61,026.00 to USD $88,434.00. Duke University considers factors such as (but not limited to) scope and responsibilities of the position; candidate's work experience, education/training, and key skills; internal peer equity; as well as market and organizational considerations when extending an offer.

Benefits

Your total compensation goes beyond the dollars on your paycheck. Duke provides comprehensive and competitive medical and dental care programs, generous retirement benefits, and a wide array of family-friendly and cultural programs to eligible team members. Learn more at: https://hr.duke.edu/benefits/