Financial Management Analyst

Duke Capital Partners (DCP) supports the global Duke entrepreneurial community with an investment platform and co-investment fund that engages and leverages the power of the Duke network. The DCP team operates within Duke’s Office for Translation & Commercialization, partnering with Duke-affiliated investors to source and curate investment opportunities in Duke-affiliated companies. DCP also manages the Duke Innovation Fund (DIF), which invests alongside DCP and augments capital for portfolio companies. A key aspect of DCP’s approach is actively matching member expertise with portfolio companies to support growth and success.

Responsibilities

• Deal Sourcing & Screening
  • Research emerging companies, industries, and market trends to identify potential investment opportunities
  • Analyze inbound pitch decks and business plans from founders
  • Conduct initial screening calls or meetings with prospective portfolio companies
  • Build and maintain a pipeline/database of companies to track
• Due Diligence
  • Analyze a startup's business model, market size (TAM/SAM/SOM), competitive landscape, and growth potential
  • Review financial statements, cap tables, and unit economics
  • Vet the founding team's background and track record
  • Speak with customers, industry experts, or references to validate claims
• Financial Modeling & Valuation
  • Build financial models to project revenue, burn rate, and runway
  • Perform valuation analysis (comparable company analysis, discounted cash flow, venture capital method)
  • Model potential returns and scenarios (best case, base case, downside case)
  • Analyze cap table dynamics and dilution across funding rounds
• Investment Memos & Presentations
  • Draft or review investment memos summarizing the opportunity, risks, and recommendations
  • Prepare materials and presentations for DCP Operations Team meetings
  • Synthesize diligence findings into clear, actionable recommendations for partners
• Portfolio Management & Monitoring
  • Track financial and operational performance (KPIs) of portfolio companies
  • Prepare quarterly or monthly portfolio reports for the fund and its LPs
  • Flag material changes in performance, runway, or valuation
  • Maintain portfolio-level tracking of ownership positions, follow-on rights, pro rata allocations, and performance marks
  • Produce ad hoc analyses: sector deep-dives, benchmarking against market data, exit scenario modeling
  • Support portfolio companies with follow-on fundraising, introductions, or strategic guidance
  • Monitor industry trends that could affect portfolio holdings
• Fund Operations & Reporting
  • Assist with financial administration tasks, such as capital calls and distributions
  • Support investor reporting and communications
  • Help prepare materials for investor meetings or annual reports

Qualifications

Work generally requires a Bachelor's degree in Accounting, Economics, or a related business field. No prior experience is required for candidates with a relevant degree.

Skills

• Excellent customer service, interpersonal, teamwork, written communication, and organizational skills
• High attention to detail and ability to analyze complex issues and data
• Fluent in working with complex databases, analytical software, and AI tools
• Experience with Duke systems and processes
• Highly proficient with MS Office (Word, Excel, PowerPoint), particularly advanced Excel or equivalent tools

Pay

Duke University provides an annual base salary range for this position of USD $61,026.00 to USD $88,434.00. Factors considered include scope and responsibilities, work experience, education/training, key skills, internal peer equity, and market/organizational considerations.

Benefits

• Comprehensive and competitive medical and dental care programs
• Generous retirement benefits
• Family-friendly and cultural programs