California Licensed Fund Analyst

Job Summary

A company is looking for a Fund Analyst responsible for ensuring the quality of AI-generated fund analysis reports and shaping product direction.

Key Responsibilities

• Review AI-generated fund reports for accuracy and depth against institutional standards
• Evaluate the quality of document classification and extraction from various fund documents
• Improve scoring and benchmarking models based on LP evaluation criteria

Required Qualifications

• 3-6 years of experience in institutional fund diligence at an investment consultant, LP allocator, or fund-of-funds
• Deep understanding of various fund document types and their implications
• Exposure to multiple fund strategies including venture, growth equity, and buyout
• Strong analytical writing skills with experience in producing clear fund-level insights
• Familiarity with technology and AI capabilities, with the ability to collaborate with engineers