Fund Analyst
Expa
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $140,000 - $190,000 per year
About the role
- Review AI-generated fund reports against institutional-grade standards
- Evaluate document classification and extraction quality
- Improve scoring and benchmarking models
- Define what 'good' looks like
- Translate LP workflow into product requirements
- Build fund intelligence content
- Stay current on market trends
Requirements
- 3–6 years in institutional fund diligence
- Deep fluency across fund document types
- Multi-strategy exposure
- Strong analytical writing
- Pattern recognition for red flags
- Comfort with technology
- CFA, CAIA, or equivalent credential (preferred)
- Experience building/improving diligence templates (preferred)
- Prior startup or product-adjacent experience (preferred)
- Network within the LP/allocator community (preferred)
- Familiarity with AI tools, prompt engineering, or data-driven investment analysis (preferred)
Benefits
- Equity upside
- Work with builders
- Shape the product
- Outsized impact
- First in function
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
document classificationextraction quality evaluationscoring modelsbenchmarking modelsdiligence templatesdata-driven investment analysispattern recognition
Soft Skills
analytical writingcomfort with technology
Certifications
CFACAIA