Analyst, Finance Portfolio Ops

Energize Capital is looking for a Portfolio Finance Analyst to join their team in Chicago. In this role, you’ll be responsible for analyzing financial and customer data from portfolio companies to support value creation and risk mitigation. You’ll work closely with various teams to ensure high-quality data and insights that drive performance. This is a great opportunity for someone with strong analytical skills who wants to make an impact in the climate solutions space.

What You’ll Do

• Collect and validate financial data from portfolio companies.
• Analyze performance trends and identify risks.
• Support reporting for investors and internal stakeholders.
• Gather and analyze customer data to inform strategies.
• Collaborate with teams to enhance reporting workflows.

What You Need

• 2-3 years of relevant experience in finance or analytics.
• Strong financial modeling skills and understanding of financial statements.
• Experience with forecasting and financial analysis.
• Good data analytics skills, familiarity with tools like Python and PowerBI is a plus.
• Detail-oriented with a service-oriented mindset.

What You’ll Love

• Comprehensive health and dental benefits from day one.
• Generous paid time off and flexible holiday schedules.
• 401k matching to help you save for the future.
• Opportunities for professional development and continuing education.
• A collaborative and supportive team environment.

About the Firm

• Energize Capital focuses on investing in climate solutions.
• They have funded nearly 40 companies with over $970 million deployed.
• The team has deep expertise in energy transition and innovation.
• They value diversity and a collaborative mindset in their team.