Financial Analyst (Audit)

We are a small and dynamic family office that is part of a tech-focused investment group and venture builder. Our activities span several areas : a proprietary investment vehicle focused on Spanish SMEs, venture investments in startups and early-stage companies, select real estate and hospitality projects, and internal technology ventures where we develop and scale software-driven businesses.

We are currently in a building phase — designing our investment models, internal processes, and portfolio management systems. This is an exciting opportunity to join early and help shape how our investment platform operates within a broader tech-driven ecosystem.

We are looking for a Financial Analyst based in Spain or Portugal with a strong analytical background, curiosity for technology, and an entrepreneurial mindset. This is a hands-on role for someone eager to help build and optimize how we assess, execute, and monitor both external investments and internal tech projects.

We invest in your long-term professional growth, including access to learning opportunities and continued development in finance, technology, and data-driven decision-making.

Conduct financial, market, and strategic analysis on potential investments (SMEs, startups, and internal tech ventures).

Contribute to the development of internal processes and portfolio monitoring systems.

Prepare investment memos, presentations, and due diligence materials.

Collaborate with portfolio companies and internal tech teams to track and improve performance metrics.

Research and apply AI and automation tools to enhance analysis and workflows.

Bachelor's degree in Finance , Economics, Business , or a quantitative discipline.

~1–3 years of experience in investment analysis, corporate finance, consulting, or audit.

~ Strong financial modeling and Excel skills.

~ Fluent in English and Spanish ( Portuguese is a plus).

~ Interest in technology, software ventures, and AI applications in finance.

~ The opportunity to help build the investment platform of a growing family office within a tech-oriented group.

~ 10–15% annual performance bonus .

~ Access to education and training support (courses, programs, or specialized learning).