Commercial Analyst, FundGuard
3+ days a week in office
AI-powered investment accounting
Be an early applicant
AI-powered investment accounting
101-200 employees
Be an early applicant
3+ days a week in office
101-200 employees
Company mission
To facilitate safe and efficient asset growth for all investors.
Role
Who you are
- Degree in accounting, finance or related field strongly preferred
- 3 years+ experience in analytical role
- Exceptional Excel and financial modeling skills
- Extensive experience budgeting and financial modeling
- Strong working knowledge of HubSpot and its outputs
- Good communication skills
- Self starter but can also work as a team
What the job involves
- FundGuard, the asset management industry’s first AI-powered, fully cloud-native investment accounting platform, is hiring a Commercial Analyst to support data‑driven sales and go‑to‑market decisions through robust internal and external analysis and financial modeling
- The role provides insight into sales targets versus budget, pipeline performance, and revenue forecasting, and is responsible for producing data sets - primarily from our HubSpot CRM - that underpin commercial oversight and reporting to stakeholders, including the Board
- Working closely with the Chief Commercial Officer’s team and partnering across Sales and Marketing, the ideal candidate will have expertise in HubSpot (or similar CRM), strong analytical capabilities, and advanced Excel skills, including the ability to model current‑state and forward‑looking scenarios
- Coordinate and report commercial financial analysis aligned with overall organizational reporting
- Build sales and CRM pipeline targets that align with FundGuard budgets and support required revenue generation
- Ensure new‑logo growth and existing‑client pipeline expansion is sufficient to meet or exceed budgeted targets
- Reconcile sales and CRM pipeline data with regional P&L reporting
- Produce market research and data analysis to monitor industry trends and performance
- Define and agree sales BI and performance reporting requirements
- Align commercial reporting with weekly and monthly group reporting cycles
- Use SF and PBI dashboards to deliver regular performance‑vs‑budget insights, highlighting variances and improvement opportunities
- Analyse HubSpot data to identify pipeline strengths, weaknesses, trends, risks, and opportunities
- Provide performance analytics to support individual and team management across Sales and CRM
- Respond quickly to new reporting needs and produce ad‑hoc management financial reports
- Maintain deep expertise in FundGuard’s HubSpot configuration, data structure, and reporting capabilities
- Partner with sales and commercial leaders to define and support HubSpot performance analysis requirements including pipeline velocity, composition and predicted pipeline health
- Produce HubSpot‑based performance MI for senior management, Board reporting, and weekly/monthly cadences – including relevant commentary
- Build dashboards aligned with group reporting to support effective sales management
Salary benchmarks
Our take
The global asset management sector faces many operational inefficiencies. Attempting to revolutionise this space with its AI-powered investment accounting platform is FundGuard. Hosting a multitude of capabilities, the platform streamlines accounting workflows, supporting asset managers with a new wave of solutions.
Said to be the industry's first fully cloud-native investment accounting platform, the product offers an all-encompassing suite of tools. One of the highlights is that the platform allows data that might usually be stored over multiple platforms to be kept in one cohesive store - providing a single source of truth across all systems
An impressive Series C funding instalment in 2024 will allow FundGard to continue product innovation and grow its customer base. Projections for the company look positive, and it certainly has the potential to disrupt investment management if it can continue to deliver what the industry needs.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 4 rounds)
Mar 2024
$100m
SERIES C
Apr 2022
$40m
SERIES B
Total funding: $156m
Company HQ
Dedham, MA
Leadership
Lior Yogev
(CEO)Previously worked for Goldman Sachs in the Investment Banking Division. Also worked through several roles for Multifonds including Head of North America.
Uri Katz
(VP R&D)Prior work includes CTO and Co-founder of IQurio, and Senior Data Engineer for Natural Intelligence.
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