Portfolio Finance Associate


About the Role

This role will primarily focus on Ramp’s portfolio and risk management efforts, working closely with the Risk, Product, and Data/Engineering teams. The mandate for this role will be to provide data, analytical, and financial modeling support for internal finance initiatives, as well as play a key role in guiding our risk and product functions. We are looking for candidates who have an exceptionally strong sense for statistical methods, intuition around large data sets, and a keen commercial sense for characteristics of a good business.

What You’ll Do

  • Partner with Finance / Capital Markets and Risk teams to better understand and measure the ROI and risk-adjusted returns of underlying strategies, and support cross-functional workflows including macro tracking and portfolio management
  • Manage our internal product across banking rails and product / commercial modeling
  • Use data to influence and inform key strategic and operating decisions
  • Contribute to our robust Capital Markets framework, including interfacing with investors and lenders and driving forward reporting requirements
  • Identify and develop KPIs; build dashboards to monitor success and communicate insights to relevant stakeholders
  • Build out financial operations and payment operations infrastructure

What You’ll Need

  • Minimum 3 years of experience in Investment Banking, Management Consulting, or Corporate Finance at top-tier technology company
  • Expertise with Looker, SQL, and/or Python
  • Extreme attention to detail with a high regard for precision
  • Exceptional verbal and written communication skills
  • Track record of developing and maintaining relationships with both internal and external partners
  • Excellent financial modeling and quantitative / data analysis skills
  • Ability to dissect complex problems, identify solutions, and drive these solutions to completion with a high degree of autonomy


  • The annual salary/OTE range for the target level for this role is $106,250-$125,000 + target equity + benefits (including medical, dental, vision, and 401(k)

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