Portfolio Associate – Reporting

This is a fully remote position, open to applicants in Luxembourg.

📋 Description

• Take ownership of the precise and prompt entry of portfolio company information into the CRM, including financial and operational KPIs, valuation metrics, ownership information, and reporting updates.

• Gather, standardize, and reconcile periodic reports from portfolio companies, identifying gaps, inconsistencies, or missing data for the investment and finance teams.

• Create and maintain internal portfolio reports and dashboards for the Tether Capital team and senior leadership, ensuring data accuracy across all platforms.

• Act as an operational liaison for portfolio companies, managing surveys and assisting them in leveraging the firm's network, resources, and internal expertise, while highlighting recurring founder needs to the team.

• Be the primary operational contact for inbound deal flow, sorting and logging opportunities to the appropriate members of the Tether Capital team.

• Keep a clean, organized, and current pipeline in the CRM, ensuring every opportunity is accurately categorized, tagged, and tracked through each stage.

• Assist the investment team throughout the transaction lifecycle—coordinating documentation, tracking signature and closing checklists, ensuring workstreams remain on schedule through to closure.

• Collaborate with internal teams and external stakeholders to collect, organize, and maintain deal materials and closing documentation.

• Continuously enhance the team's operational infrastructure—deal flow tracking, CRM maintenance, and portfolio company reporting schedules.

• Identify and implement opportunities to automate or streamline manual processes, boosting the team's efficiency and minimizing operational risks.

⛳️ Requirements

• 2–4 years of experience in an operations, analyst, investment support, or FP&A role, preferably within venture capital or private equity.

• Outstanding organizational abilities and an acute attention to detail; you take pride in data accuracy and process integrity.

• Proficient use of CRM and deal flow platforms, alongside strong skills in Excel/Google Sheets.

• Proven capability to establish, document, and maintain repeatable processes, while managing multiple workstreams simultaneously without overlooking details.

• Ability to work autonomously, demonstrate initiative, and function effectively in a remote, global, and fast-paced environment.

• Knowledge of venture/growth-stage investment workflows, portfolio reporting, and valuation principles.

• Familiarity with stablecoins or blockchain ecosystems.

• Experience in administering or implementing CRM systems and reporting dashboards.

🏝️ Benefits

• Competitive salary

• Flexible working hours

• Professional development budget

• Home office setup allowance

• Global team events