Portfolio Associate – Reporting

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

📋 Description

• Take ownership of the precise and prompt entry of portfolio company information into the CRM.

• Gather, standardize, and reconcile regular reports from portfolio companies.

• Create and sustain internal portfolio reports and dashboards.

• Act as an operational liaison for portfolio companies.

• Ensure the CRM pipeline is clean, organized, and current.

• Assist the investment team throughout the transaction lifecycle.

• Continuously enhance the team's operational infrastructure.

⛳️ Requirements

• 2–4 years of experience in operations, analysis, investment support, or FP&A-related roles.

• Exceptional organizational abilities with meticulous attention to detail.

• Hands-on expertise with CRM and deal flow platforms.

• Strong proficiency in Excel/Google Sheets.

• Proven capability to develop, document, and maintain repeatable processes.

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

🏝️ Benefits

• Flexible work arrangements.

• Opportunities for professional development.

• Ability to work remotely.