Portfolio Associate – Reporting

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

📋 Description

• Take ownership of the precise and timely input of portfolio company information into the CRM system.

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

• Create and sustain internal portfolio reports and dashboards.

• Act as an operational point of contact for portfolio companies.

• Be the initial operational contact for incoming dealflow.

• Assist the investment team throughout the transaction lifecycle.

• Continuously enhance the team's operational framework.

⛳️ 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 a meticulous attention to detail.

• Practical experience with CRM and dealflow platforms, along with a strong command of Excel/Google Sheets.

• Proven capacity to create, document, and maintain repeatable processes.

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

• Knowledge of venture/growth-stage investment workflows, portfolio reporting, and valuation concepts (considered an asset).

🏝️ Benefits

• Competitive salary

• Remote work options

• Opportunity to collaborate with a global team