Portfolio Associate - Reporting [Remote]

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Portfolio Associate - Reporting based in United States.

This role offers an exciting opportunity to support the operational backbone of a growing investment platform by overseeing portfolio reporting, data management, and dealflow coordination. You will play a critical role in ensuring the accuracy, integrity, and accessibility of portfolio and transaction data that informs strategic decision-making. Working in a fast-paced and highly collaborative environment, you will interact with investment professionals, portfolio companies, and external stakeholders while helping maintain efficient investment operations. The position is ideal for a detail-oriented professional who thrives on building structure, optimizing processes, and managing multiple priorities. With significant ownership and autonomy, you will contribute directly to the scalability and effectiveness of the investment platform while supporting portfolio growth and transaction execution.

Accountabilities

• Own the collection, validation, reconciliation, and maintenance of portfolio company financial and operational data within CRM and reporting systems.
• Ensure timely and accurate portfolio reporting by gathering periodic updates, identifying data inconsistencies, and coordinating with relevant stakeholders to resolve discrepancies.
• Prepare and maintain internal reports, dashboards, and performance tracking tools that support investment teams and senior leadership.
• Serve as an operational point of contact for portfolio companies, facilitating surveys, resource access, and communication while identifying recurring support needs.
• Manage inbound investment opportunities by logging, categorizing, tracking, and routing dealflow through the appropriate review channels.
• Maintain CRM accuracy and pipeline hygiene, ensuring all opportunities and portfolio records remain up to date and properly documented.
• Support deal execution processes by coordinating documentation, tracking transaction milestones, monitoring closing requirements, and maintaining organized deal records.
• Collaborate with internal teams and external counterparties to collect, organize, and manage investment-related materials.
• Continuously improve reporting processes, operational workflows, CRM administration, and portfolio management systems to enhance efficiency and reduce operational risk.
• Identify opportunities for automation and process optimization across investment operations and reporting activities.

Requirements

• 2–4 years of experience in operations, investment support, financial planning and analysis (FP&A), analyst, reporting, or related roles, preferably within venture capital, private equity, investment management, or financial services environments.
• Strong organizational skills with exceptional attention to detail and a commitment to maintaining high standards of data accuracy and process integrity.
• Hands-on experience working with CRM platforms, dealflow management systems, reporting tools, and advanced Excel or Google Sheets functions.
• Proven ability to build, document, improve, and maintain structured operational processes and workflows.
• Strong analytical and problem-solving skills with the ability to identify discrepancies and implement effective solutions.
• Ability to manage multiple priorities simultaneously while maintaining accuracy and meeting deadlines.
• Self-motivated and capable of working independently in a remote, global, and fast-moving environment.
• Excellent communication and stakeholder management skills with the ability to collaborate across teams and external partners.
• Familiarity with venture capital, growth-stage investments, portfolio reporting, valuation methodologies, or investment operations is considered a strong advantage.
• Experience administering CRM systems, building reporting dashboards, or working with blockchain and digital asset ecosystems is a plus.

Benefits

• Competitive salary package aligned with experience and qualifications.
• Fully remote work environment with the flexibility to work from India.
• Opportunity to work alongside experienced investment and finance professionals.
• High level of ownership and exposure to investment operations, portfolio management, and transaction processes.
• Participation in a fast-growing, global, and innovative business environment.
• Professional development opportunities through hands-on experience with investment platforms and portfolio operations.
• Collaborative international team culture with exposure to a diverse range of industries and companies.
• Flexible working arrangements that support productivity and work-life balance.
• Opportunity to contribute to process improvement and operational innovation initiatives.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.