Portfolio Associate - Reporting
New
IndiaFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2–4 years
- Required Skills
- Data AnalysisMicrosoft ExcelStakeholder managementCRMGoogle Sheets
Requirements
- 2–4 years of experience in operations, investment support, financial planning and analysis (FP&A), analyst, reporting, or related roles.
- Preferably experience within venture capital, private equity, investment management, or financial services environments.
- Strong organizational skills with exceptional attention to detail.
- Hands-on experience working with CRM platforms, dealflow management systems, and reporting tools.
- Advanced proficiency in Excel or Google Sheets functions.
- Proven ability to build, document, improve, and maintain structured operational processes and workflows.
- Strong analytical and problem-solving skills to identify discrepancies and implement solutions.
- Ability to manage multiple priorities simultaneously while meeting deadlines.
- Self-motivated and capable of working independently in a remote, global environment.
- Excellent communication and stakeholder management skills.
Responsibilities
- 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.
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