Portfolio Associate - Reporting

Role overview

This opportunity is for a partner organization that handles all applications and hiring steps. The employer is seeking a Portfolio Associate - Reporting in Germany.

You will support the operational foundation of a scaling investment platform by managing portfolio reporting, maintaining data quality, and coordinating deal flow. The role is centered on keeping portfolio and transaction information accurate, well-structured, and easy to access so that investment decisions can be made with confidence. It is suited to someone detail-focused who enjoys bringing order to complex information, improving workflows, and balancing several priorities in a collaborative, fast-moving environment. With a strong level of ownership, you will help strengthen the platform’s scalability and contribute to portfolio expansion and transaction execution.

Key responsibilities

• Take ownership of collecting, checking, reconciling, and updating financial and operational data for portfolio companies in CRM and reporting tools.
• Deliver accurate and timely portfolio reporting by gathering regular updates, spotting mismatches in data, and working with the right stakeholders to fix them.
• Build and maintain internal dashboards, reports, and performance-tracking tools used by investment teams and senior leadership.
• Act as an operational contact for portfolio companies by coordinating surveys, sharing resources, supporting communication, and identifying recurring needs.
• Handle incoming investment opportunities by recording, sorting, tracking, and directing them through the correct review path.
• Keep CRM records and pipeline data clean, current, and properly documented.
• Support deal execution by coordinating documents, tracking transaction milestones, monitoring closing items, and keeping deal files organized.
• Work with internal teams and external parties to gather, structure, and manage investment-related materials.
• Improve reporting methods, operational processes, CRM administration, and portfolio management systems to increase efficiency and reduce operational risk.
• Look for opportunities to automate tasks and streamline investment operations and reporting activities.

Requirements

• 2 to 4 years of experience in operations, investment support, FP&A, analyst, reporting, or a similar role, ideally in venture capital, private equity, investment management, or financial services.
• Excellent organization and strong attention to detail, with a consistent focus on accuracy and process discipline.
• Practical experience using CRM platforms, deal flow management tools, reporting systems, and advanced Excel or Google Sheets features.
• Ability to design, document, refine, and sustain structured operational processes and workflows.
• Strong analytical thinking and problem-solving ability, including spotting discrepancies and putting effective fixes in place.
• Capacity to handle several priorities at once while staying accurate and meeting deadlines.
• Self-driven and able to work independently in a remote, global, fast-paced setting.
• Strong communication and stakeholder management skills, with the ability to work well with internal teams and external partners.
• Experience with venture capital, growth-stage investing, portfolio reporting, valuation methods, or investment operations is a strong plus.
• Background in CRM administration, reporting dashboards, or blockchain/digital asset ecosystems is also advantageous.

Benefits

• Competitive pay package based on experience and qualifications.
• Completely remote role with flexibility to work from India.
• Exposure to seasoned professionals in investment and finance.
• High ownership and direct involvement in investment operations, portfolio management, and transaction workflows.
• Opportunity to contribute in a fast-growing, international, and innovation-driven environment.
• Hands-on professional growth through real exposure to investment platforms and portfolio operations.
• Collaborative global team culture with contact across a wide variety of industries and businesses.
• Flexible work setup that supports both productivity and work-life balance.
• Chance to help shape process improvements and operational innovation initiatives.

Additional information

This role is associated with an AI-assisted matching and review process that helps identify candidates based on the role’s core requirements. Applications are first screened through this system before being shared with the hiring company. Final decisions and interview or assessment steps are handled directly by the employer’s internal team.

By submitting an application, candidates acknowledge that personal data will be processed to evaluate candidacy and share relevant information with the hiring employer under applicable data protection laws, including GDPR. The applicant retains the right to request access, correction, deletion, or objection regarding their data.

The recruitment process may also use AI tools to support tasks such as resume review, response analysis, and identifying possible inconsistencies or verification signals in application materials. These tools assist the recruitment team, but final hiring decisions are made by humans.