Portfolio Associate - Reporting

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Last checked: 10 hours agoStatus: Live

Job Summary

Associate on the Tether Capital team responsible for portfolio reporting, data management, and dealflow support. Own data integrity across CRM and reporting tools, standardize portfolio company data, and help manage inbound dealflow and deal execution in a remote, fast-moving investment environment.

Location: Rome

Workplace: Remote

Employment Type: Full time

Job Function: Product Management

Seniority: Mid level

Key Responsibilities

•Portfolio Reporting and Data Management: Own the accurate and timely entry of portfolio company data into the CRM, including financial and operational KPIs, valuation marks, ownership details and reporting updates.
•Portfolio Support: Serve as an operational touchpoint for portfolio companies, administering surveys and helping them tap into the firm's network, resources and internal expertise, while surfacing recurring founder needs to the team.
•Inbound Dealflow Management: Serve as the first operational point of contact for inbound dealflow, triaging and logging opportunities to the appropriate members of the Tether Capital team; Maintain a clean, structured, and up-to-date pipeline in the CRM.
•Deal Execution Support: Support the investment team across the transaction lifecycle—coordinating documentation, tracking signature and closing checklists, ensuring workstreams stay on schedule through close.
•Process and Systems Improvement: Continuously improve the team's operating infrastructure—dealflow tracking, CRM hygiene and portfolio company reporting cadences.

Key Requirements

•2–4 years in operations, analysis, investment support or FP&A roles, preferably in venture capital or private equity
•Exceptional organizational skills and near-obsessive attention to detail; ownership of data accuracy and process integrity
•Hands-on proficiency with CRM and dealflow platforms plus strong command of Excel/Google Sheets; ability to learn new tools quickly
•Ability to build, document and maintain repeatable processes and manage multiple workstreams without dropping details
•Ability to work autonomously in a remote, global, fast-moving environment

Experience:2-4 yearsVenture capitalPrivate equity

Skills:Data managementCommunicationProblem-solving

Languages:English

Tech Stack:CRMExcelGoogle Sheets

Company Brief

Tether.io

Builds tools and services to help companies hire, onboard, and manage remote or distributed teams across borders, focusing on payroll, compliance, and global employment workflows.

Industry: HR Tech

Website

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Tether.io

1 month ago

Portfolio Associate - Reporting

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Location: Rome

Workplace: Remote

Employment Type: Full time

Job Function: Product Management

Seniority: Mid level

Key Responsibilities

•Portfolio Reporting and Data Management: Own the accurate and timely entry of portfolio company data into the CRM, including financial and operational KPIs, valuation marks, ownership details and reporting updates.
•Portfolio Support: Serve as an operational touchpoint for portfolio companies, administering surveys and helping them tap into the firm's network, resources and internal expertise, while surfacing recurring founder needs to the team.
•Inbound Dealflow Management: Serve as the first operational point of contact for inbound dealflow, triaging and logging opportunities to the appropriate members of the Tether Capital team; Maintain a clean, structured, and up-to-date pipeline in the CRM.
•Deal Execution Support: Support the investment team across the transaction lifecycle—coordinating documentation, tracking signature and closing checklists, ensuring workstreams stay on schedule through close.
•Process and Systems Improvement: Continuously improve the team's operating infrastructure—dealflow tracking, CRM hygiene and portfolio company reporting cadences.

Key Requirements

•2–4 years in operations, analysis, investment support or FP&A roles, preferably in venture capital or private equity
•Exceptional organizational skills and near-obsessive attention to detail; ownership of data accuracy and process integrity
•Hands-on proficiency with CRM and dealflow platforms plus strong command of Excel/Google Sheets; ability to learn new tools quickly
•Ability to build, document and maintain repeatable processes and manage multiple workstreams without dropping details
•Ability to work autonomously in a remote, global, fast-moving environment

Experience:2-4 yearsVenture capitalPrivate equity

Skills:Data managementCommunicationProblem-solving

Languages:English

Tech Stack:CRMExcelGoogle Sheets

Company Brief

Tether.io

Builds tools and services to help companies hire, onboard, and manage remote or distributed teams across borders, focusing on payroll, compliance, and global employment workflows.

Industry: HR Tech

Website