Portfolio Associate - Reporting

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Own the portfolio data and reporting infrastructure for the investment platform. Maintain accuracy of portfolio data in the CRM, reconcile periodic portfolio reporting, and Produce internal reports and dashboards for leadership. Serve as operational touchpoint for portfolio companies, manage inbound dealflow, and support deal execution while continuously improving processes and systems.

Location: Boston

Workplace: Remote

Employment Type: Full time

Job Function: Product Management

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.
•Collect, standardize, and reconcile periodic reporting from portfolio companies, flagging gaps, inconsistencies or missing data to the investment and finance teams.
•Produce and maintain internal portfolio reports and dashboards for the Tether Capital team and senior leadership, ensuring data integrity across all systems.

Key Requirements

•Experience: 2–4 years in an operations, analyst, investment support or FP&A type role, ideally within venture capital or private equity
•Organization and Attention to Detail: Exceptional organizational skills and a near-obsessive attention to detail; you take ownership of data accuracy and process integrity
•Systems and Tools: Hands-on proficiency with CRM and dealflow platforms as well as strong command of Excel/Google Sheets. Comfort learning and administering new tools quickly
•Process Orientation: Demonstrated ability to build, document and maintain repeatable processes, and to manage multiple workstreams simultaneously without dropping details
•Autonomy: Ability to work independently, take initiative and operate effectively in a remote, global, fast-moving environment

Experience:2-4 yearsVenture capitalPrivate equityFinance

Education:Bachelor's

Skills:Attention to detailOrganizationCommunicationProblem-solvingCollaboration

Languages:English

Tech Stack:CRMExcelGoogle SheetsData dashboardsBIReporting

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: 7 hours agoStatus: Live

Job Summary

Location: Boston

Workplace: Remote

Employment Type: Full time

Job Function: Product Management

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.
•Collect, standardize, and reconcile periodic reporting from portfolio companies, flagging gaps, inconsistencies or missing data to the investment and finance teams.
•Produce and maintain internal portfolio reports and dashboards for the Tether Capital team and senior leadership, ensuring data integrity across all systems.

Key Requirements

•Experience: 2–4 years in an operations, analyst, investment support or FP&A type role, ideally within venture capital or private equity
•Organization and Attention to Detail: Exceptional organizational skills and a near-obsessive attention to detail; you take ownership of data accuracy and process integrity
•Systems and Tools: Hands-on proficiency with CRM and dealflow platforms as well as strong command of Excel/Google Sheets. Comfort learning and administering new tools quickly
•Process Orientation: Demonstrated ability to build, document and maintain repeatable processes, and to manage multiple workstreams simultaneously without dropping details
•Autonomy: Ability to work independently, take initiative and operate effectively in a remote, global, fast-moving environment

Experience:2-4 yearsVenture capitalPrivate equityFinance

Education:Bachelor's

Skills:Attention to detailOrganizationCommunicationProblem-solvingCollaboration

Languages:English

Tech Stack:CRMExcelGoogle SheetsData dashboardsBIReporting

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