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Role overview

This opportunity is for a partner company that will handle applications and the rest of the selection process. The role is based in Ireland and focuses on supporting the operational engine behind a growing investment platform. The main emphasis is on portfolio reporting, data stewardship, and dealflow coordination.

You will help ensure that portfolio and transaction information is accurate, well-organized, and easy to access so investment decisions can be made on reliable data. The environment is collaborative and fast-paced, with regular interaction across investment teams, portfolio companies, and outside stakeholders. The position suits someone who is highly detail-focused, comfortable creating structure, and able to juggle several priorities while improving processes and supporting portfolio growth and transaction execution.

Key responsibilities

Take ownership of collecting, checking, reconciling, and updating portfolio company financial and operating data in CRM and reporting systems.
Deliver accurate and timely portfolio reporting by consolidating periodic updates, spotting inconsistencies, and working with the right stakeholders to fix issues.
Build and upkeep internal reports, dashboards, and tracking tools used by investment teams and senior leaders.
Act as an operational contact for portfolio companies by coordinating surveys, sharing resources, handling communications, and flagging repeat support themes.
Record incoming investment opportunities, organize them by category, monitor them, and route them through the correct review process.
Keep CRM records and pipeline data clean, complete, and current across both opportunities and portfolio companies.
Assist with deal execution by coordinating documents, tracking milestone progress, monitoring closing items, and maintaining well-structured transaction files.
Work with internal colleagues and external counterparties to gather, arrange, and manage investment-related materials.
Look for ways to improve reporting routines, operational workflows, CRM administration, and portfolio management systems to increase efficiency and lower operational risk.
Identify automation opportunities and other process improvements across investment operations and reporting work.

Requirements

2 to 4 years of experience in operations, investment support, FP&A, reporting, analysis, or similar roles, ideally within venture capital, private equity, investment management, or financial services.
Strong organization and a very high level of attention to detail, with a clear commitment to accurate data and reliable processes.
Practical experience using CRM tools, dealflow management platforms, reporting software, and advanced Excel or Google Sheets functions.
Ability to design, document, refine, and maintain clear operational workflows and processes.
Solid analytical and problem-solving ability, including spotting data issues and implementing practical fixes.
Comfort managing several priorities at once while staying accurate and meeting deadlines.
Self-driven approach with the ability to work independently in a remote, international, fast-moving setting.
Strong written and verbal communication skills, plus 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.
Experience managing CRM systems, building dashboards, or working in blockchain and digital asset ecosystems is also advantageous.

Benefits

Competitive compensation based on experience and qualifications.
Fully remote setup with flexibility to work from India.
Chance to work with experienced professionals in investment and finance.
Substantial ownership and exposure to investment operations, portfolio management, and transaction workflows.
Opportunity to be part of a rapidly growing global business with an innovative culture.
Hands-on professional development through direct exposure to investment platforms and portfolio operations.
Collaborative international team environment with exposure to a wide range of industries and companies.
Flexible working arrangements designed to support both productivity and work-life balance.
Opportunity to contribute to process improvement and operational innovation initiatives.

Additional information

This hiring process uses an automated matching approach to evaluate applications against the role’s core requirements. Candidates who best match are shortlisted and then passed to the hiring company, where interviews, assessments, and final decisions are handled internally.

Privacy and hiring process notice

By applying, you acknowledge that your personal data will be used to assess your candidacy and share relevant details with the hiring employer under applicable data protection laws, including GDPR. You may request access, correction, deletion, or objection at any time.

Artificial intelligence tools may also be used to support parts of the recruitment workflow, such as reviewing applications, analyzing resumes, assessing responses, or identifying possible inconsistencies in application materials. These tools assist the recruitment team but do not replace human judgment, and final hiring decisions are made by people.

Portfolio Associate - Reporting