Portfolio Associate - Reporting
On-site · Rome, Lazio, Italy
Job Summary
Own the data and reporting infrastructure powering the investment platform, focusing on portfolio company reporting and data integrity across CRM and reporting tools. Collect, standardize, and reconcile periodic portfolio company reporting; produce and maintain internal portfolio reports and dashboards for the team and senior leadership. Serve as an operational touchpoint for portfolio companies, manage inbound dealflow, and support deal execution through documentation and closing checklists. Continuously improve dealflow tracking, CRM hygiene, and portfolio reporting cadences, with a focus on automation and process optimization. Remote, autonomous role requiring strong organizational skills and experience with CRM, dealflow platforms, and Excel/Google Sheets.
Required Qualifications
- 2–4 years in an operations, analyst, investment support or FP&A type role, ideally within venture capital or private equity
- Excellent English communication skills
- Organizational skills and attention to detail
- Hands-on proficiency with CRM and dealflow platforms as well as Excel/Google Sheets
- Ability to work independently in a remote, global, fast-moving environment
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