O
Portfolio Management Analyst
ГибридПолная занятостьInvestment ManagementVenture Capital
Provide operational and analytical support for a startup portfolio, maintaining records and reporting, assisting with due diligence, and coordinating portfolio processes. This is a full-time hybrid maternity-leave cover contract from January 1 to September 30, 2027, with a potential permanent role.
Обязанности
- Maintain portfolio company records, KPIs, and performance data in internal systems and CRM.
- Track company updates, financial reports, and milestones; flag items for team attention.
- Prepare quarterly updates, performance reports, and internal materials.
- Support data collection and analysis for due diligence, financial analysis, and market research.
- Coordinate board meetings, portfolio reviews, investor updates, and internal meetings, including scheduling, materials, and follow-ups.
- Manage document flows, records, reporting requests, and internal approvals.
- Coordinate with legal, finance, marketing, and other teams to advance investment and portfolio processes.
- Improve workflows, templates, and trackers, and support the Portfolio Manager with ad hoc priorities.
Требования
- Bachelor’s degree in business, economics, life sciences, or a related field.
- Strong Excel or Google Sheets skills and comfort with data and financial information.
- Strong English proficiency and excellent written communication skills.
- Highly organized, detail-oriented, and able to manage multiple priorities and work independently.
- Able to learn new tools and systems quickly and commit to the full contract period.
Будет плюсом
- Experience in an analyst, operations, finance, or business support role; venture capital, private equity, or startup ecosystem exposure is advantageous.
- Familiarity with MedTech or life sciences.