Portfolio Associate – Reporting

Tether.to

Associate managing data and reporting infrastructure for Tether Capital's investment platform. Ensure data integrity and support deal execution processes in a remote role.

Posted 6/29/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in data management and reporting within the venture capital or private equity sectors, with strong proficiency in CRM systems and Excel/Google Sheets. Capable of building and maintaining efficient operational processes while effectively supporting investment teams.

Highest-signal resume keywords

CRM ProficiencyExcel/Google Sheets ExpertiseData ManagementOperational Process ImprovementInvestment Support Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryReportingData ReconciliationProcess DocumentationDashboard Maintenance

Soft Skills

Organizational SkillsAttention to DetailInitiativeIndependence

Tools & Technologies

CRM PlatformsDealflow Platforms

Industry Keywords

Venture CapitalPrivate EquityFP&AOperationsAnalyst

About the role

Key responsibilities & impact

Own the accurate and timely entry of portfolio company data into the CRM
Collect, standardize, and reconcile periodic reporting from portfolio companies
Produce and maintain internal portfolio reports and dashboards for the Tether Capital team and senior leadership
Serve as an operational touchpoint for portfolio companies
Serve as the first operational point of contact for inbound dealflow
Support the investment team across the transaction lifecycle
Continuously improve the team's operating infrastructure

Requirements

What you’ll need

2–4 years in an operations, analyst, investment support or FP&A type role, ideally within venture capital or private equity
Exceptional organizational skills and a near-obsessive attention to detail
Hands-on proficiency with CRM and dealflow platforms
Strong command of Excel/Google Sheets
Demonstrated ability to build, document and maintain repeatable processes
Ability to work independently, take initiative and operate effectively in a remote, global, fast-moving environment.

Benefits

Comp & perks

Flexible working arrangements
Professional development opportunities