Portfolio Associate - Reporting

About the job

As an Associate on the Tether Capital team, you will own the data and reporting infrastructure that powers our investment platform. At the core of this role is responsibility for portfolio company reporting—ensuring that financial and operational data flows accurately and on schedule from our portfolio into our systems. You will be the steward of data integrity across our CRM and reporting tools.

You will also support the team in managing inbound dealflow and coordinating deal execution, ensuring the pipeline stays clean and transactions move efficiently through close.

This is a high-leverage, detail-intensive role for someone who brings structure and discipline to a fast-moving investment platform. It is ideal for someone who is highly organized, comfortable operating with autonomy and energized by building and maintaining the infrastructure behind a growing investment portfolio.

• 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.
• Portfolio Support
  • Serve as an operational touchpoint for portfolio companies, administering surveys and helping them tap into the firm's network, resources and internal expertise, while surfacing recurring founder needs to the team.
• Inbound Dealflow Management
  • Serve as the first operational point of contact for inbound dealflow, triaging and logging opportunities to the appropriate members of the Tether Capital team.
  • Maintain a clean, structured, and up-to-date pipeline in the CRM, ensuring every opportunity is properly categorized, tagged, and tracked through each stage.
• Deal Execution Support
  • Support the investment team across the transaction lifecycle—coordinating documentation, tracking signatures and closing checklists, ensuring work streams stay on schedule through close.
  • Liaise with internal teams and external counter parties to gather, organize, and maintain deal materials and closing documentation.
• Process and Systems Improvement
  • Continuously improve the team's operating infrastructure—dealflow tracking, CRM hygiene and portfolio company reporting cadences.
  • Identify and implement opportunities to automate or streamline manual processes, increasing the team's efficiency and reducing operational risk.

• 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 work streams simultaneously without dropping details.
• Autonomy:
  Ability to work independently, take initiative and operate effectively in a remote, global, fast‑moving environment.

• Familiarity with venture/growth‑stage investment workflows, portfolio reporting and valuation concepts.
• Working knowledge of stable coins or blockchain ecosystems.
• Experience administering or implementing CRM systems and reporting dashboards.