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.

Responsibilities

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.