At a Glance
- Tasks: Manage data and reporting for our investment platform, ensuring accuracy and efficiency.
- Company: Join a dynamic investment team at Tether Capital, focused on innovation.
- Benefits: Enjoy competitive pay, remote work flexibility, and opportunities for professional growth.
- Other info: Fast-paced environment with opportunities to streamline processes and enhance efficiency.
- Why this job: Be the backbone of our investment operations and make a real impact.
- Qualifications: 2-4 years in operations or analyst roles; strong organisational skills required.
The predicted salary is between 40000 - 50000 £ per year.
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, 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 workstreams stay on schedule through close. Liaise with internal teams and external counterparties 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.
Requirements
- 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 workstreams simultaneously without dropping details.
- Autonomy: Ability to work independently, take initiative and operate effectively in a remote, global, fast‑moving environment.
It will be an asset if you have:
- Familiarity with venture/growth‑stage investment workflows, portfolio reporting and valuation concepts.
- Working knowledge of stablecoins or blockchain ecosystems.
- Experience administering or implementing CRM systems and reporting dashboards.
Portfolio Associate - Reporting employer: Tether
Tether Capital is an exceptional employer that fosters a dynamic and collaborative work culture, ideal for individuals seeking to make a meaningful impact in the investment sector. With a strong emphasis on employee growth, we provide ample opportunities for professional development and autonomy, allowing you to thrive in a fast-paced environment while maintaining a healthy work-life balance. Our commitment to data integrity and operational excellence ensures that you will play a crucial role in shaping the future of our investment platform, all within a supportive and innovative team atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Associate - Reporting
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Tether. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Associate - Reporting
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Tether.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Tether's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Tether
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Tether.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Tether will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Tether employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
