Portfolio Management Analyst (Mat Leave Cover)
Core
Provide hands-on operational and analytical support to a venture capital portfolio management team, focusing on MedTech startups.
Role type
Junior IC portfolio management analyst (operations & data) (via careerplan.io/jobs/D3-00A-37-37C-ED-003-portfolio-management-analyst-mat-leave-cover-at-ourcrowd)
Builds
Internal portfolio data, reporting, and operational workflows for a MedTech-focused VC fund
Domain
Venture Capital / Private Equity / MedTech
Deliverable
dashboards & analysis
Required skills
Data management, Financial analysis, Market research, Excel/Google Sheets, Project coordination, Cross-functional collaboration, Process improvement, Document management, Reporting, Ad-hoc project support
Preferred skills
Experience in analyst/operations/finance roles, Exposure to VC/PE/startup ecosystem, Familiarity with MedTech/life sciences
Technologies
Excel, Google Sheets, CRM systems
Responsibilities
Maintain and update portfolio company records, KPIs, and performance data; Track portfolio company updates, financial reports, and key milestones; Prepare quarterly updates, performance reports, and internal materials; Assist with data collection and analysis for due diligence processes; Support the team with financial analysis, data gathering, and market research; Coordinate logistics for board meetings, portfolio reviews, investor updates, and internal meetings; Manage document flow and records; Partner with legal, finance, marketing, and other cross-functional teams; Help maintain and improve internal workflows, templates, and trackers; Provide day-to-day support to the Portfolio Manager on ad-hoc projects and priorities.
