Portfolio Management Associate
UpHonest Capital
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UpHonest Capital is an early-stage venture capital firm located in Silicon Valley, dedicated to supporting exceptional entrepreneurs and fast-growing startups. We focus on investments ranging from the Angel stage to Series A, leveraging our resources and extensive network to drive value creation. With a portfolio of over 500 companies, including 30 Unicorns, we specialize in industries such as ConsumerTech, Enterprise, and Deeptech. Our notable investments include leading companies like Rippling, Instacart, and Hims & Hers, among others. We are committed to empowering innovative ventures that aim to transform industries and create significant global impact.
Key Responsibilities- Manage and coordinate post-investment activities across the portfolio from a portfolio management perspective.
- Build and maintain a structured portfolio management framework to track operating performance, key metrics, and milestone progress of portfolio companies.
- Collect, organize, and analyze operating and financial data from portfolio companies, maintaining portfolio-level tracking dashboards and reports.
- Maintain regular, structured communication with the investment team, collecting timely updates on portfolio performance, key developments, and potential risks.
- Support post-investment value creation initiatives, including operational support, resource coordination, and preparation for follow-on financing.
- Assist with post-investment compliance, internal controls, and corporate governance matters, helping portfolio companies improve operational discipline and reporting standards.
- Maintain portfolio databases and documentation, ensuring accuracy, timeliness, and data integrity.
- Bachelor’s degree or above in Finance, Accounting, Economics, Business Administration, or a related field.
- 1–3 years of experience in portfolio management, investment, consulting, financial analysis, or operational roles.
- Strong portfolio management and project management capabilities, with the ability to track multiple portfolio companies simultaneously.
- Advanced Excel skills with strong data processing, analysis, and visualization capabilities.
- Strong research and information-gathering skills, with the ability to synthesize company, industry, and market data efficiently.
- Solid understanding of financial statements and key operating metrics.
- Excellent communication and coordination skills, capable of working effectively with investment teams, founders, and external stakeholders.
- Highly organized, detail-oriented, and execution-focused, with the ability to manage multiple priorities in a fast-paced environment.
- Ability to work bilingually in English and Chinese.
This job is no longer accepting applications
See open jobs at UpHonest Capital.See open jobs similar to "Portfolio Management Associate" Jobs in VC.