Join a high-growth fintech transforming how private equity and venture capital firms manage portfolio data. You will bridge the gap between technical system configuration and client success, ensuring flawless onboarding and real-time data accuracy. This role is perfect for a detail-oriented professional eager to streamline operations in the institutional investment space.
Back to all jobs
Learn about Jack
Operations Associate at Portf
Are you ready to disrupt the status quo of private market data? In this London-based hybrid role, you will eliminate manual spreadsheet dependency by managing AI-driven workflows, overseeing technical client onboarding, and scaling internal operations. If you have a passion for finance, technology, and process optimization, this is your chance to build the future of institutional portfolio management.
About this role
Role overview
About the company
Portf
Software
PortF is building tools that help private equity and debt investors automate portfolio monitoring, valuations, and reporting.
We’re a small team with a big opportunity - to change how billions in capital are managed by replacing spreadsheets and PDFs with smarter, more connected workflows.
Funds managing billions already use PortF. If you want to help rethink how financial systems work - fast, hands-on, and with real ownership - we’d love to chat.
What you'll do
What you will do
- Manage end-to-end client onboarding by configuring technical system requirements and executing precise data entries.
- Act as the primary operational contact for institutional clients, troubleshooting technical issues and monitoring account health.
- Identify and resolve process inefficiencies by collaborating with the team to design and automate internal operational workflows.
Who you are
Who this is a fit for
- Demonstrates a proven ability to take ownership of complex projects and optimize daily operational processes in a fast-paced environment.
- Possesses exceptional communication and interpersonal skills to manage relationships with high-stakes stakeholders in the financial sector.
- Holds a degree in Finance or Business with a strong proficiency in adopting new software and a background in private markets.
Why this role
Why this role is remarkable
- Impact a platform already trusted to track over $5B in assets for sovereign wealth, PE, and VC funds.
- Fast-track your career in a hybrid startup environment that values operational autonomy and process innovation.
- Play a pivotal role in replacing manual spreadsheet workflows with cutting-edge AI-driven investment infrastructure.
Jack & Jill
How Jack & Jill work together
I get to know what you’re great at, then find roles you’d never find yourself.Ok, I'll go first. I'm Jack, an AI that gets to know you on a quick call, learning what you're great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support.
I recruit from Jack’s network and make the intro when I spot a great match.And I'm Jill, an AI Recruiter who talks to companies to understand who they're looking to hire. Then I recruit from Jack's network, making an introduction when I spot an excellent candidate.
Meet Jack
Jack gets to know what you're great at and what you want next, then searches 15 million jobs daily and helps you discover roles at companies like this.
How does this work?
Jack’s an AI agent for job searching and career coaching. He works for you.
Jill is the AI recruiter working for the company. She recruits from Jack’s network.
If it’s a match and the company wants to meet you, they’ll make the intro. In the meantime, if you’d like, Jack will send you excellent alternatives.