As an Operations Associate at Portf.io, you will be the backbone of the client experience, managing end-to-end onboarding and ensuring data precision for institutional investors. You will troubleshoot technical issues, monitor account health, and collaborate with the engineering-heavy team to automate and streamline internal processes, driving operational excellence as the company scales.
This job is no longer actively hiring. Talk to Jack to find live roles.
Operations Associate at Portf
As an Operations Associate joining their growing London-based team, you will own the end-to-end client journey, from executing precise technical setups to streamlining the internal workflows that power the platform. This is a unique opportunity to join a fast-scaling startup at a critical inflection point, where your attention to detail and operational rigor will directly impact the efficiency and decision-making of the world's most sophisticated institutional investors.
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Location
London, United Kingdom
Compensation
Not Disclosed
Company
Portf
Role overview
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 will do
- Lead the end-to-end onboarding of new clients, managing system configurations and executing precise data entry to ensure flawless account setups.
- Act as a primary point of contact for client inquiries, resolving technical issues and gathering insights to influence product development.
- Analyze internal inefficiencies and collaborate with the team to design, document, and implement streamlined operational workflows and procedures.
Who this is a fit for
- Possesses exceptional organizational and time-management skills with a proven ability to manage multiple competing priorities in a startup environment.
- Demonstrates strong analytical capabilities and high proficiency in navigating diverse software platforms to resolve complex data challenges.
- Holds a Bachelor’s degree in Business or Finance and ideally has prior familiarity with private markets like PE, VC, or private credit.
Why this role is remarkable
- Work at a Techstars ‘23 company that is already managing $5B+ in assets for top-tier private equity and VC firms.
- Gain deep, hands-on exposure to the inner workings of institutional finance and the rapidly evolving private markets sector.
- Enjoy high autonomy and ownership in a small, fast-paced team of 13, where your work directly shapes the company’s operational foundations.
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.
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.
Meet Jack
What happens next?
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 your profile’s a match and Portf wants to meet, Jill will make the intro. In the meantime, Jack will send you excellent alternatives.