Portfolio Management Specialist

9 hours ago

Tel AvivYafo, Israel beBeePortfolio Full time
Job Description:

The OurCrowd team is looking to hire a professional to play a central role in portfolio management, with daily coordination between Finance and Investor Relations to support the growth of the Funds business.

This role places a strong emphasis on analyzing and reporting on fund performance and market trends. The ideal candidate is a highly organized, detail-oriented professional with strong analytical and communication skills who enjoys building and maintaining efficient processes.

  • Facilitate quarterly calls with external fund managers to gather updates on fund activity and portfolio company performance
  • Create clear and concise materials to support investor relations efforts following those quarterly calls
  • Analyze and report on fund performance and market trends
  • Maintain and optimize internal tools (Salesforce, Excel) to ensure fund data is organized, accessible, and up-to-date
  • Serve as the primary point of contact for internal inquiries related to funds and their underlying portfolio companies
  • Proactively identify opportunities to streamline processes and improve efficiency in portfolio management efforts
Required Skills and Qualifications:
  • 1–3 years of experience in a fund, financial institution, or startup in an analytical or operational role (required)
  • B.A. in Business, Finance, Marketing, or related field
  • Native or native-level English fluency required, both written and spoken
  • Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint)
  • Experience with Salesforce, or other CRMs is a plus
  • Self-motivated, proactive, and a strong team player
  • Sharp analytical mindset, strong attention to detail and comfortable juggling multiple priorities
Benefits:

This role offers the opportunity to network in the industry and work with global fund managers. An enthusiastic professional looking to enter the fast-paced world of Venture Capital and Alternative Assets.

Others:

This position involves facilitation of quarterly calls, creation of clear and concise materials, analysis and reporting of fund performance and market trends, maintenance and optimization of internal tools, serving as the primary point of contact, and proactively identifying opportunities to streamline processes.

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