Jack & Jill
Operations Associate at Portf
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This is a job that Jill, our AI Recruiter, is recruiting for on behalf of one of our customers.
She will pick the best candidates from Jack's network.
The next step is to speak to Jack.
Job Title
Operations Associate
Salary
Not Disclosed
Company Description
Portf.io is a Techstars '23 London-based fintech building the AI-driven operating system for private markets, currently tracking over $5B in client assets. They empower private equity, venture capital, and credit funds to replace manual spreadsheets and fragmented workflows with real-time portfolio monitoring, AI-driven insights, and seamless reporting.
Job Description
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.
Location
London, UK
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.
Reasons to use Rodeo
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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.
The ideal candidate
- 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.
Who are Jack & Jill?
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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
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.
We never post fake jobs
This isn't a trick. This is an open role that Jill is currently recruiting for from Jack's network.
Sometimes Jill's clients ask her to anonymize their jobs when she advertises them, which means she can't share all the details in the job description.
We appreciate this can make them look a bit suspect, but there isn't much we can do about it.
Give Jack a spin! You could land this role. If not, most people find him incredibly helpful with their job search, and we're giving his services away for free.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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