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Portfolio Management Analyst (Mat Leave Cover) at OurCrowd · Trevo
OurCrowd is seeking a highly organized, detail-oriented, and proactive Portfolio Management Analyst to join our Portfolio Management team on a temporary basis (6–8 months) as maternity leave cover. In this role, you'll provide hands-on operational and analytical support to the team. You'll keep portfolio data, reporting, and internal processes running smoothly across a diverse portfolio of innovative startups, with a focus on MedTech. This is an excellent opportunity to gain exposure to venture capital and portfolio management from the inside.
This is a hybrid role, requiring three days in the office, one day per week in our Jerusalem office and one day per week in our Tel Aviv office, and the third is flexible; therefore, the position is posted in both locations.
The contract would go from January 1, 2027 until September 30, 2027, with the potential to transition into a permanent role based on performance and business needs.
What you'll do
Maintain and update portfolio company records, KPIs, and performance data across internal systems and CRM.
Track portfolio company updates, financial reports, and key milestones, and flag items that need the team's attention.
Prepare quarterly updates, performance reports, and internal materials, ensuring accuracy, consistency, and clarity.
Assist with data collection and analysis for due diligence processes.
Support the team with financial analysis, data gathering, and market research as needed.
Coordinate logistics for board meetings, portfolio reviews, investor updates, and internal meetings, including scheduling, materials, and follow-ups.
Manage document flow and records, including shareholder documents, reporting requests, and internal approvals.
Partner with legal, finance, marketing, and other cross-functional teams to keep investment and portfolio processes moving smoothly.
Help maintain and improve internal workflows, templates, and trackers to increase team efficiency.
Provide day-to-day support to the Portfolio Manager on ad-hoc projects and priorities.
Requirements
Bachelor's degree in business, economics, life sciences, or a related field.
Strong Excel/Google Sheets skills and comfort working with data and financial information.
Highly organized, with exceptional attention to detail and the ability to manage multiple priorities in a fast-paced environment.
Strong English proficiency, with excellent written communication skills.
Tech-savvy, with the ability to quickly learn new tools and systems.
Able to ramp up quickly and work independently with minimal hand-holding.
Available to commit to the full 6–8 month period, with the start date noted above.
Nice to have
1–2+ years' experience in an analyst, operations, finance, or business support role is an advantage; exposure to venture capital, private equity, or the startup ecosystem is an
Familiarity with the MedTech or life sciences sector is an