Portfolio Management.

• You will own the end-to-end portfolio data management process to help our team better understand the health of our portfolio. You will lead the collection, input, tracking, and quality control of company financials & KPI data. You will implement and execute best practices for storing portfolio company & fund-level data, efficiently updating and reporting data across various workflows and functions of the Firm. In these efforts, you will support the team in deriving meaningful insights into our existing book – both at the company and fund level.
• You will act as a critical point of contact for our portfolio companies by working with our investment team to onboard each new portfolio company and assist companies with strategic and operational needs, creatively implementing technology tools to optimize these workflows.

Fund Operations.

• You will lead the quarterly valuation process, working alongside our investment and our operations team. To be effective, you will compile comprehensive portfolio views, collect essential data and prepare ad-hoc financial models, analyses and presentations on each portfolio company.
• You will manage investment cash flows – budgeting expected capital calls on a quarterly basis and monitoring cash flows relative to deal activity on a weekly basis
• You will oversee the various data aggregation tools, including the third-party platforms for portfolio monitoring & fund cash flows

Reporting Support.

• Miscellaneous support may vary. These responsibilities might include:
• Aggregating portfolio company and fund/firm data in tables, slides, and charts for quarterly webinars
• Assisting with quarterly/annual and ad hoc reporting to limited partners and prospective investors
• Participating in fundraising workstreams such as data room preparation and management, internal/external presentation/document drafting and review, and transactional and operational support

Clocktower Ventures, the venture investing arm within Clocktower Group, partners with phenomenal entrepreneurs who have the vision and drive to innovate across two domains: financial services and climate change. Across these verticals, our stage-agnostic approach offers investment exposure from the earliest stages of company formation all the way to late stage growth underwriting. The model empowers investors to source and evaluate actionable opportunities across a wide latitude of sectors and stages.