Activate Capital · 2 weeks ago
Portfolio Operations Analyst
San Francisco, CA
Full-time
Onsite
Entry Level
1+ years expActivate Capital is a growth-stage venture capital firm focused on next generation energy and infrastructure technologies. The Portfolio Operations Analyst will design, maintain, and scale the firm's portfolio data infrastructure, ensuring efficient reporting, analytics, and decision-making across cross-functional teams.
IndustrialInformation TechnologyTransportationVenture Capital
Hiring Manager
Anna Nitschke
Responsibilities
Own the end-to-end portfolio data lifecycle, from portfolio company financials & KPI collection through data ingestion, validation, normalization, and export for downstream workflows
Maintain and improve data quality, completeness, and consistency across portfolio- and fund-level datasets
Oversee and coordinate data flows across internal and third-party tools, including:
Portfolio monitoring and cash flow platforms
ESG and impact data collection tools
Deal sourcing and CRM databases
Due diligence and data room systems
Design, document, and implement best practices for portfolio data storage, version control, and governance
Build and maintain internal data tables, models, and views that serve multiple use cases (internal reporting, LP requests, ESG reporting, and marketing)
Aggregate and transform portfolio and fund data into clear, structured outputs (tables, charts, dashboards, reports, and presentations) for internal and external stakeholders
Support quarterly and annual reporting processes by ensuring accurate, timely portfolio and fund data availability
Respond to ad hoc investor and internal data requests, including portfolio company financials, KPIs, and ESG metrics
Support the collection, validation, and aggregation of impact metrics for the firm’s annual sustainability report, working with third-party data providers as needed
Assist with light analytical work related to portfolio and fund performance, as well as ad hoc analyses and presentations
Continuously evaluate existing workflows to identify opportunities to automate, standardize, or streamline data collection, validation, and reporting processes
Build and operationalize tools, templates, and integrations (e.g., spreadsheets, lightweight databases, system connectors) to reduce manual work and error risk
Partner with finance and investment teams to ensure systems and processes scale as the portfolio grows
Qualification
Required
Strong interest in data operations, analytics, and systems design
Advanced Excel skills are required; comfort working with structured datasets, formulas, models, and data transformations
Familiarity with data organization, quality control, and documentation best practices
Familiarity with AI (not just productivity tools, but AI enhanced/agentic operational tools from third parties)
Working understanding of financial statements and core accounting concepts (valuation knowledge a plus, not required)
High attention to detail with strong organizational and time management skills
Proactive, self-directed problem solver who enjoys building, testing, and improving processes
Comfortable working cross-functionally and communicating with both technical and non-technical stakeholders
Curious about venture capital and portfolio company operations, without seeking an investing role
1-3 years of experience in a data analyst, operations analyst, finance ops, business analytics, or similar role
Experience may come from a company, accounting/consulting firm, bank, or analyst program
Bachelor's degree required (Finance, Accounting, Economics, Data, Engineering, or similar quantitative field preferred)
Company
Activate Capital
Activate Capital is a growth-stage venture capital firm investing in the sustainable, resilient transformation of the global economy.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
David Lincoln
Co-founder & Managing Partner
Anup Jacob
Managing Partner
Recent News
2025-11-03
Private Capital Journal
2025-10-22
Company data provided by crunchbase