UpHonest Capital · 1 day ago
Portfolio Management Associate
Palo Alto, CA
Full-time
Onsite
Entry Level
1+ years expUpHonest Capital is an early-stage venture capital firm dedicated to supporting exceptional entrepreneurs and fast-growing startups. The Portfolio Management Associate will manage post-investment activities, build structured frameworks for tracking performance, and support value creation initiatives across the portfolio.
Business DevelopmentFinanceFinancial ServicesVenture Capital
Responsibilities
Manage and coordinate post-investment activities across the portfolio from a portfolio management perspective
Build and maintain a structured portfolio management framework to track operating performance, key metrics, and milestone progress of portfolio companies
Collect, organize, and analyze operating and financial data from portfolio companies, maintaining portfolio-level tracking dashboards and reports
Maintain regular, structured communication with the investment team, collecting timely updates on portfolio performance, key developments, and potential risks
Support post-investment value creation initiatives, including operational support, resource coordination, and preparation for follow-on financing
Assist with post-investment compliance, internal controls, and corporate governance matters, helping portfolio companies improve operational discipline and reporting standards
Maintain portfolio databases and documentation, ensuring accuracy, timeliness, and data integrity
Qualification
Required
Bachelor's degree or above in Finance, Accounting, Economics, Business Administration, or a related field
1–3 years of experience in portfolio management, investment, consulting, financial analysis, or operational roles
Strong portfolio management and project management capabilities, with the ability to track multiple portfolio companies simultaneously
Advanced Excel skills with strong data processing, analysis, and visualization capabilities
Strong research and information-gathering skills, with the ability to synthesize company, industry, and market data efficiently
Solid understanding of financial statements and key operating metrics
Excellent communication and coordination skills, capable of working effectively with investment teams, founders, and external stakeholders
Highly organized, detail-oriented, and execution-focused, with the ability to manage multiple priorities in a fast-paced environment
Ability to work bilingually in English and Chinese
Company
UpHonest Capital
UpHonest Capital is an early-stage, industry-agnostic venture capital firm that partners with companies from pre-seed stage to Series A.
11-50 employees
H1B Sponsorship
UpHonest Capital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2020 (4)
Funding
Current Stage
Early StageTotal Funding
$0M2023-08-24Seed· $0M
Leadership Team
Ellen Ma
Venture Partner
Wei Guo
Founding Partner
Recent News
Sourcery
2025-11-28
alleywatch.com
2025-11-24
Company data provided by crunchbase