Portfolio Operations Support Specialist – CVC Investment Portfolio Management

About the role

We are seeking an Operations Support Specialist to assist with the post-investment management of our CVC investment portfolio. This role will support the ongoing administration of completed startup and fund investments by regularly requesting required materials, organizing received documents, and updating internal files, dashboards, and systems.

Responsibilities

• Requesting and Collecting Materials from Portfolio Companies and Funds

• Send email requests and follow up on a quarterly basis or as needed

• Collect and organize the following materials from startup portfolio companies:

  • Investment ownership confirmation or confirmation letter
  • Cap table
  • Financial statements or key financial information
  • Other materials required for internal reporting

• For fund investments, collect and organize the following materials from fund managers / GPs:

  • Quarterly reports
  • Capital account statements
  • Capital call notices
  • Distribution notices
  • Tax-related documents and other relevant materials

• Document Organization and File Management

  • Save received materials according to designated folder and file structures
  • Organize documents by portfolio company and fund
  • Identify missing materials and follow up as needed
  • Update existing files and manage document versions
  • Maintain supporting files required for finance, tax, audit, and reporting purposes by the Korea headquarters and U.S. entity

• Dashboard and System Updates

  • Update internal dashboards based on received materials
  • Enter basic investment-related information, such as investment amount, ownership percentage, latest financial information, and valuation-related reference data
  • Update internal management systems or spreadsheets
  • Track update history and missing items
  • Organize data so that the investment team can easily access required information

• Internal Communication Support

  • Aid in document requests and information sharing with the Korea headquarters and U.S. entity
  • Absorb and share document requests from portfolio companies or fund managers when needed
  • Support the collection and submission of materials in line with regular reporting schedules

• Operational Support

  • Organize and archive investment-related documents
  • Prepare basic data required for internal reporting materials
  • Aid in quarterly and annual reporting schedule management
  • Absorb and support simple operational tasks to improve the post-investment management process

Qualifications

• Strong written communication skills in Korean, particularly for emails and document-based communication

• Ability to read, comprehend, and classify basic English emails and documents

• Proficiency in Excel or Google Sheets

• Ability to organize documents and data carefully and accurately

• Ability to conduct timely and diligent follow-ups according to set schedules

• Responsible and detail-oriented approach to repetitive and detail-heavy tasks

• Ability to communicate calmly, clearly, and accurately with multiple stakeholders

Required Skills and Competencies

• Attention to Detail and Accuracy

  • Ability to accurately manage detailed information such as investment amounts, ownership percentages, dates, document names, and file versions
  • Ability to diligently follow-up on tasks and identify missing materials to ensure timely receipt

• Diligent Follow-Up Skills

  • Ability to regularly contact portfolio companies or fund managers, track responses, and identify missing materials to ensure timely receipt

• Strong Korean Communication Skills

  • Clear, polite, and professional Korean email writing skills to communicate effectively with the Korea headquarters and internal teams

• Basic English Comprehension

  • Basic understanding of English emails and documents to communicate smoothly with overseas portfolio companies, fund managers, and the U.S. entity

• Responsible Document Management

  • Ability to systematically store and manage documents according to internal guidelines for audit, tax, finance, and internal reporting purposes

Equal Employment Opportunity

SKHYA is an Equal Employment Opportunity Employer. We provide equal employment opportunities to all qualified applicants and employees and prohibit discrimination and harassment of any type without regard to race, sex, pregnancy, sexual orientation, religion, age, gender identity, national origin, color, protected veteran or disability status, genetic information, or any other status protected under federal, state, or local applicable laws.

Compensation

Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. Pay within the provided range varies by work location and may also depend on job-related skills and experience. Your Recruiter can share more about the specific salary range for the job location during the hiring process.