Finance & Portfolio Associate

Portfolio monitoring, reporting, and early warning

• Own the regular reporting process across the portfolio, including data collection, validation, variance analysis, commentary, and quality control.
• Take responsibility for the accuracy and consistency of portfolio and investment-performance reporting, reviewing work prepared by colleagues and external providers where relevant.
• Build a trusted source of truth for financial and operating performance, investment history, ownership, financing milestones, and material risks.
• Track key financial and operating indicators and performance against plan.
• Design and run a transparent portfolio-health framework to identify companies that are performing well, require attention, or need additional support.
• Identify material risks early and ensure companies requiring attention have a clear action plan, owner, and review process.
• Produce concise portfolio and performance reporting for senior stakeholders and relevant internal teams.
• Respond to ad hoc financial and portfolio-information requests with clear, reconciled, decision-ready analysis.

Founder-facing strategic finance

• Work directly with founders and finance leads on forecasting, cash planning, KPI design, board reporting, and financial decision-making.
• Help founders understand the implications of changing performance, spending plans, hiring decisions, and financing needs.
• Lead the financial workstream when a portfolio company requires additional support.
• Build scenarios and coordinate responses with relevant internal teams, mentors, and external advisers.
• Deliver difficult financial messages clearly while maintaining a constructive founder relationship.

Fundraising and financing readiness

• Support portfolio companies and advisory clients through fundraising preparation.
• Build and review financial models, runway scenarios, cap tables, data rooms, and investor materials.
• Pressure-test fundraising plans, use of funds, milestone plans, dilution, contingency planning, and potential investor outcomes.
• Support financial due diligence and help founders respond to investor questions.
• Work with relevant internal teams to keep priority fundraising processes moving from preparation through closing.

Investment, valuation, and follow-on analysis

• Prepare finance sections of new-investment and follow-on investment materials.
• Lead periodic portfolio valuation processes, coordinating supporting data, valuation methodologies, assumptions, review materials, and responses to questions.
• Analyse historical performance, forecasts, funding requirements, valuation, ownership, dilution, and return scenarios.
• Review company models and identify unsupported assumptions, inconsistencies, missing information, and false precision.
• Support portfolio valuations using recognised private-capital valuation principles and clear documentation of assumptions.
• Maintain analysis of investments, ownership, and capital deployment.
• Support investment decisions relating to additional funding, portfolio support, and potential exits.

Investor and investment reporting

• Support the production of investor and management reporting, including portfolio-performance summaries, valuation materials, presentations, and ad hoc requests.
• Ensure investor-facing figures and narratives reconcile to the underlying portfolio and investment records.
• Monitor investment activity, expected funding requirements, proceeds, fees, and other material cash movements.
• Support liquidity planning so expected investment, operating, and investor obligations are visible and appropriately escalated.
• Coordinate with external providers where relevant to resolve reporting, reconciliation, valuation, and operational questions.
• Review periodic financial reporting and supporting schedules for completeness and consistency, escalating material accounting or reporting matters as appropriate.

Finance systems, controls, and automation

• Build efficient reporting processes that reduce manual intervention and improve data quality.
• Define reporting calendars, metric definitions, data controls, approval workflows, ownership, and escalation processes.
• Improve portfolio dashboards, financial templates, management information, and reporting workflows.
• Lead strategic finance and process-improvement initiatives that strengthen controls, reduce cycle times, and improve scalability.
• Use automation and AI to reduce manual data collection, identify anomalies, and accelerate reporting.
• Ensure every financial conclusion remains traceable, reviewable, and supported by reliable source data.
• Monitor relevant developments in valuation, investor reporting, governance, and financial operations, translating them into practical reporting and control improvements.

Experience

You will likely have 5–7 years of experience across one or more of the following:

• Venture capital, private equity, or investment-related finance.
• Investment banking, corporate finance, or transaction services.
• Strategic finance, FP&A, or financial planning within a high-growth company.
• Financial advisory or fundraising support.
• Portfolio finance, investment reporting, or financial analysis.

You should also bring

• Strong financial modelling skills across cash flow, operating scenarios, financial statements, ownership, valuation, and investment returns.
• Experience building reporting, monitoring, FP&A, valuation, or financial decision-making processes.
• The ability to work with incomplete or evolving company data while maintaining sound judgement and avoiding false precision.
• Strong understanding of financial statements, business performance, unit economics, cash management, company KPIs, ownership structures, and investment performance.
• Confidence working directly with founders, senior decision-makers, internal teams, and external finance providers.
• Excellent written communication and the ability to turn complex analysis into clear recommendations, executive reporting, and professional materials.
• Advanced Excel or Google Sheets skills.
• Comfort using business-intelligence, data, automation, and AI tools to improve financial workflows.
• High ownership, sound judgement, and a willingness to work hands-on.

Helpful, but not required

• Experience working with early-stage or high-growth companies.
• Exposure to technology or other high-growth sectors.
• Professional finance, accounting, or investment qualifications.
• Experience supporting fundraising, financing, restructuring, or additional investment processes.
• Knowledge of recognised private-capital valuation principles.
• Experience with investment reporting, portfolio structures, or related financial operations.
• Experience preparing board, investor, or senior-management materials.

The person we are looking for

You are a builder, not simply an adviser.

You are comfortable opening a blank spreadsheet, defining the process, cleaning the data, building the model, and presenting the conclusion.

You are rigorous enough to identify problems early, but constructive enough to build strong relationships with the people you work with.

You understand that financial analysis and reporting are most valuable when they lead to better business, investment, or financing decisions.

You are comfortable operating in an entrepreneurial environment where systems and processes are still evolving—and you want to be the person who helps build and improve them.

What this role is not

This is not:

• A bookkeeping or statutory-accounting role.
• A sourcing or lead-generation position.
• A purely theoretical investment-analysis role.
• A consulting position where recommendations are simply handed to someone else to execute.
• A role focused solely on maintaining existing models and processes.

You will have the opportunity to build a strategically important finance and portfolio function from the ground up.

Your work will directly influence how we support founders, evaluate investments, allocate follow-on capital, manage portfolio risk, and scale our venture platform.

You will have meaningful exposure to founders, investment decisions, fundraising processes, senior leadership, and the development of a growing European portfolio

• Full-time permanent contract (CDI)
• Hybrid work model (partial remote / work from home).
• Office based in center of Paris
• Compensation depending on profile
• Performance-based variable compensation

Please apply below with your CV and a short note explaining:

1. A finance, reporting, or portfolio process you personally built from the ground up.
2. A time your analysis identified a material company risk or changed an important decision.
3. Why you are interested in working directly with early-stage founders and portfolio companies.

Inovexus welcomes applicants from different backgrounds and experiences. We evaluate candidates based on their ability, judgement, ownership, and potential to succeed in the role.