Sr. Associate of Portfolio Operations

Job Description

Job Description

Opportunity

In close partnership with and under the mentorship of the Managing Director, the Senior Associate of Portfolio Operations will ensure that operational strategies are implemented to support the growth of assigned portfolio companies. This is a unique private equity opportunity where your direct contributions will be rewarded through professional development and participation in the investments of the fund including GP carried interest.

Key Responsibilities

• Review financial reports from portfolio companies to ensure they track against budget
• Monitor portfolio company working capital
• Implement tools to capture accurate, real-time data for decision making
• Support portfolio operations through detailed financial auditing and reporting, relationship building, and staying current with relevant industry sector trends
• Assist in the development of key strategic growth initiatives
• Identify and capture opportunities to prepare portfolio companies for the sale process
• Support the deal team on buy side due diligence, post-acquisition integration and the sale process

Requirements

• BA/BS in Business, Accounting
• Minimum of 3-4 years of audit experience at a large national public accounting firm required
• 2 years of transaction advisory or similar is a plus
• Exceptional analytical and communication skills; with the ability to engage across all levels
• Self-motivated and able to work in a fast-paced environment and handle multiple projects while meeting deadlines
• Ability to be on-site
• CPA license is a plus

What You Will Get

• Training and development from the senior members of the Portfolio Operations team
• Career advancement based on performance
• Long-term incentive through participation in the investments and the GP of the Fund
• Comprehensive benefits including Med, Den, Vis, Life, short/long-term disability, parental leave, PTO, and 401K