Experienced Associate, Portfolio Services, 2026

Private Equity Consulting Advance your career at the intersection of private equity, strategy, and data-driven problem solving. At IGS, Associates work directly on high-stakes investment and growth strategy engagements across industries, taking on early responsibility, senior client exposure, and rapid professional development in a collaborative, high-performance environment. Associate, Portfolio Services & Commercial Excellence Team: Eligibility: Currently employed professionals with 1-2 years of relevant consulting experience (commercial excellence, portfolio services, pricing strategy, GTM (go-to-market), and/or growth strategy) Start Date: Rolling, based on candidate availability Practice Areas: Portfolio Services & Commercial Excellence Work Location: Chicago, IL (Hybrid with light travel, 1-2 times per month) We're hiring experienced Associates for this position: Professionals currently working, with relevant experience in consulting or advisory work. This is an experienced-hire position, separate from our campus recruiting program. Our full-time campus roles for the Class of 2027 open in August, so if you're still in school, please apply to that separate posting.

WHY IGS?

High-impact client work and responsibility from day one Direct exposure to private equity backed companies and growth strategy Exposure to a wide range of industries and business models Entrepreneurial, high-performance, and collaborative culture Direct mentorship and coaching from experienced consultants Direct opportunities to work with and present to client C-suite teams, helping drive meaningful business change Role Overview As an Associate on our Portfolio Services & Commercial Excellence team, you'll play a critical role on case teams: designing and building key analytical workstreams, running AI-enabled and quantitative models, validating outputs, and producing the data-driven foundation that client deliverables are built on. Associates work closely with Consultants to translate analysis into client-ready content. You'll contribute to GTM, pricing, and growth strategies across industries and portfolio company situations, bridging quantitative market research with strategic recommendations that improve clients' commercial performance. Associates own discrete workstreams end to end: research design, data analysis, synthesis of findings, and communicating insights to clients.

JOB RESPONSIBILITIES

Candidates should have exceptional research and analytical experience. Candidates should be interested in: Conducting market assessments, customer segmentation, and competitive analysis to inform client strategies Designing and implementing sales and marketing alignment plans, channel strategies, and customer engagement models Owning and designing analytical workstreams and translating findings into clear, client-ready slide content in collaboration with Consultants and Engagement Managers Collecting, procuring and organizing data inputs for AI-based models and quantitative analysis Run key analytics and AI models; validate outputs for accuracy and quality Maintaining structured data documentation and version control for all analytical assets Building charts, visualizations, and data exhibits to clearly communicate analytical findings Conducting quality validation on all analytical work before submission up the project chain Building foundational knowledge in CE domains through project exposure and self-directed learning Partnering directly with client C-suite teams, with opportunities to present findings and help drive meaningful business change Assuming a high level of responsibility on client teams as well as within the firm Working in a dynamic and hybrid environment Working and living in Chicago or New York City (the IGS Portfolio Services & Commercial Excellence team is a consulting “travel-lite” organization; we travel for client work as requested or necessary, typically one to two times per month) Qualifications

WHAT WE LOOK FOR

Interests & Mindset We seek candidates who are intellectually curious, driven, and excited about working in a collaborative environment, with interests in: Private equity, growth strategy, and commercialization topics Assessing investment and growth opportunities for private equity firms and corporate clients Gaining an in-depth understanding of a wide variety of industries Intellectual curiosity and a desire to build expertise in commercial strategy and analytics Detail-oriented with high standards for data accuracy and analytical rigor Conducting primary and secondary research to better understand markets Creating complex analyses to answer clients' key questions

QUALIFICATIONS:

Bachelor's degree required; a focus in economics, business, finance, or a quantitative field is a plus 1-4 years of experience in revenue operations, growth strategy, sales strategy, or customer success preferred Prior consulting experience or portfolio operations experience is a plus Ability to work in a fast-paced, project-based environment with multiple concurrent deadlines Strong academic record (GPA 3.5+ preferred) Strong proficiency in Excel; familiarity with Python, SQL, or BI tools a plus Proficiency in Microsoft Office, Word, and PowerPoint Exceptional research and analytical experience Quick learner, self-starter, and hands‑on contributor Demonstrated ability to synthesize quantitative and qualitative data into actionable insights Very strong data analytics skills and capabilities (familiarity with statistical modeling, programming, etc.) Strong ability to navigate financial statements, including the ability to build pro-forma P&Ls Comfort with ambiguity and tight timelines Exceptional written and verbal communication skills; ability to synthesize insights into clear, actionable recommendations What Defines a Successful Candidate Intellectual curiosity and hypothesis-driven thinking to identify the best research and data to answer clients' questions Proven ability to manage multiple workstreams and deliver high-quality output in a fast-paced, collaborative setting Ability to work directly with senior management and private equity clients Specific experience in consulting, private equity, or market assessment is preferred Benefits & Additional Information Competitive base salary and performance-based bonus Comprehensive health, dental, and vision insurance 401(k) retirement plan with employer contribution Unlimited time off and company holidays Professional development opportunities and mentorship Collaborative, collegial work environment Compensation Pay range expected for the position: $100,000 – $108,000 USD annually (the position level and compensation for this role may vary and will be determined based on the candidate’s experience, skills, and qualifications) Pay is issued on a semi-monthly basis IGS also offers an annual discretionary bonus tied to individual and company performance, along with a comprehensive benefits package and a potential starting bonus Additional Information IGS sponsors employees for H-1B visas, including H-1B transfers for candidates currently on sponsorship elsewhere. IGS has four U.S. offices located in Boston, MA; New York, NY; Chicago, IL; and San Francisco, CA. This role will be based in the Chicago office, with opportunities to explore other locations as you gain experience at the firm. IGS is an EEO employer. About Investor Group Services (IGS) IGS is a trusted advisor to investors and business leaders across the deal lifecycle. As a boutique advisory firm working with private equity firms, strategic acquirers, and their portfolio companies, we bring data-driven insights and analysis that help clients assess investment opportunities and drive growth in middle market companies, across most major industries. Sharper Diligence. Actionable Growth. True Partnership. IGS supports clients through M&A Due Diligence, Growth Strategy, Revenue Optimization, Sell-Side Industry Study, Go-to-Market Transformation, and Pricing Strategy & Execution. M&A Due Diligence: Buy-side commercial diligence on mission-critical investment issues (addressable market, growth, competition, voice of customer) for private equity and corporate acquisitions. Growth Strategy: Accelerating organic and inorganic growth through improved competitiveness, adjacent market penetration, and new capabilities. Revenue Optimization: Understanding customer behavior to identify the highest-impact areas for growth acceleration. Sell-Side Industry Study: Mission-critical data, analysis, and insights that help position companies for a successful exit, supporting owners, management teams, and their advisors. Go-to-Market Transformation: Driving faster conversion times, higher win rates, and more efficient sales efforts. Pricing Strategy & Execution: Capturing the differential value of a client's offering to maximize EBITDA, margin, and customer lifetime value. #J-18808-Ljbffr Investor Group Services