Investment Professionals

Portfolio Operations Professional

Latest Investment Professionals roles

Associate, Portfolio Performance Management

Our client is a premiere, well-known global technology holding company.

Our client is seeking an Associate to join the Portfolio Performance Management team based in San Carlos, CA. The candidate will primarily be focused on tracking the financial and operational performance of portfolio companies across 2 – 3 sectors. In order to track and analyze company performance, the candidate will do the following:

- Read investment case memos and meet with deal teams to understand the investment thesis, key performance indicators, and performance expectations for an investment.

- Stay current on the investment (read board of director reports, news articles, conference presentations, research reports, etc.) to better understand and calibrate investment performance against industry trends.

- Prepare and present slide decks to executive management (COO, CEO, Head of Portfolio Management) in order to communicate any risks and opportunities within the portfolio.

- Conduct ad hoc research projects on behalf of Operating Partners and other executives.

In addition to analyzing portfolio company performance, the Associate will assist in building a world-class enterprise-wide data management and reporting platform to collect, track, and analyze portfolio company performance, among other things. Specifically, the Associate will help with the design of the UI/UX, provide insights into how to automate data collection, and provide additional support to the project team as needed.

QUALIFICATIONS:
Our client seeking candidates from IB/Corporate FP&A or BI/PE/Big 4/Consulting who are skilled in financial and operational analysis across sectors, who appreciate and recognize the value of technology and data analytics, can articulate findings and recommendations concisely, and, most important…
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Senior Operations Associate
Our client is an investment advisor that builds and manages multi-asset class global investment portfolios for families, endowments, and foundations.
POSITION
Our client is seeking a Sr. Operations Specialist to build out and implement systems and processes dedicated to centralized investment operations. The ideal candidate has experience with private funds, separately managed accounts, AML / KYC requirements, and cash movements.
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Associate / VP, Research

Our client, a premiere, well-known global technology holding company, is looking to hire talented individuals for its Strategic Research Group (SRG) as part of its overall Portfolio Performance Management (PPM) team. Overall, PPM is tasked with assessing, tracking monitoring and providing critical insight across the entirety of our client’s investment portfolio (including their Venture Capital Fund) in order to support value creative and operational initiatives.

The Strategic Research Group serves as the intelligence gathering and assessment division for PPM providing market insight, competitive assessments, valuation analysis, and strategic review of our client’s existing portfolio companies and potential future investments. In addition, SRG will be relied upon to provide strategic operational insight and recommendations in order to support value creative initiatives in order to enhance returns across portfolio companies.

As an Associate / Vice President in the Strategic Research Group, you will be responsible for: deep dive company and market assessments across domestic and international markets largely in TMT (but also tangential industries such as fintech and life sciences), periodic reviews of operational and financial strategies of portfolio companies, the creation of proprietary data sets to enable differentiated industry and company insight leveraging both internal and external tools, the development and maintainable of corporate and industry resources, and providing both internal and external constituents periodic industry and company updates.

Ideal candidates include the following:
- 2-5+ years of experience in either IB, consulting, PE / VC, research (sell side / buy side) or business strategy roles. Demonstrated interest / competency across Technology, Media and Telecom and / or Life Sciences industries a plus.

- The ability to be a self-starter in an unstructured work e…

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Manager

Our client is a unique private equity investment firm focused on the North American lower middle market.

Our client is seeking a Manager for their Portfolio Operations Team.

Our clients' Portfolio Operations team works to improve the results of their portfolio companies through referencing years of consulting and operating experience from startups to Fortune 100s. The team is focused on delivering long term growth through designing and implementing leading practice philosophies and proven techniques, while incorporating the entrepreneurial spirit that all of our portfolio companies have in common.

As a Performance Improvement Manager, you will work with our client and Portfolio Company team members, from CEO to staff, identify, design, implement, and maintain value creation opportunities. Some of the areas of opportunity you will most likely see include: strategic planning, M&A support, process improvement, organization design, technology implementation, KPI and goal integration, and more.

Your analytical, interpersonal, out-of-the-box thinking, and problem-solving skills will be exercised starting from day one.

RESPONSIBILITIES

Analyze portfolio companies to identify and quantify value creation opportunities

* Help the board of directors and executives at our portfolio companies to set a company mission, vision and strategic value creation roadmap

* Develop and implement solutions to bridge the gap betwe…

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Associate
Our client is a unique private equity investment firm focused on the North American lower middle market.
Job Details
Our client is seeking an Associate for their Portfolio Operations team. The Portfolio Operations team works to improve the long-term financial and operational performance of our clients portfolio companies. The team helps portfolio company leadership solve key growth and operational challenges thro…
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Biz Ops Professional
Our client is the world's leading product design platform. They are looking for a biz ops professional to help our client make great decisions, manage and execute on key business initiatives across the company, complement and support their go-to-market teams with the systems and analytical insights to power the future of digital product design.
Summary
Our client is the world's leading product design platform. They are looking for a biz ops professional to help our client make great decisions, manage and execute on key business initiatives across the company, complement and support their go-to-market teams with the systems and analytical insig…
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Firm Coverage

Private Equity
Venture/Growth

 

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Managing Director
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Placed with a leading mobile data platform
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Placed with a privately owned, global investment firm
Director
Placed at a leading technology hardware firm
Portfolio Manager
Placed at a leading investment management firm
Senior Analyst
Placed with a leading Institutional Alternative Investment Asset Manager
Managing Director
Placed with an early-stage investor that focuses on Enterprise IT and Fintech