Portfolio Management/Value Creation Associate/Senior Associate
About The Firm
We've partnered with a leading U.S. private equity firm focused on leveraged buyouts and growth capital investments in middle-market companies. With a collaborative and flexible approach, they partner with management teams to build and grow great businesses, emphasizing long-term value creation through strategic, operational, and financial initiatives.
Role Overview
The firm is seeking a highly motivated Associate or Senior Associate to join its Portfolio Management & Value Creation team. This individual will play a critical role in supporting the firm's portfolio companies by driving strategic initiatives, operational improvements, and performance tracking aligned with the firm's investment thesis.
Key Responsibilities
- Collaborate with portfolio company management teams to identify and execute value creation initiatives across sales, marketing, product development, operations, and finance.
- Support the development and execution of strategic growth plans, including market expansion, pricing strategies, and operational efficiencies.
- Monitor and analyze portfolio company performance, KPIs, and financial metrics to ensure alignment with investment goals.
- Assist in the creation of value creation plans and post-investment roadmaps.
- Conduct industry and competitive research to inform strategic decisions.
- Partner with deal teams during diligence to assess operational capabilities and identify post-close value creation opportunities.
- Prepare materials for internal and external stakeholders, including investment committee updates and LP reporting.
Qualifications
- 2-5 years of experience in private equity, investment banking, or management consulting
- Strong analytical and financial modeling skills.
- Proven ability to manage multiple projects and stakeholders in a fast-paced environment.
- Excellent communication and interpersonal skills.
- Experience working directly with senior executives or management teams is a plus.
- Bachelor's degree required; MBA or other advanced degree preferred for Senior Associate level.
Ideal Candidate Profile
- Entrepreneurial mindset with a passion for operational excellence and strategic thinking.
- Comfortable working in a collaborative, team-oriented environment.
- Strong business acumen and ability to translate data into actionable insights.
- Willingness to travel to portfolio companies as needed.
FAQs
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