Description

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.
• Manage portfolio companies from a financial standpoint and operations.
• 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

• 4-7 years of experience in private equity, investment banking, or management consulting (preferably value creation)
• Strong analytical and financial modeling skills.
• Proven ability to manage multiple projects and stakeholders in a fast-paced environment.
• Portfolio management experience is a plus
• Excellent communication and interpersonal skills.
• Experience working directly with senior executives or management teams.
• Bachelor's degree required; MBA or other advanced degree preferred for Senior Associate level.