Portfolio Optimization Professional
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Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
Location: New York NY (Onsite)
Salary: $100000 per year
Employment Type: Full-Time
Client is seeking a motivated proactive Portfolio Optimization Professional to support operational performance and value creation across its portfolio of middle-market U.S. businesses. This role requires extensive travel and significant on-site engagement with senior managers staff and operations across 18 portfolio companies.
The ideal candidate is a self-starter with strong operational strategy experience exceptional analytical skills and a passion for improving business performance across diverse industries.
Key Responsibilities Operational Strategy-
Partner with leadership teams across portfolio companies to evaluate and enhance operational processes.
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Drive efficiency optimize workflows and increase profitability across multiple business units.
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Lead strategic initiatives such as marketing assessments digital transformation go-to-market strategy operational due diligence and performance optimization.
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Manage projects end-to-end from scoping to execution to final recommendations.
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Identify revenue-growth opportunities cost-reduction levers and margin-enhancement strategies.
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Drive operational excellence and develop initiatives that deliver measurable results.
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Develop and implement KPIs dashboards and performance frameworks to monitor portfolio company progress.
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Lead supply-chain optimization workflow improvement organizational streamlining and waste-reduction projects.
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Provide hands-on guidance to on-site management teams.
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Collaborate with finance teams to evaluate financial statements forecasts and business plans.
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Build financial models to support investment decisions valuations and scenario analyses.
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Prepare high-quality presentations and reports that synthesize findings insights risks and recommendations for PCM leadership and Portfolio Company leaders.
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Support the development of junior team members and interns fostering a collaborative high-performance environment.
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MBA or advanced degree preferred.
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4 years of operational or strategy consulting experience or private equity portfolio operations experience.
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Demonstrated success in problem-solving optimizing business operations and improving performance.
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Ability to work independently and integrate seamlessly with management teams on-site.
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Strong analytical and quantitative capabilities.
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Excellent written and verbal communication skills.
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Proficiency in financial modeling and modern data analysis tools.
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Highly proactive results-driven and intellectually curious.
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Strong interpersonal skills and the ability to build relationships across all levels of an organization.
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Work in a dynamic strategy-focused environment with high impact across multiple industries.
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Collaborate with experienced investment and operational professionals.
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Competitive compensation and benefits package including:
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100% employer-paid Life Insurance and AD&D
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FSA HSA and commuter pretax benefit accounts
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Daily paid breakfast and lunch
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Company-sponsored ski and sailing trips
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Mentorship programs
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Regular team-building events and happy hours
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Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
