Date Posted: 2020-04-27

Job ID: EB-4057818775
Category: Private Equity
Location: Miami, FL

Our client is a leading South Florida based private equity firm and among the most active in the country with over $1 billion in AUM. We are working with their portfolio operations group that focuses is onboarding new acquisitions and helping to imbed the firm’s Path to 3x strategy into those companies. They also focus on reporting, compliance, and the development of a strong bench of third-party resources that can be brought to bear in specific ways for each portfolio company.

General Description

The Associate will play a key role in the core functions of the Portfolio Operations Group. Over the next few years, the group will be relentlessly focused on refining their existing processes and developing their value creation strategy to create a world-class portfolio operations vertical within the firm. The largest portion of that time will be spent:

• Onboarding New Companies – because founder and family owned businesses often come with limited management bandwidth, PSG is instrumental in managing the administrative requirements for integrating the company into the overall portfolio, getting the new portco onto their standard reporting package, and driving value creation opportunities that can deliver quick wins.
• Value creation – high-level engagement management of longer term or more complex portfolio company value creation initiatives, particularly those involving third-party resources
• General analysis and support – which includes modelling and presentations, among other tasks, to help the PSG grow and refine its strategy
• Compliance – conducting various compliance activities, such as tracking the receipt of the stand weekly, monthly, and quarterly reports, to ensure the long-term well-being of the firm

Key Competencies

The person in this role will be asked to take on a wide variety of tasks and will be interacting regularly with senior management of the firm and many of the portfolio companies. As such, it is necessary that the candidate possess:

• Intellectual curiosity and a desire to learn about a wide range of business topics
• Strong analytical ability and critical thinking skills
• Excellent written and verbal communication skills
• The organizational skills to focus on several major projects at once
• Strong knowledge of accounting and corporate finance
• Exposure to and understanding of business operations
• A high level of proficiency in MS Excel and PowerPoint
• Systems savvy and experience using data visualization tools such as Tableau

Functional Requirements

In addition to a bachelor’s degree from a top-tier university, the candidate should have functional experience in at least one of the following areas:

• Investment banking
• Management consulting
• Operating company management (sales, finance, or operations functions)
• FP&A within an operating business
• Data analytics

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