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Fanning/Masis
Boston, MA, United States
Portfolio Operations Analyst opening; RIA with offices in Greater Boston and the South Shore I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms located in and around Boston with their candidate recruitment process. This scenario has enabled us to serve as a v
Job Source: Fanning/MasisBoston Partners
Boston, MA, United States
Position:Portfolio Operations Analyst Department: Investment Operations Report to:Head of Investment Operations Company Summary: Boston Partners is a global investment advisor with $100 billion in AUM and a longstanding reputation for superior client service.The organization is a premier provider of value equity investment products that are fir
Job Source: Boston PartnersConfidential
Boston, MA, United States
Vice President, Portfolio Operations About the Company Established private equity organization based in Boston Industry Venture Capital & Private Equity Type Private Equity Firm About the Role The Vice President, Portfolio Operations will be responsible for providing operational oversight to support and shape the investment thesis and organizatio
Job Source: ConfidentialConfidential
Boston, MA, United States
Vice President of Portfolio Operations About the Company Top-tier private equity firm Industry Venture Capital & Private Equity Type Privately Held About the Role The Company is seeking a Vice President of Portfolio Operations to join their dynamic team. This key role is focused on driving value creation, operational improvements, and enhancing t
Job Source: ConfidentialRCG
Boston, MA, United States
The Portfolio Associate role is a unique opportunity to make an impact, learn about the education and nonprofit world, and gain the skills and experiences to be a future leader in the sector. The objective of One8’s Education Portfolio is to transform classrooms and instruction to prepare students for success in a rapidly changing, high tech wo
Job Source: RCGDNA Diversity Executive Search
Norwood, MA, United States
About the Company We are a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, a
Job Source: DNA Diversity Executive SearchFanning Personnel
Boston, MA, United States
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Job Source: Fanning PersonnelFanning Personnel
Boston, MA, United States
Secondary Investment Monitoring and Operations: 50% Participation in weekly Secondary group meetings Maintenance of Secondary group KPIs (i.e., pipeline, deals reviewed, completed deals, deal flow, capacity, and pacing) Maintenance of Secondary track record for all firm programs Assist with cash flow modeling of secondary funds and portfolios Assi
Job Source: Fanning PersonnelBoston, MA, United States
About M33
Change the healthcare and software landscape and come join our fast-growing venture and growth-stage investment firm. Founded by veterans of renowned investment firms with considerable operational experience, our Boston-based firm seeks to invest in high-potential companies in the software, healthcare, and services sectors throughout North America. With over $750M under management, the M33 Growth team fuels a fast-growing venture and growth-stage strategy in which we partner with founders and CEOs who have successfully bootstrapped their companies to strong growth and are positioned to rapidly scale their companies and break through as market leaders. We tap into our deep experience as operators and investors to help our companies achieve their growth potential by building sales and marketing engines, supplementing teams with top talent, and executing complementary acquisitions.
The Role
We are currently recruiting a Boston-based Associate for our Portfolio Operations team. We are looking for a high-powered problem solver with an ambition to become a growth-stage executive. In this role, you will work hand-in-hand with our investment team, seasoned growth-stage operators, and portfolio company executives to identify, plan, and execute value-creation initiatives. You will gain valuable experience in a variety of areas, including go-to-market, talent, M&A, and finance, which will equip you for senior leadership roles within our portfolio operations team or a portfolio company on an accelerated basis.
This role is ideal for a self-starter who has built a strong problem-solving and change-management toolkit in banking, consulting, investing, or a growth-stage company. For those coming from a professional services role, this is a great first step toward the world of operating or entrepreneurship for those who love building businesses.
Key responsibilities Works with portfolio company executives and senior portfolio operations executives to execute value-creation initiatives. Over time, increasingly identifies value-creation opportunities independently
Drives focus and prioritization within portfolio companies
Over time, builds expertise in an M33 value creation pillar (e.g., go-to-market, talent, product)
Packages their work for easy deployment with new portfolio companies, helping our portfolio operations team scale their impact
Profile 2-5 years experience, including 2+ years in banking or consulting
Operating experience is valued, though not required
Solid understanding of SaaS business models and value creation levers
Impeccable work ethic and integrity
Overachiever by nature: Ambitious, history of achieving top-level performance through hard work and perseverance
Wins hearts and minds: Magnetic communicator who knowns their agenda and drives it forward
Lasting impact: Set up the right processes, tools, and touchpoints to ensure their work is adopted for the long term
Insatiable desire to learn and improve: Demonstrated self-motivation to improve, eagerly seeks feedback, coachable
Nose for value: Sees the vital few things worth prioritizing and opts to do these things very well vs. more things in less depth, 80/20 mindset
Contagious energy: Helps shift cultural expectations for working norms within portfolio companies
Intellectual horsepower: Employs a dynamic analytical toolkit to generate quality insights, deals with ambiguous situations and imperfect information well
EEO Statement
M33 is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on the basis of race, creed, religion, color, national origin, age, alienage or citizenship status, ancestry, nationality, national origin, marital or domestic partnership or civil union status, familial status, sex, pregnancy, gender identity, or any other characteristic protected by federal, state or local law. In addition, M33 will provide reasonable accommodations for qualified individuals with disabilities. We highly encourage diverse candidates to apply.
We are committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds, and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.
Interested?
If the description above sounds like you, we'd love to meet you.
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Email Alert for Portfolio Operations Associate jobs in Boston, MA, United States
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