What are the responsibilities and job description for the Senior Associate, Portfolio Operations position at Legacy Ventures?
Job Summary:
As a Senior
Associate, Portfolio Operations at Legacy Ventures, you will play a key role in
optimizing the performance of our portfolio companies. You will work closely
with company management teams to implement operational improvements, drive
strategic initiatives, and enhance overall business performance. This role
offers a unique opportunity to work across a diverse portfolio of companies and
contribute to their growth and success. You’ll also work with the deal team on
execution of key initiatives for the firm.
Responsibilities:
- Operational Strategy & Execution:
Collaborate with the deal team and portfolio company management teams to
develop and implement operational strategies aligned with overall business
objectives.
- Interim Operational Roles: Fill fractional
operational needs at portfolio companies during key stages of growth, playing a
hands-on execution role with each company, as needed.
- Performance Analysis: Conduct in-depth analyses
of portfolio company performance, identifying areas for improvement and growth
opportunities.
- Process Optimization: Streamline business
processes and workflows to enhance efficiency and productivity across
functional areas.
- Financial Modeling: Assist with financial models
and forecasts to support strategic decision-making and business planning
initiatives.
- Project Management: Lead cross-functional teams
to execute strategic initiatives and operational projects, ensuring timely
delivery and successful implementation.
- Best Practices Sharing: Share best practices and
insights across portfolio companies to drive continuous improvement and
knowledge sharing.
- Business Intelligence: Create and monitor KPIs
using business intelligence platforms such as PowerBI to track performance
metrics and drive data-driven decision-making.
- Technology Enablement: Identify opportunities to
leverage technology to streamline processes, improve operational efficiency,
and gain competitive advantage. Evaluate and implement different technologies
to support business operations and drive innovation.
- Assist the deal team with sourcing, business
development, industry research, opportunity evaluation, diligence, investor relations,
reporting, and other operational functions, as needed.
Requirements
- Bachelor's degree in business, finance or a
related field; MBA or advanced degree is a plus.
- 5 years of experience in management consulting,
private equity, investment banking, or a related field.
- Strong analytical and problem-solving skills,
with the ability to synthesize complex information and develop actionable
recommendations.
- Experience working in a fast-paced, dynamic
environment with the ability to manage multiple projects simultaneously.
- Excellent communication and interpersonal
skills, with the ability to build relationships and influence stakeholders at
all levels.
- Proficiency in financial modeling, business
analysis, and project management.
- Exceptional accounting knowledge.
- Self-driven with the ability to work
independently.
- Knowledge of business intelligence tools like
PowerBI is preferred.
Benefits
We offer competitive healthcare, dental, and vision plans along with several voluntary benefit extras. Team members receive generous PTO in addition to all major holidays.
