What are the responsibilities and job description for the Private Equity Portfolio Associate position at Selby Jennings?
Selby Jennings is representing a Kansas City based Private Equity firm as they seek an Associate addition to their Portfolio team. This firm is generalist, covering a wide variety of industries including consumer, business services, industrials and sports among others. The Portfolio Associate will work closely with the internal Investment & Portfolio teams as well as external portfolio company leadership to maximize value creation.
Responsibilities:
- Lead the development and management of comprehensive financial planning processes for portfolio companies, including annual budgets, quarterly forecasts, and long-term strategic plans.
- Conduct in-depth financial analysis to assess portfolio company performance, including variance analysis, scenario planning, and sensitivity analysis.
- Prepare detailed financial reports and presentations for internal and external stakeholders, including investors, senior management, and the board of directors.
- Maintain and update financial models, databases, and dashboards to ensure accurate and timely information is available for decision-making.
- Monitor the financial performance of portfolio companies, identifying key trends, risks, and opportunities to enhance value creation.
- Assist in the financial due diligence process for add-on investments, including reviewing financial statements, conducting market research, and preparing investment memos.
Qualifications:
- Undergraduate bachelor's degree with excellent academic record. Significant coursework in business, finance, accounting, economics, and/or quantitative disciplines is preferred
- 2-4 years of experience in private equity, investment banking, management consulting, transaction advisory, or FP&A at a private equity backed company with revenues greater than $25M.
- Proficiency in financial modeling, Excel, PowerPoint, and financial reporting tools. Experience with data visualization tools (e.g., Tableau, Power BI) is a plus.
- Strong analytical and problem-solving skills with the ability to interpret complex financial data and provide actionable insights.
- Excellent written and verbal communication skills with the ability to create compelling financial presentations.
- CPA or CFA designation is a plus
