Portfolio Manager

Role Overview: The Portfolio Manager is responsible for driving value creation across assigned portfolio companies post-acquisition. This role sits at the intersection of strategy, operations, and execution - owning problem structuring, solutioning, and delivery oversight. The individual is expected to operate as a mini-CEO for their portfolio, ensuring initiatives translate into measurable business impact.

Key Responsibilities

1. Portfolio Ownership

• Own 1–2 portfolio companies end-to-end, across strategic and operational initiatives
• Act as the primary point of contact between portfolio company management and internal stakeholders
• Diagnose business issues and identify value creation levers (revenue growth, cost optimization, working capital)

2. Value Creation Execution

• Develop and drive 100-day plans and longer-term transformation roadmaps
• Lead cross-functional initiatives (commercial, operations, supply chain, digital)
• Track and report KPI improvements with clear linkage to EBITDA impact

3. Stakeholder Management

• Engage senior management (CEO, CFO, functional heads) to align on priorities
• Manage upwards to internal leadership with structured updates and escalation where required
• Influence without authority in complex, legacy environments

4. Team Leadership

• Guide analysts and junior team members in problem structuring and execution
• Ensure high-quality outputs (analysis, decks, recommendations)
• Build repeatable playbooks across portfolios

Job Requirements

Experience

• 5–8 years of experience in consulting, private equity, corporate strategy, or operations
• Proven track record in delivering business impact (not just advisory)

Skillset

• Strong problem structuring and hypothesis-driven thinking
• Ability to translate strategy into execution plans
• Financial acumen (P&L understanding, value driver analysis)
• High stakeholder management capability Traits
• Ownership mindset; comfortable operating in ambiguity
• High accountability and bias for action
• Ability to operate both strategically and tactically

Traits

• Ownership mindset; comfortable operating in ambiguity
• High accountability and bias for action
• Ability to operate both strategically and tactically