Senior Associate Portfolio Operations

Company Overview:

Legacy Ventures is a leading private equity firm specializing in investments across Business Services Consumer Healthcare Services Industrials & Manufacturing and real estate. With a proven track record of success Legacy Ventures partners with visionary entrepreneurs and management teams to drive growth and create longterm value for stakeholders.

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 handson execution role with each company as needed.
  
• Performance Analysis: Conduct indepth 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 decisionmaking and business planning initiatives.
  
• Project Management: Lead crossfunctional 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 datadriven decisionmaking.
  
• 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

• Bachelors 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 problemsolving skills with the ability to synthesize complex information and develop actionable recommendations.
  
• Experience working in a fastpaced 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.
  
• Selfdriven with the ability to work independently.
  
• Knowledge of business intelligence tools like PowerBI is preferred.
  
  

Benefits