Director of Performance, Portfolio Operations

Filioncapital; Dallas (TX); On-site; USD 200,000 - 275,000; Full time

Benefits offered by this job

Comprehensive benefits package

Performance-based bonuses

Competitive compensation package

Job summary

A financial services firm is seeking a data-driven Director of Performance to enhance operational performance across its investment portfolio. The ideal candidate will have significant analytical experience, expertise in financial modeling, and strong communication skills. This full-time role involves managing investor relations and strategic planning. The salary ranges from $200,000 to $275,000 annually plus performance bonuses. Interested candidates should apply via email.

Qualifications

• 7+ years of experience in a highly analytical role.
• Proven ability to translate findings into actionable recommendations.
• Exceptional communication with C-level executives.

Responsibilities

• Develop comprehensive investor relations strategies.
• Build relationships with existing and prospective investors.
• Prepare high-quality marketing materials.

Skills

Expert-level financial modeling skills in Excel

Data visualization proficiency (e.g., Tableau, Power BI)

Communication and interpersonal skills

Analytical rigor and attention to detail

Education

Bachelor's degree in Finance, Business, or related field

MBA or advanced degree preferred

Tools

Excel

PowerPoint

Job description

Director of Performance, Portfolio Operations

Filion Capital is seeking a data-driven and strategic Director of Performance to join our Portfolio Operations team. This role is central to our value creation model, focusing on quantifying, tracking, and driving performance improvements across our entire investment portfolio. The Director of Performance will develop the analytical frameworks and reporting infrastructure to ensure that each portfolio company is executing against its strategic plan and achieving its full potential.

This individual will act as an internal consultant and catalyst for change, providing the investment team and company management with the insights needed to make superior operational and strategic decisions.

Responsibilities

• Develop and execute comprehensive investor relations strategies, including fundraising plans, investor communications, and relationship management.
• Build and maintain strong relationships with existing and prospective investors, addressing inquiries, providing updates, and coordinating investor meetings and events.
• Conduct thorough market research and due diligence to identify and target potential investors, including institutional investors, family offices, and high-net-worth individuals.
• Prepare high-quality marketing materials, including pitch decks, private placement memorandums, and investor presentations.
• Collaborate with internal teams to ensure accurate and timely reporting to investors, including financial performance updates, fund reports, and regulatory compliance.
• Manage investor databases and maintain accurate investor records, ensuring compliance with relevant regulations and confidentiality requirements.
• Stay informed about industry trends, investor preferences, and regulatory changes affecting the private equity fundraising landscape.
• Participate in industry conferences, networking events, and roadshows to represent the firm and build relationships with key stakeholders.

About Filion Capital

Filion Capital is a global investment firm focused on building the future through strategic acquisitions, real assets, and growth equity opportunities. We originate and execute transactions across the U.S., Africa, and other global markets with a mandate to partner with founders, operators, and institutions to scale transformative businesses. Our data-driven approach to value creation is a core differentiator in how we build market-leading companies.

Job Nature

Full Time

Qualifications

• Bachelor's degree in Finance, Business, Engineering, or a related analytical field; MBA or advanced degree preferred.
• 7+ years of experience in a highly analytical role, such as management consulting, corporate strategy, private equity value creation, investment banking, or business intelligence/analytics.
• Expert-level financial and data modeling skills in Excel; high proficiency in PowerPoint is required. Experience with data visualization tools (e.g., Tableau, Power BI) and ERP systems is a strong plus.
• Proven ability to dissect complex business problems, analyze large datasets, and translate findings into actionable strategic recommendations.
• Exceptional communication and interpersonal skills, with the ability to influence and engage effectively with C-level executives and internal stakeholders.
• High degree of intellectual curiosity, analytical rigor, and attention to detail.

Experience Requirements

7+ years

Job Location

The annual salary for the Director of Performance, Portfolio Operations position at Filion Capital ranges from $200,000 to $275,000 per year, depending on experience and qualifications. This role includes a significant performance-based bonus. We offer a comprehensive benefits package, including health insurance, retirement plans, and vacation time.

What We Offer

• A competitive compensation package with significant upside tied to portfolio-wide performance.
• A central and highly influential role within the firm's value creation engine.
• Unparalleled exposure to the inner workings of a diverse set of companies and industries.
• The opportunity to directly impact investment returns through data-driven insights and analysis.
• A collaborative environment working alongside seasoned investment and operations professionals.

Job Level

Sr. Position

How to Apply

Interested candidates can send their resumes to [e-mail] mentioning "Job Title" in the subject line.

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