Experienced Associate 2026, Portfolio Services Team

Investor Group Services (IGS); Chicago (IL); Hybrid; USD 100,000 - 108,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with employer contribution

Unlimited time off and companyholidays

Mentorship and career development

Hybrid work environment

Job summary

Investor Group Services (IGS) invites an Associate to join the Portfolio Services & Commercial Excellence team in Chicago, IL. You’ll design analytical workstreams, run AI-enabled and quantitative models, validate outputs, and deliver data-driven client content with Consultants and Engagement Managers.

Role spans GTM, pricing, and growth strategies across industries; you’ll own workstreams end to end and present insights to client C-suite in a hybrid, travel-lite environment.

Qualifications

• Bachelor's degree in economics, business, finance or a quantitative field.
• 1-4 years of experience in revenue operations, growth strategy, sales strategy or customer success preferred.
• Prior consulting experience or portfolio operations experience is a plus.
• Strong Excel skills; familiarity with Python, SQL or BI tools is a plus.
• Able to work in a fast-paced, project-based environment with multiple deadlines.
• Exceptional written and verbal communication skills; ability to synthesize insights clearly.

Responsibilities

• Conduct market assessments, customer segmentation and competitive analysis to inform client strategies.
• Design and implement sales and marketing alignment plans and channel strategies.
• Own analytical workstreams and translate findings into client-ready slide content with Consultants.
• Collect, organize data inputs for AI-based models and quantitative analysis.
• Run analytics and AI models; validate outputs for accuracy and quality.
• Maintain structured data documentation and version control for analytical assets.
• Create charts, visuals, and data exhibits to communicate findings clearly.
• Partner with client C-suite teams to present findings and drive business change.

Skills

Analytical thinking

Excel proficiency

Data analysis

Research design

Quantitative modeling

Education

Bachelor's degree in economics, business, finance

Tools

Python

SQL

BI tools

Job description

Department: Portfolio Services & Commercial Excellence

Location: Chicago, IL

Compensation: $100,000 - $108,000 / year

Private Equity Consulting

Advance your career at the intersection of private equity, strategy, and data-driven problem solving. At IGS, Associates work directly on high-stakes investment and growth strategy engagements across industries, taking on early responsibility, senior client exposure, and rapid professional development in a collaborative, high-performance environment.

Associate, Portfolio Services & Commercial Excellence Team

• Eligibility: Currently employed professionals with 1-2 years of relevant consulting experience (commercial excellence, portfolio services, pricing strategy, GTM (go-to-market), and/or growth strategy)
• Start Date: Rolling, based on candidate availability
• Practice Areas: Portfolio Services & Commercial Excellence
• Work Location: Chicago, IL (Hybrid with light travel, 1-2 times per month)

We're Hiring Experienced Associates For This Position

Professionals currently working, with relevant experience in consulting or advisory work. This is an experienced-hire position, separate from our campus recruiting program. Our full-time campus roles for the Class of 2027 open in August, so if you're still in school, please apply to that separate posting.

WHY IGS?

• High-impact client work and responsibility from day one
• Direct exposure to private equity backed companies and growth strategy
• Exposure to a wide range of industries and business models
• Entrepreneurial, high-performance, and collaborative culture
• Direct mentorship and coaching from experienced consultants
• Direct opportunities to work with and present to client C-suite teams, helping drive meaningful business change

Role Overview

As an Associate on our Portfolio Services & Commercial Excellence team, you'll play a critical role on case teams: designing and building key analytical workstreams, running AI-enabled and quantitative models, validating outputs, and producing the data-driven foundation that client deliverables are built on. Associates work closely with Consultants to translate analysis into client-ready content.

You'll contribute to GTM, pricing, and growth strategies across industries and portfolio company situations, bridging quantitative market research with strategic recommendations that improve clients' commercial performance. Associates own discrete workstreams end to end: research design, data analysis, synthesis of findings, and communicating insights to clients.

Job Responsibilities

Candidates should have exceptional research and analytical experience. Candidates should be interested in:

• Conducting market assessments, customer segmentation, and competitive analysis to inform client strategies
• Designing and implementing sales and marketing alignment plans, channel strategies, and customer engagement models
• Owning and designing analytical workstreams and translating findings into clear, client-ready slide content in collaboration with Consultants and Engagement Managers
• Collecting, procuring and organizing data inputs for AI-based models and quantitative analysis
• Run key analytics and AI models; validate outputs for accuracy and quality
• Maintaining structured data documentation and version control for all analytical assets
• Building charts, visualizations, and data exhibits to clearly communicate analytical findings
• Conducting quality validation on all analytical work before submission up the project chain
• Building foundational knowledge in CE domains through project exposure and self-directed learning
• Partnering directly with client C-suite teams, with opportunities to present findings and help drive meaningful business change
• Assuming a high level of responsibility on client teams as well as within the firm
• Working in a dynamic and hybrid environment
• Working and living in Chicago or New York City (the IGS Portfolio Services & Commercial Excellence team is a consulting "travel-lite" organization; we travel for client work as requested or necessary, typically one to two times per month)

Qualifications

WHAT WE LOOK FOR

Interests & Mindset

• Private equity, growth strategy, and commercialization topics
• Assessing investment and growth opportunities for private equity firms and corporate clients
• Gaining an in-depth understanding of a wide variety of industries
• Intellectual curiosity and a desire to build expertise in commercial strategy and analytics
• Detail-oriented with high standards for data accuracy and analytical rigor
• Conducting primary and secondary research to better understand markets
• Creating complex analyses to answer clients' key questions

QUALIFICATIONS:

• Bachelor's degree required; a focus in economics, business, finance, or a quantitative field is a plus
• 1-4 years of experience in revenue operations, growth strategy, sales strategy, or customer success preferred
• Prior consulting experience or portfolio operations experience is a plus
• Ability to work in a fast-paced, project-based environment with multiple concurrent deadlines
• Strong academic record (GPA 3.5+ preferred)
• Strong proficiency in Excel; familiarity with Python, SQL, or BI tools a plus
• Proficiency in Microsoft Office, Word, and PowerPoint
• Exceptional research and analytical experience
• Quick learner, self-starter, and hands-on contributorDemonstrated ability to synthesize quantitative and qualitative data into actionable insights
• Very strong data analytics skills and capabilities (familiarity with statistical modeling, programming, etc.)
• Strong ability to navigate financial statements, including the ability to build pro-forma P&Ls
• Comfort with ambiguity and tight timelines
• Exceptional written and verbal communication skills; ability to synthesize insights into clear, actionable recommendations

What Defines a Successful Candidate

• Intellectual curiosity and hypothesis-driven thinking to identify the best research and data to answer clients' questions
• Proven ability to manage multiple workstreams and deliver high-quality output in a fast-paced, collaborative setting
• Ability to work directly with senior management and private equity clients
• Specific experience in consulting, private equity, or market assessment is preferred

Benefits & Additional Information

• Competitive base salary and performance-based bonus
• Comprehensive health, dental, and vision insurance
• 401(k) retirement plan with employer contribution
• Unlimited time off and company holidays
• Professional development opportunities and mentorship
• Collaborative, collegial work environment

Compensation

• Pay range expected for the position: $100,000 – $108,000 USD annually (the position level and compensation for this role may vary and will be determined based on the candidate’s experience, skills, and qualifications)
• Pay is issued on a semi-monthly basis
• IGS also offers an annual discretionary bonus tied to individual and company performance, along with a comprehensive benefits package and a potential starting bonus

Additional Information

IGS sponsors employees for H-1B visas, including H-1B transfers for candidates currently on sponsorship elsewhere.

IGS has four U.S. offices located in Boston, MA; New York, NY; Chicago, IL; and San Francisco, CA. This role will be based in the Chicago office, with opportunities to explore other locations as you gain experience at the firm.

IGS is an EEO employer.