Portfolio Operating Executive

Jobgether SRL; United States; Remote; USD 200,000 - 300,000; Full time

Benefits offered by this job

Remote work arrangement

Direct-hire employment

Exposure to private equity portfolio

Job summary

Jobgether SRL seeks a Portfolio Operating Executive based in the United States to drive onboarding and integration of portfolio companies within a private equity framework. You will coordinate across finance, HR, technology, and operations to accelerate value creation and EBITDA uplift, partnering with founders, boards, and deal teams.

The role is remote, with travel required to support portfolio companies and build trusted relationships with key stakeholders, demanding senior-level PMO and

Qualifications

• 7–10 years of experience with private equity portfolio companies or related operating roles.
• Proven experience leading post‑acquisition integrations and synergy realization.
• Strong financial acumen including FP&A, accounting, and capital structures.

Responsibilities

• Lead onboarding and integration across portfolio companies.
• Develop and implement integration playbooks, synergy tracking, and governance processes.
• Coordinate cross‑functional teams across finance, HR, IT, and operations to drive EBITDA uplift.

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Portfolio Operating Executive based in the United States. Join a middle-market private equity environment focused on helping founder-led and family-owned businesses unlock their growth potential. As Portfolio Operating Executive, you will lead the onboarding and integration of newly acquired portfolio companies, ensuring smooth transitions and accelerating value creation. You will serve as a strategic partner to deal teams, founders, boards, and management leaders, coordinating initiatives across finance, HR, technology, and operations. This director-level role combines integration leadership, structured program management, and operational transformation across multiple businesses. You will help establish scalable processes, strengthen organizational capabilities, and drive measurable improvements in EBITDA and long-term performance. The position is remote, with travel required to support portfolio companies and build trusted relationships with key stakeholders.

Accountabilities

• Lead onboarding and integration across multiple companies within the control investments portfolio.
• Manage post-acquisition integration initiatives spanning finance, IT, HR, commercial functions, and business operations.
• Develop and implement integration playbooks, synergy tracking frameworks, reporting processes, and program management standards.
• Support add-on acquisitions, platform investments, and post-merger integration activities.
• Build strong relationships with founders, boards, executive teams, deal professionals, and portfolio company leaders.
• Represent the investment firm in founder and leadership discussions with professionalism, credibility, and confidence.
• Coordinate financial, HR, technology, and systems initiatives in collaboration with subject matter experts.
• Support financial planning and analysis activities, including cash flow forecasting, budgeting, and debt covenant monitoring.
• Identify, prioritize, and communicate operational risks, efficiency opportunities, and potential growth initiatives.
• Coordinate interim finance and operations resources and support the recruitment and onboarding of permanent leadership hires.
• Lead cross-functional teams, establish clear responsibilities, and maintain accountability for deliverables and timelines.
• Drive operational transformation projects focused on EBITDA improvement, scalability, and business growth.
• Implement structured project management and governance processes to ensure consistent execution across portfolio companies.
• Leverage ERP, CRM, and business intelligence tools to improve operational efficiency, data visibility, and management reporting.

Responsibilities Across The Investment Lifecycle

• Pre-LOI: Partner with deal teams to assess operational and financial capabilities, identify integration considerations, and evaluate organizational design and talent requirements.
• Due diligence: Contribute to operational and financial diligence, assess infrastructure readiness, and develop preliminary integration plans.
• First 100 days: Implement operational frameworks with founders and management teams, coordinate the onboarding of critical systems such as general ledger, CRM, and HR/payroll, and align stakeholders around integration and growth priorities.
• First year: Lead add-on integrations, track and realize synergies, execute value creation initiatives with measurable EBITDA impact, and establish repeatable processes and dashboards for long-term success.

Requirements

• 7–10 years of experience working with private equity portfolio companies, in management consulting, or in related operating roles.
• Proven experience leading M&A integrations, post-acquisition execution, and synergy realization.
• Strong financial knowledge, including financial planning and analysis, accounting, and capital structures; CFO-level operational responsibility is not required.
• Demonstrated success driving operational transformation and EBITDA improvement.
• Experience with program management, PMO frameworks, and the development and execution of operational playbooks.
• Broad business understanding across finance, HR, technology, and operations.
• Familiarity with ERP systems, CRM platforms, and business intelligence tools.
• Structured, hands‑on leadership skills and the ability to coordinate cross‑functional teams.
• Strong organizational and time management skills, with the ability to reprioritize effectively across multiple businesses.
• Excellent communication and interpersonal skills, including the ability to engage confidently with founders, boards, and executive teams.
• Professionalism, resilience, adaptability, and the ability to navigate ambiguity.
• Degree in Finance, Business, or a related field.

Preferred Qualifications

• MBA, CPA, or CFA designation.
• Residence in the Eastern or Central United States time zone, with convenient access to commercial air travel.

Benefits

• Annual compensation range of $200,000–$300,000.
• Full-time, direct-hire employment.
• Remote work arrangement.
• Opportunity to work closely with private equity deal teams, founders, and executive leadership.
• Broad exposure to portfolio company integration, operational transformation, and value creation initiatives.