Portfolio Operations Partner

Confidencial; United States; On-site; USD 150,000 - 250,000; Full time

Job summary

A northeast based holding company seeks an experienced Portfolio Operations Partner to drive value creation across its operating businesses. This role blends operational leadership with strategic oversight, ensuring sustainable growth and margin expansion. Ideal candidates will have 15+ years of leadership experience in operations or finance, particularly within private equity-backed or family-owned businesses. This is a full-time executive position focused on management within the manufacturing industry.

Qualifications

• 15+ years of progressive leadership experience in operations or finance.
• Demonstrated success in value creation initiatives.
• Experience in private equity-backed or family-owned businesses.

Responsibilities

• Partner with leadership to develop value-creation plans.
• Serve as a trusted advisor to CEOs and management teams.
• Monitor financial and operational performance.

Skills

Leadership in operations

Financial acumen

Relationship-building

Operational problem-solving

Strategic thinking

Job description

A northeast based holding company, privately held and family owned, built on the conviction that businesses perform best when they prioritize long-term value over short-term gains. Rooted in a philosophy of stewardship and people-first leadership, the firm acquires and partners with legacy businesses—often family-owned for decades—and helps guide them into the next generation. The company manages a diversified portfolio of operations across multiple industries, with the majority of its businesses located within the United States. Its patient growth approach aligns capital, people, and strategy to preserve culture, accelerate excellence, and ensure sustainable success across its platforms.

Position Summary

The Portfolio Operations Partner will work closely with firm leadership and portfolio company executives to drive value creation across operating businesses. This role blends hands‑on operational leadership with strategic oversight, ensuring that portfolio companies achieve sustainable growth, margin expansion, and long‑term enterprise value. The ideal candidate brings a proven track record in transforming operations, supporting management teams, and aligning execution with investor objectives.

Key Responsibilities

Operational Value Creation

• Partner with portfolio company leadership to develop and execute value‑creation plans, focusing on revenue growth, cost optimization, operational efficiency, and working capital improvements.
• Lead strategic initiatives such as ERP implementations, supply chain optimization, sales force effectiveness, pricing strategies, and M&A integration.
• Establish and track KPIs, dashboards, and operational scorecards for accountability and performance visibility.

Strategic Partnering

• Serve as a trusted advisor to portfolio company CEOs and management teams, balancing operational rigor with respect for founder/management culture.
• Collaborate with investment professionals to evaluate new acquisition opportunities, conducting operational diligence and integration planning.
• Support exit readiness initiatives, including performance narrative, scalability proof points, and operational documentation.

Governance & Oversight

• Represent the firm in portfolio company board meetings, contributing operational insight and ensuring alignment with strategic objectives.
• Drive cross‑portfolio best practices, creating playbooks and shared resources to accelerate improvements across the portfolio.
• Monitor financial and operational performance, proactively identifying risks and opportunities.

Qualifications

• Candidates must be based in the Northeastern US.
• 15+ years of progressive leadership experience in operations, finance, or general management within private equity‑backed or family‑owned businesses.
• Demonstrated success in value creation initiatives—revenue growth, cost transformation, supply chain optimization, or digital enablement.
• Experience serving as COO, CFO, GM, or divisional president preferred.
• Strong financial acumen and ability to partner with investment teams on due diligence and structuring.
• Exceptional relationship‑building skills; able to earn trust with portfolio company leadership and drive change without undermining management.
• Flexible mindset: ability to toggle between board‑level strategic conversations and hands‑on operational problem‑solving.

Personal Attributes

• Entrepreneurial and pragmatic; thrives in ambiguous, high‑change environments.
• Balanced perspective: short‑term problem solver and long‑term steward of enterprise value.
• Strong communication and influence skills across stakeholders.
• High integrity, resilience, and alignment with the firm’s values of partnership and stewardship.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.

Seniority level

• Executive

Employment type

• Full‑time

Job function

• Management

Industries

• Manufacturing