Portfolio Value Creation Lead

QofAI; San Francisco (CA); Hybrid; USD 150,000 - 230,000; Full time

Job summary

QofAI, a high-impact consulting and engineering firm, seeks a senior associate to own client relationships and value-creation outcomes for private equity clients. You work directly with investment teams and portco management.

You will structure value creation workstreams, lead sessions with portco management, translate AI outputs into actionable recommendations, and coordinate cross-functional resources. Travel to client sites is required.

Qualifications

• MBA from a strong program with 3+ years in PE value creation or top-tier management consulting.
• Strong analytics, communication, and finance background with operating metrics and reporting.
• Ability to own client relationships and drive outcomes in fast-changing environments.

Responsibilities

• Own relationships with deal teams and operating partners at PE firm clients.
• Structure and manage value creation workstreams across portfolio companies.
• Lead working sessions with portco management on ownership, timelines and metrics.
• Turn AI outputs into clear recommendations management can act on.
• Coordinate engineering, data, and product resources against client needs.
• Contribute to playbooks, frameworks, and GTM materials as the team scales.

Skills

Analytics

Communication

Finance modeling

Client relationships

Ownership mindset

Education

MBA from a top program

Tools

QofAI platform

Job description

QofAI brings elite consulting and forward-deployed engineering to the middlemarket — turning artificial intelligence into measurable EBITDA growth acrossevery deal, portfolio, and business. We sit where strategy meets software: workingalongside investors and operators, finding where AI moves the numbers, and thenbuilding the systems that get it there.

That means the work here stays close to the outcome. You sit with the investors andoperators making the decisions, and you get to watch your recommendations land inreal companies.

The role

You'll own the relationship and the result for our private equity clients: both thequality of the engagement and the commercial outcome for QofAI. You work betweenclient success and value creation delivery, dealing directly with investment teams andportfolio company management rather than through layers of account management. It's asenior associate-level role with manager-level accountability. You own relationshipsand outcomes, not just workstreams, and you work directly with the co-founders.

• Own relationships with deal team leads and operating partners at PE firm clients.
• Structure and manage value creation workstreams across portfolio companies, fromprioritization through execution tracking.
• Lead working sessions with portco management teams to align on initiative ownership,timelines, and metrics.
• Turn QofAI's AI outputs into clear recommendations that management teams can act on.
• Use the QofAI platform daily and build new workflows to keep improving how you andyour clients work.
• Spot expansion opportunities within accounts: new portcos, new use cases, newstakeholders.
• Coordinate QofAI's engineering, data, and product resources against client needs andtimelines.
• Contribute to the firm's playbooks, frameworks, and go-to-market materials as theteam scales.

What we're looking for

We want candidates who combine strong analytics with great communication. We'relooking for people with an MBA from a strong program and at least 3 years in PEvalue creation or top-tier management consulting, who:

• Understand how PE firms actually work: deal teams, operating partners, portfolioreviews, LP reporting cycles.
• Can work shoulder to shoulder with management teams, roll up your sleeves, and diginto the operations.
• Bring a strong finance background, comfortable across financial models, operatingmetrics, and management reporting.
• Are comfortable owning client relationships and driving outcomes in ambiguous,fast-moving environments.
• Think in structure and like work that sits between strategy and execution.
• Operate with high ownership and don't wait to be told what needs to happen.
• Communicate clearly, whether running a management team session or writing a one-pagera deal team will actually use.
• Work where you want, but are ready to travel to client sites as needed.

Nice to have

• Hands-on experience with AI tools, and curiosity about where they apply inoperational and financial work.
• Domain-specific experience in industrials, field services, professional services,health care, software, or e-commerce.

None of these are required. If you're a structured operator who wants to own clientrelationships and outcomes in an AI-native environment, we want to hear from you.

Location & compensation

This role is open remote and from any of our three HQs — the San Francisco BayArea, Pittsburgh, and Austin — with travel to client sites as the workdemands. We offer competitive compensation and work whose impact you can point to byname.