Portfolio Associate
Portfolio Associate
Selby Jennings is representing a Kansas City based Private Equity firm as they seek an Associate addition to their Portfolio team. This firm is generalist, covering a wide variety of industries including consumer, business services, industrials and sports among others. The Portfolio Associate will work closely with the internal Investment & Portfolio teams as well as external portfolio company leadership to maximize value creation.
Responsibilities:
- Lead the development and management of comprehensive financial planning processes for portfolio companies, including annual budgets, quarterly forecasts, and long-term strategic plans.
- Conduct in-depth financial analysis to assess portfolio company performance, including variance analysis, scenario planning, and sensitivity analysis.
- Prepare detailed financial reports and presentations for internal and external stakeholders, including investors, senior management, and the board of directors.
- Maintain and update financial models, databases, and dashboards to ensure accurate and timely information is available for decision-making.
- Monitor the financial performance of portfolio companies, identifying key trends, risks, and opportunities to enhance value creation.
- Assist in the financial due diligence process for add-on investments, including reviewing financial statements, conducting market research, and preparing investment memos.
Qualifications:
- Undergraduate bachelor's degree with excellent academic record. Significant coursework in business, finance, accounting, economics, and/or quantitative disciplines is preferred
- 2-4 years of experience in private equity, investment banking, management consulting, transaction advisory, or FP&A at a private equity backed company with revenues greater than $25M.
- Proficiency in financial modeling, Excel, PowerPoint, and financial reporting tools. Experience with data visualization tools (e.g., Tableau, Power BI) is a plus.
- Strong analytical and problem-solving skills with the ability to interpret complex financial data and provide actionable insights.
- Excellent written and verbal communication skills with the ability to create compelling financial presentations.
- CPA or CFA designation is a plus
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.