Portfolio Operating Executive (REMOTE)

We are seeking a Portfolio Operating Executive (REMOTE) for a full time and direct hire role for one of our amazing Private Equity partners. You will work remotely but will be required to travel to meet with clients at times. Must live in the Eastern or Central time zone with ready access to commercial air travel.

Overview :

You will work for a middle-market private equity firm that specializes in investing in founder-led and family-owned businesses across a range of stages, including control (majority ownership) and non-control investments in businesses. This role is working with one of their control funds portfolio companies, and these companies are typically small and successful companies that have enormous potential to scale. They typically have a $5-$40 million target revenue and $1-$4 million target EBITDA, and they span across sectors such as business services, consumer products, healthcare, niche manufacturing, and value-added distribution.

This role is a director level Operating Executive, and you will act as the quarterback for onboarding and integration of new portfolio company investments. You will work closely with deal teams, portfolio company management, and other members of the portfolio services group, ensuring smooth transitions, early value creation, and long-term scalability. You will coordinate across finance, HR, technology, and operations to ensure successful execution of their framework and drive alignment with founders and management teams. The role includes coordination, integration leadership, and interpersonal effectiveness more than hands-on technical execution.

Responsibilities :

• Drive successful onboarding and integration, foster strong relationships, provide strategic business and operational leadership, develop and lead high-impact teams and enhance value creation opportunities.
• Oversee onboarding across multiple portfolio companies within the control investments fund.
• Lead post-merger integration efforts across finance, IT, HR, and commercial functions.
• Develop and implement integration playbooks, synergy tracking, and reporting processes.
• Support add-on integrations and platform investment onboarding.
• Build trust and credibility with founders, boards, and portfolio company leadership.
• Represent the PE firm on founder calls with strong professional manner and confidence.
• Serve as a partner who inspires confidence in both sponsors and operators.
• Maintain oversight of financial, HR, and systems-related initiatives in coordination with subject matter experts.
• Support FP&A activities including cash flow forecasting, budgeting, and debt covenant tracking.
• Identify, prioritize, and communicate operational risks and growth opportunities.
• Collaborate with and oversee interim finance and operations resources.
• Partner with portfolio leadership in selecting and onboarding permanent hires.
• Provide structured leadership to cross-functional teams to ensure accountability and delivery.
• Lead operational transformation projects aimed at EBITDA improvement and growth.
• Implement structured program management (PMO) to ensure consistent execution.
• Leverage technology and systems (ERP, CRM, BI tools) to modernize operations and reporting.

Responsibilities through stages of engagement :

Partner with deal team on operational and financial capability assessments.

Contribute to operational and financial diligence workstreams.

Deploy framework initiatives with founders and management teams.

Drive integration of add-ons and realization of synergies.

Requirements :

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. You must be legally authorized to work in the United States without current or future sponsorship.