Senior Associate, Portfolio Operations

Job Summary

As a Senior Associate, Portfolio Operations at Legacy Ventures, you will play a key role in optimizing the performance of our portfolio companies. You will work closely with company management teams to implement operational improvements, drive strategic initiatives, and enhance overall business performance. This role offers a unique opportunity to work across a diverse portfolio of companies and contribute to their growth and success.

You’ll also work with the deal team on execution of key initiatives for the firm.

Responsibilities

Operational Strategy & Execution: Collaborate with the deal team and portfolio company management teams to develop and implement operational strategies aligned with overall business objectives. Interim Operational Roles: Fill fractional operational needs at portfolio companies during key stages of growth, playing a hands-on execution role with each company, as needed.

Performance Analysis: Conduct in-depth analyses of portfolio company performance, identifying areas for improvement and growth opportunities. Process Optimization: Streamline business processes and workflows to enhance efficiency and productivity across functional areas. Financial Modeling: Assist with financial models and forecasts to support strategic decision-making and business planning initiatives.

Project Management: Lead cross-functional teams to execute strategic initiatives and operational projects, ensuring timely delivery and successful implementation. Best Practices Sharing: Share best practices and insights across portfolio companies to drive continuous improvement and knowledge sharing. Business Intelligence: Create and monitor KPIs using business intelligence platforms such as PowerBI to track performance metrics and drive data-driven decision-making.

Technology Enablement: Identify opportunities to leverage technology to streamline processes, improve operational efficiency, and gain competitive advantage. Evaluate and implement different technologies to support business operations and drive innovation. Assist the deal team with sourcing, business development, industry research, opportunity evaluation, diligence, investor relations, reporting, and other operational functions, as needed.

Requirements

Bachelor's degree in business, finance or a related field; MBA or advanced degree is a plus. 5+ years of experience in management consulting, private equity, investment banking, or a related field. Strong analytical and problem-solving skills, with the ability to synthesize complex information and develop actionable recommendations.

Experience working in a fast-paced, dynamic environment with the ability to manage multiple projects simultaneously. Excellent communication and interpersonal skills, with the ability to build relationships and influence stakeholders at all levels. Proficiency in financial modeling, business analysis, and project management.

Exceptional accounting knowledge. Self-driven with the ability to work independently. ​ Knowledge of business intelligence tools like PowerBI is preferred.

Benefits

We offer competitive healthcare, dental, and vision plans along with several voluntary benefit extras. Team members receive generous PTO in addition to all major holidays.