Experienced Associate 2026, Portfolio Services Team

About the role

Advance your career at the intersection of private equity, strategy, and data-driven problem solving. At IGS, Associates work directly on high-stakes investment and growth strategy engagements across industries, taking on early responsibility, senior client exposure, and rapid professional development in a collaborative, high-performance environment.

Responsibilities

• Conducting market assessments, customer segmentation, and competitive analysis to inform client strategies
• Designing and implementing sales and marketing alignment plans, channel strategies, and customer engagement models
• Owning and designing analytical workstreams and translating findings into clear, client-ready slide content in collaboration with Consultants and Engagement Managers
• Collecting, procuring and organizing data inputs for AI-based models and quantitative analysis
• Running key analytics and AI models; validating outputs for accuracy and quality
• Maintaining structured data documentation and version control for all analytical assets
• Building charts, visualizations, and data exhibits to clearly communicate analytical findings
• Building foundational knowledge in CE domains through project exposure and self-directed learning
• Partnering directly with client C-suite teams, with opportunities to present findings and help drive meaningful business change
• Assuming a high level of responsibility on client teams as well as within the firm

Qualifications

• Bachelor's degree required; a focus in economics, business, finance, or a quantitative field is a plus
• 1-4 years of experience in revenue operations, growth strategy, sales strategy, or customer success preferred
• Prior consulting experience or portfolio operations experience is a plus
• Ability to work in a fast-paced, project-based environment with multiple concurrent deadlines
• Strong academic record (GPA 3.5+ preferred)
• Strong proficiency in Excel; familiarity with Python, SQL, or BI tools a plus
• Proficiency in Microsoft Office, Word, and PowerPoint
• Exceptional research and analytical experience
• Quick learner, self-starter, and hands-on contributor
• Demonstrated ability to synthesize quantitative and qualitative data into actionable insights
• Strong ability to navigate financial statements, including the ability to build pro-forma P&Ls
• Comfort with ambiguity and tight timelines
• Exceptional written and verbal communication skills; ability to synthesize insights into clear, actionable recommendations