Jobs · Business Development

Senior Associate, Portfolio Management (North America)

Novastone Capital Advisors · Massachusetts, United States · 1 wk ago
RemoteRemoteBusiness DevelopmentFull-time

Main Responsibilities

  • Contribute to the development and implementation of strategic growth and value creation plans.
  • Act as a 'sparring partner' for CEOs in building and executing value creation plans and potential exit strategies.
  • Oversee fund operations, aligning processes with investment strategy.
  • Provide strategic insights and guidance to ensure the alignment of company goals with broader organizational objectives.
  • Explore and implement joint value-creation initiatives between NCA portfolio companies.
  • Serve on the Board of Directors of NCA selected portfolio companies.
  • Streamline operations and enhance reporting/tech infrastructure.
  • Lead capital-raising efforts, cultivating investor relationships.

Portfolio Monitoring & Oversight

  • Track financial metrics, operational performance, and overall business health of portfolio companies.
  • Identify and manage potential risks by assessing market conditions, industry trends, and challenges that could impact performance.
  • Ensure portfolio companies are on track to meet their goals and deliver expected returns for investors.
  • Monitor fund performance and resource allocation.
  • Introduce applicable governance standards and compliance procedures across the portfolio companies' boards to ensure transparency and accountability.
  • Ensure regulatory compliance and strong risk management.

Must Have

  • Bachelor's degree in Business, Finance Economics, or related field.
  • Strong financial acumen and ability to track and analyze financial and operational performance metrics.
  • At least 5+ years of experience in a senior management position or as an operator of a company.
  • Excellent communication and stakeholder management skills.
  • Ability to work collaboratively with CEOs and other senior executives.
  • Strong critical thinking and problem-solving skills.
  • Demonstrated ability to thrive in a fast-paced, dynamic environment and drive results.

Nice to Have

  • Experience in portfolio management and/or M&A processes of mid cap companies, working at Private Equity, family offices, Investment Banks, or Consulting companies.
  • MBA or other advanced degree in finance, business administration, or a related field.
  • Proven track record of working with international companies and managing cross-border investments.
  • Previous non-executive board member background.
  • Entrepreneurial drive and related experience.

What We Offer

  • Competitive salary with long-term benefits.
  • Professional development opportunities with high level exposure to senior management executives of high growth mid cap companies across North America and Europe.
  • Working in a fast paced and dynamic environment with large international exposure.
  • Multiple opportunities for travel and in-person meetings.
  • Employee training & development.

Pay

Competitive salary with long-term benefits.

Schedule

We are flexible with schedules to accommodate the needs of our employees.

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