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.