Private Equity Portfolio Associate Job at Selby Jennings, Overland Park, KS

YWVPcEgrWVhXM3dCZUVBUHhLYlBlRXVJK1E9PQ==
  • Selby Jennings
  • Overland Park, KS

Job Description

Selby Jennings is representing a Kansas City based Private Equity firm as they seek an Associate addition to their Portfolio team. This firm is generalist, covering a wide variety of industries including consumer, business services, industrials and sports among others. The Portfolio Associate will work closely with the internal Investment & Portfolio teams as well as external portfolio company leadership to maximize value creation.

Responsibilities:

  • Lead the development and management of comprehensive financial planning processes for portfolio companies, including annual budgets, quarterly forecasts, and long-term strategic plans.
  • Conduct in-depth financial analysis to assess portfolio company performance, including variance analysis, scenario planning, and sensitivity analysis.
  • Prepare detailed financial reports and presentations for internal and external stakeholders, including investors, senior management, and the board of directors.
  • Maintain and update financial models, databases, and dashboards to ensure accurate and timely information is available for decision-making.
  • Monitor the financial performance of portfolio companies, identifying key trends, risks, and opportunities to enhance value creation.
  • Assist in the financial due diligence process for add-on investments, including reviewing financial statements, conducting market research, and preparing investment memos.

Qualifications:

  • Undergraduate bachelor's degree with excellent academic record. Significant coursework in business, finance, accounting, economics, and/or quantitative disciplines is preferred
  • 2-4 years of experience in private equity, investment banking, management consulting, transaction advisory, or FP&A at a private equity backed company with revenues greater than $25M.
  • Proficiency in financial modeling, Excel, PowerPoint, and financial reporting tools. Experience with data visualization tools (e.g., Tableau, Power BI) is a plus.
  • Strong analytical and problem-solving skills with the ability to interpret complex financial data and provide actionable insights.
  • Excellent written and verbal communication skills with the ability to create compelling financial presentations.
  • CPA or CFA designation is a plus

Job Tags

Similar Jobs

KellyMitchell Group

Business Analyst Job at KellyMitchell Group

 ...Job Summary: Our client is seeking a Business Analyst to join their team! This position is located in Seattle, Washington! Duties: Support the administration of the carbon credit program, and potentially additional sustainability programming Manage internal... 

Bayforce

SAP SD Consultant (6 month Contract-to- Hire) Job at Bayforce

 ...Role Title: SAP SD Consultant Client: Environmental Services and Equipment Company Duration: 6 month Contract-to- Hire Preferred Location: Remote (prefer someone in CT or EST time zone) 10-15% travel Role Description: Responsible primarily for successful... 

Mick's Plumbing and Heating

SR mechanical estimator Job at Mick's Plumbing and Heating

 ...the role, what success in the position looks like, and how this role fits into the organization overall. Responsibilities Estimating of Mechanical projects, ordering of materials, review contracts, put together, review send out and organize submittals. Post jobs... 

Sogeti

Senior Salesforce Developer Job at Sogeti

 ...Job Summary: We are seeking a highly skilled and motivated Salesforce Developer to join our team. The ideal candidate will have hands-on experience developing custom Salesforce solutions using Apex , working with Salesforce APIs , managing and customizing Salesforce... 

Coalesce Management Consulting

Project Manager Job at Coalesce Management Consulting

 ...and the development of business requirements. Manages complex projects involving multiple work streams, including contractors or offshore/remote project teams. Develops and maintains a project plan, including cost estimates and project schedule. Assembles and...