Portfolio Operations Associate

The ideal candidate will be enthusiastic about managing challenging and strategic projects across multiple
teams and locations.

You ll be working closely with the C-suite executives of SGP s portfolio companies to craft the company s vision and its strategies, maintain and deliver detailed performance reports to its Board of Directors, and develop operating models and scenarios for driving strategic initiatives.

You will also partner with cross-functional leaders at the portfolio companies to identify opportunities for growth and efficiencies, and support execution through program management efforts.

Role Responsibilities
Responsibilities may include, but are not limited to the following Strategy: Responsible for strategic planning process, financial forecasting, long term trends, outlook and
competitive intelligence
Analyzing and supporting go-to-market execution strategies across direct sales, channel sales and
marketing teams
Manage initiatives that focus on new projects and process optimization; lead roadmap of
enhancements to drive business continuity, reduce risk and enable new capabilities
Build relationships with key stakeholders across portfolio companies to understand business needs
and deliver holistic solutions to address them
Support MA strategies and drive inorganic expansion and integration efforts

Finance Operations
Develop business plans, forecasting models and scenario analyses; maintain and deliver detailed
reports to the company executives to track performance
Lead company s budgeting and long-term financial planning processes through all its stages:
planning, review, approval, implementation tracking of budgets, and cash-flow management
Prepare executive level reporting, including weekly, monthly, and quarterly business reviews
Prepare monthly/quarterly company presentations for Board of Directors
Ensuring all operations are carried on in an appropriate, cost-effective manner; identify opportunities
for automation and system improvements
Build and/or maintain operational dashboards and reporting suite to track, manage, and provide
valuable insights on metrics and KPIs

Experience Skills
2+ years of post-MBA experience in either management consulting, investment banking, private
equity portfolio operations, or strategy roles at high growth start-ups
Experience of executing complex strategic and operational initiatives with solid business judgment
Strong knowledge of business, financial and accounting concepts
Experience translating data and trends into strategies to drive decision making with the executive
leadership team
Quick learner; willing to dive in and get her/his hands dirty; deliver results in fast-paced
environment; strong attention to detail
Exceptional problem-solving skills, with the ability to conduct detailed go-to-market and financial
analyses, and make strategic recommendations
Strong experience in building complex excel-based models
Excellent communication and interpersonal skills
Qualifications:
o MBA from an accredited college or university
o Experience in software/SaaS and related technology industries.