Portfolio Operations Associate

Finance · Full-time · Global

Job description

About M33 Change the healthcare and software landscape and come join our fast-growing venture and growth-stage investment firm. Founded by veterans of renowned investment firms with considerable operational experience, our Boston-based firm seeks to invest in high-potential companies in the software, healthcare, and services sectors throughout North America. With over $750M under management, the M33 Growth team fuels a fast-growing venture and growth-stage strategy in which we partner with founders and CEOs who have successfully bootstrapped their companies to strong growth and are positioned to rapidly scale their companies and break through as market leaders. We tap into our deep experience as operators and investors to help our companies achieve their growth potential by building sales and marketing engines, supplementing teams with top talent, and executing complementary acquisitions.   The Role We are currently recruiting a Boston-based Associate for our Portfolio Operations team. We are looking for a high-powered problem solver with an ambition to become a growth-stage executive. In this role, you will work hand-in-hand with our investment team, seasoned growth-stage operators, and portfolio company executives to identify, plan, and execute value-creation initiatives. You will gain valuable experience in a variety of areas, including go-to-market, talent, M&A, and finance, which will equip you for senior leadership roles within our portfolio operations team or a portfolio company on an accelerated basis.

This role is ideal for a self-starter who has built a strong problem-solving and change-management toolkit in banking, consulting, investing, or a growth-stage company. For those coming from a professional services role, this is a great first step toward the world of operating or entrepreneurship for those who love building businesses.

Key responsibilities

  • Works with portfolio company executives and senior portfolio operations executives to execute value-creation initiatives. Over time, increasingly identifies value-creation opportunities independently
  • Drives focus and prioritization within portfolio companies
  • Over time, builds expertise in an M33 value creation pillar (e.g., go-to-market, talent, product)
  • Packages their work for easy deployment with new portfolio companies, helping our portfolio operations team scale their impact

Profile

  • 2-5 years experience, including 2+ years in banking or consulting
  • Operating experience is valued, though not required
  • Solid understanding of SaaS business models and value creation levers
  • Impeccable work ethic and integrity
  • Overachiever by nature: Ambitious, history of achieving top-level performance through hard work and perseverance
  • Wins hearts and minds: Magnetic communicator who knowns their agenda and drives it forward
  • Lasting impact: Set up the right processes, tools, and touchpoints to ensure their work is adopted for the long term
  • Insatiable desire to learn and improve: Demonstrated self-motivation to improve, eagerly seeks feedback, coachable
  • Nose for value: Sees the vital few things worth prioritizing and opts to do these things very well vs. more things in less depth, 80/20 mindset
  • Contagious energy: Helps shift cultural expectations for working norms within portfolio companies
  • Intellectual horsepower: Employs a dynamic analytical toolkit to generate quality insights, deals with ambiguous situations and imperfect information well

Peers

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