Portfolio Operations Associate

Posted 19 Days Ago
Be an Early Applicant
Boston, MA
Junior
Financial Services
The Role
As a Portfolio Operations Associate, you will collaborate with investment teams and executives to identify and implement value-creation strategies for portfolio companies. The role involves building expertise in specific operational areas, creating and disseminating tools for execution, and driving prioritization and focus in portfolio companies.
Summary Generated by Built In

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+ years experience. Banking or consulting experience a plus
  • 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 knows 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

EEO Statement

M33 is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on the basis of race, creed, religion, color, national origin, age, alienage or citizenship status, ancestry, nationality, national origin, marital or domestic partnership or civil union status, familial status, sex, pregnancy, gender identity, or any other characteristic protected by federal, state or local law. In addition, M33 will provide reasonable accommodations for qualified individuals with disabilities. We highly encourage diverse candidates to apply.


We are committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds, and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.

 

Interested?

If the description above sounds like you, we'd love to meet you.

Top Skills

SaaS
The Company
HQ: Boston, MA
29 Employees
On-site Workplace
Year Founded: 2017

What We Do

M33 Growth is a venture and growth stage investment firm that seeks to partner with founders and CEOs to rapidly scale their companies and break through as industry leaders. With deep experience fueling sales and marketing engines, driving acquisitions and building value through data assets, M33 Growth aims to propel portfolio companies to success in their markets. Founded by veterans of renowned investment firms with considerable operational experience, the Boston-based firm focuses on companies in the software, healthcare and services sectors in North America.

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