Portfolio Operations Team - Associate

Posted 11 Days Ago
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Washington, DC
In-Office
175K-200K Annually
Mid level
Fintech • Software • Financial Services
The Role
The Portfolio Operations Associate will support value creation in portfolio companies through budgeting, analytics, operational improvements, and firm-building initiatives. Responsibilities include project management, financial analysis, and collaboration with company leadership for growth objectives.
Summary Generated by Built In

ABOUT US 
The Brydon Group is a Washington D.C.-based private equity firm that partners with outstanding mid-career executives to acquire business-to-business (B2B), business-to-government (B2G), and healthcare software and services businesses. Brydon is currently investing out of its Fund III which closed in July 2025. 

ABOUT THE ROLE

As Portfolio Operations Associate at The Brydon Group you will play a pivotal role in supporting a unique and exciting portfolio of growing businesses and talented leaders. The Portfolio Operations team supports value creation across Brydon’s portfolio companies and the ongoing development of strong executive teams within them. Your day-to-day will focus on 3 primary areas: (1) cross-portfolio initiatives, (2) portfolio company support, and (3) firm-building. You will have the opportunity to support individual portfolio companies and CEOs on specific value creation initiatives. 

This is a generalist role and will involve implementing best practices, driving operational improvements, and supporting growth initiatives. The ideal candidate will have 2-3 years of consulting experience with exposure to operational strategy, financial planning, and revenue growth. You should be comfortable wearing multiple hats and working autonomously in a fast-paced environment. You must be entrepreneurial and comfortable with ambiguity – this is a new role and thus we expect some evolution over time as we grow and shape the role together. 

This role will be a critical member of the team and will have ample opportunity for growth. 

CORE RESPONSIBILITIES 

(A) Cross-Portfolio Initiatives (40%) 

  • Value Creation Planning: Support the development and tracking of value creation plans across portfolio companies 
  • Annual Budgeting & Strategic Planning: Work with portfolio company leadership to establish annual budgets, KPIs, and strategic priorities 
  • Operational Benchmarking: Collect, analyze, and report on key financial and operational metrics across the portfolio to drive performance improvement. Manage cross-portfolio analytics, including overall model, data flows, and regular insights 
  • 3rd party network: Develop relationships with external providers and operating partners to support specific functional areas 
  • Shared Best Practices: Develop and maintain playbooks, case studies, and frameworks to institutionalize learnings and accelerate growth 

(B) Portfolio Company Support (40%) 

You are a skilled problem solver who can leverage your experience to lead a range of projects in support of portfolio companies’ growth objectives. This may include analysis, data gathering across internal and external data platforms, benchmarking, facilitating working sessions or workshops, synthesizing, and preparing presentation materials. Across projects, you will codify analyses, findings, and case examples, creating small “playbooks” and replicable initiatives. 

You will operate with a high degree of autonomy and will be given significant responsibility from the start, including interfacing directly with PortCo leadership to support their initiatives and data-driven decision-making, working closely with CEOs, CFOs, CROs, Chiefs of Staff, and interns as applicable. You will have strong project and program management skills, structuring and managing timelines and output and preparing timely and transparent updates. 

Example projects could include: 

  • Marketing & Sales Enablement: Help analyze and develop lead generation, pricing strategy, digital marketing, CRM optimization, and sales process improvements for select portfolio companies 
  • Process Improvement: Identify and implement operational efficiencies in finance, customer success, and other critical areas 
  • Interim Support: Step in as needed to provide short-term operational support or manage special projects at individual companies 

(C) Firm building (20%) 

Support other firm-wide initiatives, such as evaluating new technology tools, developing reporting frameworks, or improving internal processes. Be a flexible problem solver who can dive into any area where additional support is needed. Continually innovate in the portfolio and for ongoing improvement within Portfolio Operations team. 


Requirements
  • Four-year degree from a top undergraduate institution, MBA preferred but not required 
  • 2-4 years of experience, with formal training in consulting, investment banking and / or private equity roles 
  • Operating experience in areas of finance, strategy, sales and marketing and operations 
  • Willing to roll up his/her sleeves to help executives drive results 
  • Strong analytical skills, with the ability to interpret financial and operational data 
  • High degree of resourcefulness and creativity in problem-solving and finding cost-effective resources 
  • Self-starter with excellent communication and stakeholder management skills 
  • Comfort with multitasking and balancing across several workstreams at the same time 
  • Ability to thrive in an entrepreneurial environment and high expectations 
  • Extremely proficient in Microsoft Excel and Microsoft PowerPoint 
  • Experience with small businesses, founder-led companies, or PE-backed firms is a plus 
  • Ability to travel occasionally for on-site portfolio company support company events 

LOCATION / START DATE

  • This role is in-person and on-site at our Washington, D.C. offices
  • Start date flexible, based on candidate availability (Q1 2026 or May/June 2026)

WHY JOIN US? 

  • Work closely with senior leadership and gain hands-on exposure to private equity portfolio management 
  • Have a tangible impact on small businesses, helping them grow and scale 
  • Be part of a small but high-caliber team where you can take on significant responsibility early in your career 
  • A dynamic, fast-paced environment with a broad range of operational challenges and learning opportunities 

If you’re excited about helping small businesses succeed, building scalable processes, and tackling operational challenges, we’d love to hear from you! 



Benefits
  • This is a full time salaried position, compensation will be commensurate with experience and is expected to range between $175,000 to $200,000 OTE; Brydon employees are eligible for paid holidays, health insurance and 401(k) retirement benefits

Top Skills

Excel
Microsoft Powerpoint
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The Company
HQ: Washington, DC
44 Employees
Year Founded: 2022

What We Do

The Brydon Group partners with entrepreneurs to acquire small businesses and support the effective transition of small businesses to the next generation of owners.

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