Associate Portfolio Manager - Retail

1 week, 6 days ago
Full-time
Junior
Operations
Teamshares

Teamshares

Teamshares is a mission-driven financial technology, educational, and creative services company that aims to create employee-owned small businesses. They help small business owners transition their companies to employee ownership, ensuring a sustainabl...

Capital Markets
51-250
Founded 2018
$127M raised

Description

  • Support P&L management, annual planning, and tracking of revenue, EBITDA, and cash flow targets.
  • Coach and support portfolio company leaders as an accountability partner.
  • Track KPIs, identify underperformance, and implement turnaround strategies.
  • Support leadership transitions, process improvements, system implementations, and other change initiatives.
  • Develop growth plans, capital investment strategies, and operational improvements with company leaders.
  • Prepare and present updates on portfolio performance, risks, and opportunities.
  • Serve as the liaison between portfolio companies and Teamshares.
  • Identify cross-portfolio synergies involving shared services, procurement, and best practices.
  • Help ensure portfolio companies meet legal, ethical, and financial standards.

Requirements

  • 2–3 years of experience in management consulting, investment banking, private equity, FP&A, business operations, or a similarly analytical environment.
  • Strong financial skills in budgeting, forecasting, financial modeling, and performance analysis.
  • Ability to build P&L analyses and operating models from first principles.
  • Ability to build trust and influence experienced operators without direct authority.
  • Comfort moving between high-level strategy and detailed financial and operational analysis.
  • Excellent communication and interpersonal skills, with an interest in coaching business leaders.
  • Entrepreneurial mindset and comfort working with imperfect information, changing priorities, and limited resources.
  • Willingness to travel periodically to portfolio company locations.
  • Bachelor’s degree in business, finance, economics, or a related field; MBA or similar degree preferred.

Interested in this position?

Apply directly on the company website

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