Associate, Portfolio Company Management

Manulife•Boston, MA

3d•Hybrid

About The Position

The Associate, Portfolio Company Management supports the Farmland Plus strategy and works closely with the Senior Director of Portfolio Company Management and portfolio company leadership teams to drive value creation across vertically integrated agricultural platforms. The role partners with executives to develop and execute strategic and operational initiatives that accelerate growth and enhance investment returns. It also supports Board engagement, prepares analytical materials for portfolio managers’ investor communications, and contributes to transaction execution and strategic projects across the portfolio. This is a highly visible role requiring strong analytical, strategic, and relationship-management capabilities. The Associate partners with portfolio company CEOs, CFOs, and leadership teams on strategic plans and operational initiatives; monitors value creation plans and performance indicators; supports the integration of new investments; and helps resolve business challenges. The role also supports transactions and major projects, prepares Board and investment committee materials, coordinates Board engagement, and facilitates collaboration across internal teams. The position develops portfolio performance dashboards and reporting, ensures timely and accurate information for investor communications, and supports semi-annual portfolio company valuations by coordinating information among portfolio companies, internal valuation teams, and independent providers. It works with portfolio companies to improve reporting processes and the quality and consistency of data.

Requirements

5–7 years of progressive professional experience in private equity, investment banking, management consulting, corporate finance, corporate development, strategy, FP&A, or a related field.
Experience in an operating company role, such as strategy, business development, corporate development, or FP&A, and/or experience supporting portfolio value creation initiatives in a private equity environment.
Demonstrated ability to work directly with senior executives and drive strategic initiatives from concept through execution.
Strong analytical and financial acumen, including experience with financial modeling, business case development, performance analysis, and KPI tracking.
Excellent written and verbal communication skills, including experience preparing materials for Boards of Directors, investment committees, and other senior stakeholders.
Strong project management and organizational skills, with the ability to manage multiple priorities in a fast-paced environment.
High attention to detail and a proactive, results-oriented approach to problem solving.
Bachelor’s degree in Business, Finance, Economics, or a related field.

Nice To Haves

Experience in agriculture, agribusiness, food production, natural resources, or other asset-intensive industries.
Exposure to mergers and acquisitions, debt or equity financings, capital deployment initiatives, or other complex strategic transactions.
Familiarity with vertically integrated agricultural operations, permanent crops, farmland investing, or related real asset sectors.
Experience developing reporting tools, dashboards, and performance analytics using Power BI, Tableau, or similar business intelligence tools.
Experience working across multiple geographies and cultures, particularly within North America, South America, or Australia.
MBA or other relevant advanced degree.
Spanish language proficiency is beneficial but not required.

Responsibilities

Partner with portfolio company CEOs, CFOs, and leadership teams to develop and execute strategic plans and operational initiatives that drive growth and value creation.
Support operational improvements, revenue growth, cost optimization, and capital allocation initiatives.
Monitor value creation plans, track KPIs, and identify opportunities to improve business performance.
Support integration of new investments into existing platforms, including strategic planning, operational onboarding, and alignment with MIMTA objectives.
Serve as a day-to-day partner to portfolio company leadership teams, helping address business challenges and advance strategic priorities.
Support acquisitions, mergers, financings, major capital investments, and related stakeholder and Board approvals.
Develop analyses, presentations, and recommendations for portfolio company Boards, MIMTA investment committees, and client or portfolio approval processes.
Contribute operational, commercial, and strategic insights to transaction due diligence.
Support post-approval execution and implementation, ensuring projects remain on schedule and aligned with strategic objectives and value creation plans.
Prepare and coordinate materials for portfolio company Board meetings, strategic reviews, and executive leadership discussions.
Support Board engagement, meeting coordination, governance activities, and follow-up on decisions and action items.
Facilitate communication and collaboration across MIMTA investment, asset management, portfolio management, operations, and finance teams.
Develop and maintain reporting dashboards and performance metrics that provide insight into portfolio company performance.
Provide portfolio managers with timely, accurate, and actionable information for investor communications and reporting.
Support semi-annual portfolio company valuations by liaising among portfolio companies, MIMTA’s internal valuation team, and independent third-party valuation providers.
Coordinate collection, validation, and delivery of financial and operational information for valuation activities.
Partner with portfolio companies to enhance reporting processes, standardize data, and improve information quality, consistency, and accuracy.