Director - Portfolio Operations

Current • New York, NY

1d • Hybrid

About The Position

The Director, Portfolio Operations is responsible for improving the financial and operational performance of firms across our portfolio. This role is deployed into priority firms for defined transformation engagements, working directly with firm and regional leadership to diagnose performance issues, develop improvement plans, and drive execution through measurable results. The Director will focus on EBITDA expansion, margin improvement, cash flow, organizational effectiveness, and sustainable operating practices. This is a hands-on transformation role requiring strong financial acumen, structured problem solving, program leadership, and the ability to influence senior stakeholders without direct authority.

Requirements

• 8+ years of experience spanning restructuring, performance improvement, transaction advisory, transformation, or operations leadership.
• Demonstrated experience leading business transformations or turnarounds that produced measurable EBITDA, margin, or working-capital improvement.
• Strong financial acumen and fluency in P&L analysis and operational performance metrics.
• Experience personally leading complex, multi-workstream initiatives from diagnosis through implementation.
• Strong executive presence and ability to influence senior stakeholders without direct authority.
• Bachelor's degree in Business, Finance, Accounting, Economics, Engineering, or a related field.
• Willingness to travel and embed on-site with portfolio firms for extended periods.

Nice To Haves

• Experience with Alvarez & Marsal, AlixPartners, FTI Consulting, Big Four advisory, or a comparable performance-improvement organization.
• Experience in professional services, private equity portfolio operations, or another people-intensive services business.
• Fluency in realization, utilization, leverage, WIP, and working-capital dynamics.
• MBA or other relevant advanced degree.
• Experience with M&A integrations, carve-outs, enterprise technology implementations, or AI-enabled process improvement.

Responsibilities

• Lead transformation, restructuring, and turnaround initiatives within portfolio firms.
• Diagnose root causes of financial and operational underperformance through P&L analysis, operational data, and leadership engagement.
• Develop actionable transformation plans with clear initiatives, owners, milestones, financial targets, and expected benefits.
• Drive implementation from initial diagnostic through execution, benefit realization, and sustained adoption.
• Identify opportunities to improve EBITDA, margins, realization, utilization, staffing leverage, working capital, and cost structure.
• Build and manage integrated workplans, workstreams, milestones, dependencies, risks, and executive reporting.
• Partner closely with Managing Partners, COOs, Regional Leadership, and functional leaders to build alignment and accountability.
• Lead organizational design, right-sizing, process improvement, technology implementation, workforce planning, and operating model initiatives as needed.
• Track realized financial benefits against the transformation business case and intervene when initiatives fall behind.
• Establish operating routines, controls, and performance measures that sustain improvements after an engagement concludes.

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Director