PE Operating Partner

Sitreps•Charlotte, NC

14d•$200,000 - $300,000•Onsite

About The Position

This role sits at the intersection of operations, finance, and value creation. You’ll work directly with the investment teams as an operating partner to evaluate deals, build operating models, support portfolio company initiatives, and drive post -close execution. It’s a hands -on role for someone who wants exposure to both transactions and operational improvements—not just building decks. You’ll spend your time analyzing performance, identifying levers, and helping operators execute the plan.

Requirements

Strong financial and analytical foundation (banking, consulting, PE, or corporate development)
Experience with transactions, modeling, and due diligence
Ability to work cross -functionally with operators, finance teams, and executives
Clear communicator with the ability to simplify complex information
Comfortable diving into data, asking questions, and proposing solutions
Detail -oriented with high ownership, urgency, and follow -through
High capacity and able to manage multiple initiatives simultaneously
Bachelor’s degree required; MBA not required

Nice To Haves

Familiarity with lower -middle -market businesses is a plus

Responsibilities

Support deal evaluation through financial modeling, due diligence, and market analysis
Build and track value -creation plans across portfolio companies
Analyze KPI trends, unit economics, and operational performance to identify improvement opportunities
Partner with management teams to support execution on pricing, cost initiatives, process fixes, and reporting upgrades
Build dashboards, operating models, and post -close integration workflows
Assist in underwriting new opportunities, including industry research and sensitivity analysis
Maintain tight communication between deal team, operators, and portfolio leadership
Prepare clear, concise updates and presentations for internal and external stakeholders