Portfolio Operations Associate, BVP Forge
About The Position
Bessemer Venture Partners is a global venture firm that partners with audacious founders building enduring and transformative businesses. With more than 145 IPOs and 300 portfolio companies across AI, health, consumer, enterprise, and frontier tech, Bessemer supports founders and CEOs from their early days through every stage of growth. Bessemer’s global portfolio includes Anthropic, Perplexity, Abridge, Canva, Pinterest, Shopify, Twilio, Yelp, LinkedIn, PagerDuty, Discord, Fal AI, Stubhub, and Toast and has $20 billion of assets under management. Portfolio Operations Associate, BVP Forge Location: Redwood City, CA or New York City, NY About BVP Forge BVP Forge is a private equity firm for growth-oriented, self-sustaining software-enabled and services businesses paired with access to the Bessemer Venture Partners platform. BVP Forge combines BVP's front-line industry insights, proven growth IP, and legendary executive network with tailored resources for self-sustaining companies and ForgeEdge™ strategic resources. Mission-driven teams gain an ally who values their expertise, respects their legacy, and supports them to build a winning culture and business that withstands the test of time. BVP Forge recently announced a $1B oversubscribed fund two and invests in partnership with the $20B+ BVP venture platform that has backed industry-defining businesses such as LinkedIn, MindBody, PagerDuty, Procore, ServiceTitan, Shopify, Toast, and Twilio. The Role BVP Forge is seeking a Portfolio Operations Associate reporting directly to the firm's Operating Partners to drive execution and accountability of value creation initiatives (VCIs) across our portfolio companies. In this role, you will be the operational backbone of our post-close value creation engine—owning post-merger integration (PMI) plans, tracking KPIs against targets, driving cross-functional accountability, and ensuring our portfolio companies execute on the initiatives that matter most. You will work shoulder-to-shoulder with Operating Partners and portfolio company leadership teams to translate investment theses into measurable operational outcomes. This is a unique opportunity to gain deep exposure to the full private equity value creation lifecycle—from Day 1 readiness through exit—while building the muscle and credibility to operate at the highest levels of technology, finance and operations. This role is ideal for someone who thrives at the intersection of strategy and execution: a disciplined project leader who can hold senior operators accountable, synthesize complex workstreams into clear status updates, and ensure nothing falls through the cracks.
Requirements
- 2–4 years of experience in management consulting on the execution/operations/implementations side (ideally MBB or top-tier strategy firms) or portfolio/platform operations at a private equity firm.
- Exceptional project management skills with demonstrated ability to drive complex, multi-stakeholder initiatives to completion on time.
- Strong analytical and problem-solving skills; comfortable working with financial data, operational KPIs, and initiative tracking frameworks.
- Outstanding written and verbal communication; ability to distill complex initiative status into crisp, executive-ready materials.
- High ownership mentality and bias toward action; comfortable holding senior stakeholders accountable and operating with minimal supervision.
- Collaborative and relationship-driven; able to build trust quickly with portfolio company management teams and internal partners.
- Intellectual curiosity about private equity value creation, operational excellence, and vertical software businesses.
Responsibilities
- Own the post-close PMI plan for each new portfolio company or acquisition. Translate the investment thesis and diligence findings into a detailed, time-bound integration and value creation roadmap with clearly assigned owners, milestones, and dependencies. Ensure Day 1 readiness and manage the transition from deal team to operating team.
- Drive ongoing VCI tracking and accountability across portfolio companies. Maintain a rigorous cadence of initiative reviews with Operating Partners and portfolio company management teams. Track progress against plan, flag risks and blockers early, escalate issues, and ensure workstream owners are delivering on commitments.
- Build and maintain KPI dashboards and scorecards. Partner with portfolio company leadership to define the right KPIs for each VCI and the broader operating plan. Create dashboards that provide real-time visibility into initiative progress and operational performance. Ensure data quality and consistency across companies.
- Prepare materials for Operating Partner reviews and board meetings. Synthesize initiative status, KPI trends, and risk/opportunity assessments into clear, executive-ready formats. Coordinate cross-functional workstreams within portfolio companies. Serve as the connective tissue between functional leaders (sales, product, finance, HR) executing on VCIs and the Forge operating team. Assist in coordinating the Forge operating team, monitoring capacity and managing top priorities.
- Serve as a trusted operational partner to portfolio company management teams. Build strong relationships with CEOs, CFOs, and functional leaders. Act as a reliable, responsive point of contact who helps management teams navigate priorities and stay on track.
- Support portfolio company reporting and performance monitoring. Assist with standardizing financial and operational reporting formats and cadences across the portfolio. Facilitate cross-portfolio knowledge sharing. Identify opportunities to connect portfolio company leaders facing similar challenges. Help coordinate functional working groups, peer learning sessions, and best practice sharing across the portfolio.
- Maintain BVP Forge's internal operating tools and workflows. Support the systems used for portfolio monitoring, project management, and collaboration (e.g., dashboards, project trackers, shared repositories). Contribute to playbook and knowledge base development. Document repeatable processes, templates, and lessons learned from VCI execution to build institutional knowledge over time. Support special projects as needed, including portfolio company events (CEO summits, functional workshops), market research, and ad hoc strategic analyses.
Benefits
- Total target cash compensation is $250,000 OTE, which includes a target base salary range of $165,000–$180,000. The annual performance bonus is tied to individual performance metrics
- Comprehensive medical, dental, and vision insurance
- Life insurance and disability insurance
- Health and wellness programs, including a family planning allowance via Carrot
- Generous PTO and company holidays
- Parental leave support via Cocoon
- Work from home allowance
- In-office perks: provided lunches, snacks, and beverages; business casual attire
- 401(k) retirement savings plan
- Continuous training sessions led by subject matter experts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
