Portfolio Operations Team - Associate

The Brydon Group • Washington, DC

89d

About The Position

As Portfolio Operations Associate at The Brydon Group you will play a pivotal role in supporting a unique and exciting portfolio of growing businesses and talented leaders. The Portfolio Operations team supports value creation across Brydon’s portfolio companies and the ongoing development of strong executive teams within them. Your day-to-day will focus on 3 primary areas: (1) cross-portfolio initiatives, (2) portfolio company support, and (3) firm-building. You will have the opportunity to support individual portfolio companies and CEOs on specific value creation initiatives. This is a generalist role and will involve implementing best practices, driving operational improvements, and supporting growth initiatives. The ideal candidate will have 2-3 years of consulting experience with exposure to operational strategy, financial planning, and revenue growth. You should be comfortable wearing multiple hats and working autonomously in a fast-paced environment. You must be entrepreneurial and comfortable with ambiguity – this is a new role and thus we expect some evolution over time as we grow and shape the role together. This role will be a critical member of the team and will have ample opportunity for growth.

Requirements

• Four-year degree from a top undergraduate institution
• 2-4 years of experience, with formal training in consulting, investment banking and/or private equity roles
• Operating experience in areas of finance, strategy, sales and marketing, and operations
• Strong analytical skills, with the ability to interpret financial and operational data
• High degree of resourcefulness and creativity in problem-solving and finding cost-effective resources
• Self-starter with excellent communication and stakeholder management skills
• Comfort with multitasking and balancing across several workstreams at the same time
• Extremely proficient in Microsoft Excel and Microsoft PowerPoint
• Ability to travel occasionally for on-site portfolio company support company events

Nice To Haves

• MBA preferred but not required
• Experience with small businesses, founder-led companies, or PE-backed firms is a plus

Responsibilities

• Support the development and tracking of value creation plans across portfolio companies
• Work with portfolio company leadership to establish annual budgets, KPIs, and strategic priorities
• Collect, analyze, and report on key financial and operational metrics across the portfolio to drive performance improvement
• Develop relationships with external providers and operating partners to support specific functional areas
• Develop and maintain playbooks, case studies, and frameworks to institutionalize learnings and accelerate growth
• Lead a range of projects in support of portfolio companies’ growth objectives
• Conduct analysis, data gathering, benchmarking, and facilitate working sessions or workshops
• Codify analyses, findings, and case examples, creating small 'playbooks' and replicable initiatives
• Interface directly with PortCo leadership to support their initiatives and data-driven decision-making
• Help analyze and develop lead generation, pricing strategy, digital marketing, CRM optimization, and sales process improvements
• Identify and implement operational efficiencies in finance, customer success, and other critical areas
• Provide short-term operational support or manage special projects at individual companies
• Support other firm-wide initiatives, such as evaluating new technology tools, developing reporting frameworks, or improving internal processes

Benefits

• Paid holidays
• Health insurance
• 401(k) retirement benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree