Logo
Connect Search, LLC

Senior Associate | PE Portfolio Optimization

Connect Search, LLC, Miami

Save Job

Rising Miami-based private equity firm focused on middle market/lower middle market hiring Senior Associate for Portfolio Optimization team to support ongoing acquisition activity and the current investment portfolio.


Keys to an interview: Senior Associate | Private Equity Portfolio Optimization

  • At least 3-4 (or more) years' public accounting experience
  • CPA preferred
  • Interest and/or experience in the Private Equity industry, a plus


Key responsibilities: Senior Associate | Private Equity Portfolio Optimization

  • Provide critical support to deal team throughout the investment lifecycle, including buy-side due diligence, post-acquisition integration, and divestiture execution.
  • Collaborate with portfolio company executive leadership teams to drive scalable growth by applying deep expertise in technical accounting, financial reporting, and strategic decision-making
  • Oversee the analysis of daily, weekly, and monthly financial reports from portfolio companies to ensure alignment with budgetary objectives.
  • Continuously monitor and optimize working capital management across portfolio companies.
  • Develop and implement advanced tools to capture precise, real-time financial data, enhancing strategic decision-making.
  • Drive operational excellence by conducting in-depth financial audits, fostering strong relationships, and maintaining expertise in industry sector trends.
  • Contribute to the formulation and execution of key strategic initiatives that drive long-term value creation.
  • Identify and capitalize on opportunities to strategically position portfolio companies for successful exits.