Blackford Capital · 1 day ago
Senior Analyst / Analyst - Portfolio Operations
Blackford Capital is seeking a Senior Analyst to join the Portfolio Operations team. The Senior Analyst will help execute post-close 100-day integration plans, financial analysis and portfolio performance monitoring, operational improvements, and project execution.
Venture Capital & Private Equity
Responsibilities
Execute gathering, tracking, and analyzing monthly financial reporting packages, KPIs, and operational data across the portfolio companies
Partner with portfolio company management teams to execute 100-day integration plans, onboarding and implementation of Blackford processes (Example: Implementation of standardized monthly financial reporting package, Board mobilization and onboarding), value creation playbooks and workshops, and ongoing operational improvement efforts (Example: indirect procurement spend analysis and implementation)
Coordinate data collection, benchmarking, financial updates, and content preparation related to portfolio company annual operating plans, C-Suite summits, and investor conferences
Collaborate and partner with the internal Blackford team (e.g., Leadership Team, Deal Team, Investor Relations Team, Operating Partners) to execute cross-functional Portfolio Operations processes, such as investor requests and LP reports
Participate in and lead key internal Blackford portfolio company review meeting updates
Conduct market, competitor, and operational research to support new initiatives and strategic reviews
Maintain and improve internal Blackford processes, playbooks, and tools used by the Portfolio Operations team
Qualification
Required
3 – 5 years' experience in private equity, management consulting, corporate development or strategic planning
Bachelor's degree required in finance or accounting, with strong academic performance
Strong financial planning, reporting, and analysis experience; understanding of financial statements and 13-week cash flow forecasting
Experience building relationships and presenting to Executive Leadership Teams
Experience leading projects to improve financial or operational performance within an organization, such as re-designing back-office processes, streamlining operational costs, implementing new systems, or redesigning operating models
Knowledge of business growth strategy and the risk/return characteristics of private equity investment opportunities
Highly analytical and quantitative capabilities; familiarity with financial statements
Strong interpersonal, communication, and collaboration skills
Adaptable and comfortable working in an entrepreneurial, fast-paced environment
Strong proficiency in Excel, PowerPoint, PowerBi / Tableau, and data analytics
Bachelor's (Required)
Finance: 2 years (Required)
Preferred
Prior experience in manufacturing, industrials, or business services preferred
Analysis skills: 2 years (Preferred)
Microsoft Excel: 2 years (Preferred)
Benefits
Competitive base salary, commensurate with experience
Performance-based bonus eligibility
401(k) with employer match
Eligibility for long-term incentive or participation in firm-level success (as applicable)
Paid parking
Generous paid time off and paid holidays
Professional development and growth opportunities
Employer provided health, dental, and vision insurance with 90% employer covered premium