The Brydon Group · 23 hours ago
Portfolio Operations Team - Associate
The Brydon Group is a Washington D.C.-based private equity firm that partners with outstanding mid-career executives to acquire business-to-business, business-to-government, and healthcare software and services businesses. As a Portfolio Operations Associate, you will support value creation across Brydon’s portfolio companies, focusing on cross-portfolio initiatives, portfolio company support, and firm-building activities.
FinanceFinancial ServicesProfessional Services
Responsibilities
Value Creation Planning: Support the development and tracking of value creation plans across portfolio companies
Annual Budgeting & Strategic Planning: Work with portfolio company leadership to establish annual budgets, KPIs, and strategic priorities
Operational Benchmarking: Collect, analyze, and report on key financial and operational metrics across the portfolio to drive performance improvement. Manage cross-portfolio analytics, including overall model, data flows, and regular insights
3rd party network: Develop relationships with external providers and operating partners to support specific functional areas
Shared Best Practices: Develop and maintain playbooks, case studies, and frameworks to institutionalize learnings and accelerate growth
You are a skilled problem solver who can leverage your experience to lead a range of projects in support of portfolio companies’ growth objectives. This may include analysis, data gathering across internal and external data platforms, benchmarking, facilitating working sessions or workshops, synthesizing, and preparing presentation materials. Across projects, you will codify analyses, findings, and case examples, creating small “playbooks” and replicable initiatives
You will operate with a high degree of autonomy and will be given significant responsibility from the start, including interfacing directly with PortCo leadership to support their initiatives and data-driven decision-making, working closely with CEOs, CFOs, CROs, Chiefs of Staff, and interns as applicable. You will have strong project and program management skills, structuring and managing timelines and output and preparing timely and transparent updates
Example projects could include:
Marketing & Sales Enablement: Help analyze and develop lead generation, pricing strategy, digital marketing, CRM optimization, and sales process improvements for select portfolio companies
Process Improvement: Identify and implement operational efficiencies in finance, customer success, and other critical areas
Interim Support: Step in as needed to 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. Be a flexible problem solver who can dive into any area where additional support is needed. Continually innovate in the portfolio and for ongoing improvement within Portfolio Operations team
Qualification
Required
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
Willing to roll up his/her sleeves to help executives drive results
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
Ability to thrive in an entrepreneurial environment and high expectations
Extremely proficient in Microsoft Excel and Microsoft PowerPoint
Ability to travel occasionally for on-site portfolio company support company events
Preferred
MBA preferred but not required
Experience with small businesses, founder-led companies, or PE-backed firms is a plus
Benefits
Paid holidays
Health insurance
401(k) retirement benefits
Company
The Brydon Group
The Brydon Group is a financial services company that partners with entrepreneurs to acquire small businesses.
Funding
Current Stage
Early StageRecent News
2026-01-20
2025-12-09
2025-11-12
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