Associate, Portfolio Company Value Creation, Opportunistic Credit
Core
Architecting value creation plans and leading implementation of operational, financial, and strategic initiatives for portfolio companies in distressed or special situations, with a core focus on AI-driven transformation and data enablement.
Role type
Associate, Portfolio Optimization (Value Creation)
Builds
Value creation plans, KPI frameworks, business intelligence dashboards, and AI-enabled operating workflows for portfolio companies.
Domain
Alternative Investment / Opportunistic Credit / Private Equity
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Business intelligence tooling (Power BI, Tableau, Looker), KPI framework design, AI tooling landscape knowledge (LLMs, workflow automation), Advanced Excel and PowerPoint, Data-driven decision-making implementation, Change management, Operational strategy execution
Preferred skills
MBA, Experience in management consulting or investment banking, Experience in operating roles at technology-enabled companies, Hands-on implementation of AI/automation use cases
Technologies
Power BI, Tableau, Looker, LLM-based applications, Workflow automation solutions, Analytics platforms
Responsibilities
Partner with investment professionals to develop value creation plans aligned to investment theses; Design and implement KPI frameworks tied to enterprise value; Identify and prioritize tech-enabled and AI-driven use cases for portfolio companies; Pilot, refine, and scale AI applications (e.g., workflow automation, sales enablement, forecasting); Ensure initiatives have clear accountability and measurable impact.
Seniority
Associate, 2-3 years experience, hands-on IC builder
