Associate, Portfolio Operations

Posted 9 Days Ago
Be an Early Applicant
Raleigh, NC
Mid level
Financial Services
The Role
The Senior Associate, Portfolio Operations will provide financial modeling and accounting support, enhance financial processes, analyze portfolio performance, and develop strategic plans for investment maximization. Responsibilities include collaborating with leadership to manage budgets, forecasts, and KPIs while optimizing internal controls and processes.
Summary Generated by Built In

Company Description

Tiverton is an investment firm exclusively focused on the food and production agriculture sector. The firm oversees $2.0+ billion of assets across debt and equity strategies in the US. The team combines deep agricultural operating experience and financial professionals to provide tailored, long-term capital solutions to the space. For more information, please visit www.tiverton.ag.

Job Description

Tiverton is seeking a proactive and resourceful Senior Associate, Portfolio Operations, who can provide the highest quality financial modeling and accounting acumen for Tiverton and its related portfolio companies. This position will be an integral part of bridging deal execution and management oversight with operational excellence. The ideal candidate will be a problem solver who is hands-on, capable of summarizing key data, and effective communicator. They should possess the drive and skills to develop strategic frameworks, identify business improvement opportunities, and implement solutions with stakeholder buy-in. The successful Senior Associate, Portfolio Operations, will be self-motivated and energized by working with a group of thoughtful, smart, and skilled colleagues.

  • Partner with the portfolio company senior leadership to build out best-in-class accounting and financial processes including the monthly close process and financial statement reporting
  • Monitor working capital, credit facilities and cash management, including a rolling 13-week cash forecast
  • Collaborate with deal teams and portfolio company senior leadership to develop an annual budget, forecast, actuals-to-budget with variance analysis and commentary
  • Conduct in-depth analysis of portfolio company performance identifying areas for improvement and growth opportunities
  • Develop various industry leading KPIs, dashboards, other metrics for board presentations
  • Partner with senior leadership to develop and implement of strategic plans to maximize investment returns
  • Co-lead key strategic value creation ideas, post-acquisition synergies, and capital expenditures optimization
  • Develop and participate in portfolio companies process optimization, system implementation, and internal control projects/enhancements 

Qualifications

  • Bachelor’s degree in accounting, finance, economics, business, or other related majors
  • A minimum of 3+ years’ experience in public accounting, financial analysis, or a consulting role and minimum GPA of 3.5 from a top tier university
  • CPA and Agriculture expertise preferred, but not required
  • Strong quantitative and analytical capabilities coupled with excellent verbal and written communication skills
  • Dedicated work ethic, commitment to enhancing the team, and problem-solving skills
  • Entrepreneurial attitude and desire to work for a dynamic and successful organization
  • Awareness of the mechanics of financial statements and enterprise value in the private equity context
  • A willingness to travel, as needed (potential to be up to 50%)

Additional Information

  • Competitive compensation package with eligibility for an annual bonus based on individual and Company performance
  • Generous PTO and paid holiday policy
  • Benefits package including Healthcare, Dental, Vision, Group Life Insurance, and 401(k)
The Company
HQ: Raleigh, NC
19 Employees
On-site Workplace
Year Founded: 2013

What We Do

Tiverton is an agricultural asset manager managed by farmers and financiers.

We are passionate about Advancing Ag - Financially, Agronomically & Environmentally.

We partner with and invest in production agriculture businesses and professionals throughout the Ag value chain

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