Portfolio Manager
KCG SearchNewport Beach, CA, US23 hours ago
Job type
- Full-time
Job descriptionImplement standardized performance reporting across all subsidiaries (weekly / monthly KPIs). Work with each GM to define measurable operational goals (revenue, backlog, efficiency, net income). Create dashboards to monitor production throughput, job profitability, and financial health. Establish checks and balances across finance, operations, and HR for transparency and accountability. Conduct regular reviews and performance audits to flag issues early and propose corrective actions. Support and guide operation managers in running their business units directly from the P&L. Develop and maintain backup plans for key roles across operating companies to mitigate risk. Identify critical employees and design step-in or cross-training plans to ensure business continuity. Partner with HR to document key processes and institutional knowledge transfer. Advise leadership on talent pipeline gaps and succession readiness. Apply NorthStrive’s GAGE governance framework to all operating companies. Draft SOPs and internal policy documentation for consistent management practices. Ensure operatimg reporting and approvals align with board oversight and audit requirements. Provide concise weekly summaries on M&A status, operational KPIs, and risk flags. Collaborate directly with the Chairman, CFO, and GMs on execution priorities. Prepare materials and presentations for board meetings and strategic reviews. Bachelor's Degree in Business or related field Excellent organizational and communication skills Working knowledge of portfolio integration steps Private Equity experience
Job Description
Growing Private Equity firm seeks a talented Portfolio Integration Specialist to manage lifecycle growth and development of acquired assets.
Responsibilities Include :
M&A Deal Management
- Build and maintain a live M&A tracker (Asana, Monday.com, Airtable, etc.) to manage deadlines and deliverables.
- Coordinate due diligence activities and document flow between internal and external teams.
- Track deal milestones — LOIs, audits, closings, escrow, and integration timelines.
- Support post-closing integration by developing operational handoff plans and progress reports.
Operational Oversight & Performance
Succession & Backup Planning
Governance & Compliance
Reporting & Communication
Requirements :
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Portfolio Manager • Newport Beach, CA, US
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