Sitreps
Charlotte, United States | Posted on 11/26/2025
Role: Operations Associate (Private Equity)
Location: Charlotte, NC
Compensation: ~$200,000 - $300,000 + Carry
About the Role
This role sits at the intersection of operations, finance, and value creation. You’ll work directly with the investment teams as an operating partner to evaluate deals, build operating models, support portfolio company initiatives, and drive post-close execution. It’s a hands-on role for someone who wants exposure to both transactions and operational improvements—not just building decks. You’ll spend your time analyzing performance, identifying levers, and helping operators execute the plan. Key Responsibilities
Support deal evaluation through financial modeling, due diligence, and market analysis Build and track value-creation plans across portfolio companies Analyze KPI trends, unit economics, and operational performance to identify improvement opportunities Partner with management teams to support execution on pricing, cost initiatives, process fixes, and reporting upgrades Build dashboards, operating models, and post-close integration workflows Assist in underwriting new opportunities, including industry research and sensitivity analysis Maintain tight communication between deal team, operators, and portfolio leadership Prepare clear, concise updates and presentations for internal and external stakeholders Qualifications
Strong financial and analytical foundation (banking, consulting, PE, or corporate development) Experience with transactions, modeling, and due diligence Ability to work cross-functionally with operators, finance teams, and executives Clear communicator with the ability to simplify complex information Comfortable diving into data, asking questions, and proposing solutions Detail-oriented with high ownership, urgency, and follow-through High capacity and able to manage multiple initiatives simultaneously Familiarity with lower-middle-market businesses is a plus Bachelor’s degree required; MBA not required Additional: Travel to portfolio companies as needed Schedule: Full-time, primarily in-person with some flexibility
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This role sits at the intersection of operations, finance, and value creation. You’ll work directly with the investment teams as an operating partner to evaluate deals, build operating models, support portfolio company initiatives, and drive post-close execution. It’s a hands-on role for someone who wants exposure to both transactions and operational improvements—not just building decks. You’ll spend your time analyzing performance, identifying levers, and helping operators execute the plan. Key Responsibilities
Support deal evaluation through financial modeling, due diligence, and market analysis Build and track value-creation plans across portfolio companies Analyze KPI trends, unit economics, and operational performance to identify improvement opportunities Partner with management teams to support execution on pricing, cost initiatives, process fixes, and reporting upgrades Build dashboards, operating models, and post-close integration workflows Assist in underwriting new opportunities, including industry research and sensitivity analysis Maintain tight communication between deal team, operators, and portfolio leadership Prepare clear, concise updates and presentations for internal and external stakeholders Qualifications
Strong financial and analytical foundation (banking, consulting, PE, or corporate development) Experience with transactions, modeling, and due diligence Ability to work cross-functionally with operators, finance teams, and executives Clear communicator with the ability to simplify complex information Comfortable diving into data, asking questions, and proposing solutions Detail-oriented with high ownership, urgency, and follow-through High capacity and able to manage multiple initiatives simultaneously Familiarity with lower-middle-market businesses is a plus Bachelor’s degree required; MBA not required Additional: Travel to portfolio companies as needed Schedule: Full-time, primarily in-person with some flexibility
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