The Avery Point Group, Inc - Executive Search Catalysts for Change
Managing Director of Portfolio Operations (Fairfield County)
The Avery Point Group, Inc - Executive Search Catalysts for Change, Southport, Connecticut, us, 06890
Managing Director Portfolio Operations
Private Equity Confidential | Southwestern CT (On- Site)
Why you should be interested in this role: This Managing Director of Portfolio Operations role represents a rare opportunity to sit at the center of value realization within a private equity platform focused on middle-market businesses. Rather than serving as an advisor from the sidelines, this role is designed for a hands-on operator who wants direct ownership of earnings improvement, operational transformation, and measurable value creation across a diverse portfolio.
You will work closely with investment leadership to translate investment theses into actionable operating plans and then ensure those plans are executed with discipline and accountability throughout the hold period. This role offers meaningful influence over portfolio priorities, access to senior decision-makers, and the opportunity to shape how value creation is defined, measured, and delivered.
If you thrive in fast-moving environments, enjoy solving complex business problems, and want your work to directly impact enterprise value, this role provides both scope and substance. As the platform grows, so does the opportunity to build a scalable value creation engine and leave a lasting imprint on the firms operating model.
ROLE CTQs (Critical to Quality): Bachelors degree in Business, Finance, Engineering, or a related field MBA or other advanced degree strongly preferred 1015 years of experience driving operational improvement and earnings growth across multiple middle-market businesses Minimum of 5+ years leading teams and managing complex, cross-functional initiatives i n a portfolio operations role Proven track record in turnarounds, performance improvement, and execution under pressure Strong analytical capabilities with the ability to translate data into clear priorities and actions Experience working closely with private equity investors, management teams, and external operating partners Must be authorized to work in the U.S. without employer sponsorship
Company: Confidential Position: Managing Director of Portfolio Operations Industry: Private Equity Location: Fiarfield County CT Reporting: Investment Leadership / Senior Management Compensation: Highly competitive base compensation with performance-based annual incentives and Equity Relocation: Considered for exceptional candidates
Company Profile: Our client is a private equity firm investing in U.S. middle-market companies. The firm partners closely with management teams to unlock value through operational improvement, disciplined execution, and rigorous performance management. Value creation is treated as a core capabilitynot a support function and is embedded directly into the investment lifecycle.
Position Description and Responsibilities: The Managing Director of Portfolio Operations is a senior leadership role responsible for driving earnings growth and operational transformation across the portfolio. This position works in close partnership with investment professionals to define priorities, allocate resources, and ensure value creation initiatives are executed effectively and measured rigorously. Key responsibilities include: Developing and leading tailored value creation plans aligned with investment theses Identifying operational, commercial, and financial value drivers using data-driven diagnostics Prioritizing initiatives that deliver sustainable EBITDA improvement during the hold period Providing hands-on operational support to management teams, particularly in underperforming or turnaround situations Establishing and maintaining performance tracking systems to monitor progress against KPIs Allocating value creation resources across portfolio companies based on risk, opportunity, and timing Collaborating closely with deal teams, restructuring resources, and operating partners Overseeing external advisors and service providers while retaining strategic ownership internally Ensuring initiatives move beyond planning into disciplined execution with clear accountability
Position Critical to Quality + Success (CTQ+S): Technical / Experience Requirements: Demonstrated success translating strategy into execution in complex operating environments Deep understanding of middle-market operating realities and constraint-based decision-making Strong project and program management discipline Ability to diagnose performance gaps and lead cross-functional improvement efforts Experience building and scaling performance management and reporting systems Comfort operating across multiple portfolio companies simultaneously
Position Critical to Quality + Success (CTQ+S): Leadership / Behavioral Requirements: Strong ownership mindset with a bias toward action and results Credibility with CEOs, boards, and investment professionals Ability to influence without authority and drive alignment across stakeholders Pragmatic, fact-based problem solver who avoids theoretical or cosmetic solutions Direct, clear communicator who holds teams accountable while building trust Comfortable operating in ambiguity, fast timelines, and high-expectation environments Willingness to travel as needed to support portfolio priorities
up to 50% domestically
Private Equity Confidential | Southwestern CT (On- Site)
Why you should be interested in this role: This Managing Director of Portfolio Operations role represents a rare opportunity to sit at the center of value realization within a private equity platform focused on middle-market businesses. Rather than serving as an advisor from the sidelines, this role is designed for a hands-on operator who wants direct ownership of earnings improvement, operational transformation, and measurable value creation across a diverse portfolio.
You will work closely with investment leadership to translate investment theses into actionable operating plans and then ensure those plans are executed with discipline and accountability throughout the hold period. This role offers meaningful influence over portfolio priorities, access to senior decision-makers, and the opportunity to shape how value creation is defined, measured, and delivered.
If you thrive in fast-moving environments, enjoy solving complex business problems, and want your work to directly impact enterprise value, this role provides both scope and substance. As the platform grows, so does the opportunity to build a scalable value creation engine and leave a lasting imprint on the firms operating model.
ROLE CTQs (Critical to Quality): Bachelors degree in Business, Finance, Engineering, or a related field MBA or other advanced degree strongly preferred 1015 years of experience driving operational improvement and earnings growth across multiple middle-market businesses Minimum of 5+ years leading teams and managing complex, cross-functional initiatives i n a portfolio operations role Proven track record in turnarounds, performance improvement, and execution under pressure Strong analytical capabilities with the ability to translate data into clear priorities and actions Experience working closely with private equity investors, management teams, and external operating partners Must be authorized to work in the U.S. without employer sponsorship
Company: Confidential Position: Managing Director of Portfolio Operations Industry: Private Equity Location: Fiarfield County CT Reporting: Investment Leadership / Senior Management Compensation: Highly competitive base compensation with performance-based annual incentives and Equity Relocation: Considered for exceptional candidates
Company Profile: Our client is a private equity firm investing in U.S. middle-market companies. The firm partners closely with management teams to unlock value through operational improvement, disciplined execution, and rigorous performance management. Value creation is treated as a core capabilitynot a support function and is embedded directly into the investment lifecycle.
Position Description and Responsibilities: The Managing Director of Portfolio Operations is a senior leadership role responsible for driving earnings growth and operational transformation across the portfolio. This position works in close partnership with investment professionals to define priorities, allocate resources, and ensure value creation initiatives are executed effectively and measured rigorously. Key responsibilities include: Developing and leading tailored value creation plans aligned with investment theses Identifying operational, commercial, and financial value drivers using data-driven diagnostics Prioritizing initiatives that deliver sustainable EBITDA improvement during the hold period Providing hands-on operational support to management teams, particularly in underperforming or turnaround situations Establishing and maintaining performance tracking systems to monitor progress against KPIs Allocating value creation resources across portfolio companies based on risk, opportunity, and timing Collaborating closely with deal teams, restructuring resources, and operating partners Overseeing external advisors and service providers while retaining strategic ownership internally Ensuring initiatives move beyond planning into disciplined execution with clear accountability
Position Critical to Quality + Success (CTQ+S): Technical / Experience Requirements: Demonstrated success translating strategy into execution in complex operating environments Deep understanding of middle-market operating realities and constraint-based decision-making Strong project and program management discipline Ability to diagnose performance gaps and lead cross-functional improvement efforts Experience building and scaling performance management and reporting systems Comfort operating across multiple portfolio companies simultaneously
Position Critical to Quality + Success (CTQ+S): Leadership / Behavioral Requirements: Strong ownership mindset with a bias toward action and results Credibility with CEOs, boards, and investment professionals Ability to influence without authority and drive alignment across stakeholders Pragmatic, fact-based problem solver who avoids theoretical or cosmetic solutions Direct, clear communicator who holds teams accountable while building trust Comfortable operating in ambiguity, fast timelines, and high-expectation environments Willingness to travel as needed to support portfolio priorities
up to 50% domestically