(Sr.) Manager, Portfolio Reporting & Operations
Palo Alto, CA 
Share
Posted Today
Job Description

Our client, a private equity firm in the Bay Area,is hiring a (Sr.) Manager, Portfolio Reporting & Operations. This is a new position that will partner with the investment team and leadersat their portfolio companies in order to provide the financial information needed to make investment decisions. The company's portfolio companies range in size from the low millions to multiple billion dollar technology companies, so this person will have exposure to a wide range of companies.

In addition to partnering with the leadership and the portfolio companies, this person will work cross-functionally with internal leaders. There is a high demand for this person and the ability for this person to shape the future of this team.

Successful candidates will be self-starters who can gather financial data and slice and dice this information to provide valuable insight to the investment team. Those with a service mentality and the ability to work with and influence multiple stakeholders, will be the most successful. This person needs to be proactive, confident, and able to connect with business partners (both on the investment team and at portfolio companies) easily. Strong financial statement knowledge and Excel skills are also required.

Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Vaco believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure: $175,000-$250,000 + bonus.

Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco's HR Notice at Collection for California Applicants and Employees .
  • Virginia residents may access our state specific policies .
  • Residents of all other states may access our policies .
  • Canadian residents may access our policies in English and in French .
  • Residents of countries governed by GDPR may access our policies .
Pay Transparency Notice

Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:

  • the individual's skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Salary and Benefits
$ 200000.00-$250000.00 year
Required Experience
Open
Email this Job to Yourself or a Friend
Indicates required fields