Vice President, Portfolio Management

Vice President, Portfolio Management

Summary/objective

The Vice President, Portfolio Management plays a strategic leadership role in overseeing investment portfolios, driving acquisition strategies and initiatives, and ensuring seamless integration of acquired businesses. The VP is responsible for overseeing the financial and operational performance of portfolio companies while identifying strategic opportunities for growth.

Core Job Duties

M&A Strategy & Portfolio Oversight

• Develop and execute acquisition strategies aligned with business growth objectives.
• Manage and optimize the performance of portfolio companies within the HCM sector.
• Conduct financial modeling, risk assessments, and valuation analyses for potential acquisitions.
• Oversee post-merger integration, ensuring operational efficiency and cultural alignment.

Financial Services Representative (FSR)

• Provide financial guidance and investment strategies to stakeholders within portfolio companies.
• Assess financial risks and recommend solutions to optimize profitability.
• Ensure compliance with financial regulations and industry standards.
• Collaborate with banking and investment partners to secure funding for acquisitions.

Regional Vice President (RVP)

• Lead regional business operations, ensuring alignment with corporate objectives.
• Drive revenue growth and market expansion within assigned territories.
• Manage relationships with key clients, partners, and stakeholders.
• Oversee regional financial performance, budgeting, and forecasting.

Minimum Qualifications

• Bachelor's or Master's degree in Finance, Business Administration, or a related field.
• Extensive experience in M&A, investment banking, or private equity, preferably within the HCM industry.
• Strong ability to lead cross-functional teams and drive strategic initiatives.
• Expertise in financial modeling, valuation, and risk assessment.
• Excellent interpersonal skills for engaging with stakeholders and negotiating deals.
• Proven effective planning and priority setting amidst managing multiple complex projects

Current Openings for Vice President, Portfolio Management Jobs in buffalo, New York (NY) at isolved

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