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Private Equity Portfolio Operations Jobs (NOW HIRING)

FM

Private Equity-Director

Boston, MA

$138K - $198K/yr

... portfolio. The role will closely work with investment operations, legal, tax and other support ... Externally managed private equity portfolio construction * Work with portfolio management ...

FM

Private Equity-Director

Boston, MA · On-site

$138K/yr

... portfolio. The role will closely work with investment operations, legal, tax and other support ... Externally managed private equity portfolio construction * Work with portfolio management ...

All World Management

Private Equity Analyst

Dallas, TX · On-site

$50K - $80K/yr

Private Equity Analyst About the Role We are looking for a highly analytical Private Equity Analyst ... portfolio operations, and strategic initiatives that would be split across multiple roles at a ...

Alan Biller

Private Equity Analyst

Menlo Park, CA · On-site

$175K - $200K/yr

They sit in on our Investment and Portfolio Review Committees and are actively involved in restructuring private equity portfolios including secondary sales. Responsibilities: * Identify new and ...

Alan Biller

Private Equity Analyst

Menlo Park, CA · On-site

They sit in on our Investment and Portfolio Review Committees and are actively involved in restructuring private equity portfolios including secondary sales. Responsibilities: * Identify new and ...

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Private Equity Portfolio Operations information

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$31.5K

$77.3K

$136.5K

How much do private equity portfolio operations jobs pay per year?

As of Jun 14, 2026, the average yearly pay for private equity portfolio operations in the United States is $77,254.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $102,500.00 per year, depending on experience, location, and employer.

What are the main challenges faced by professionals working in Private Equity Portfolio Operations, and how can they overcome them?

Professionals in Private Equity Portfolio Operations often encounter challenges such as driving operational improvements across diverse portfolio companies, aligning different management teams with strategic goals, and managing multiple projects simultaneously. Success in this role requires strong analytical skills, adaptability, and effective communication, as you will collaborate closely with both investment teams and company executives. Building trust with portfolio company leadership and prioritizing initiatives based on impact can help overcome these challenges, leading to measurable value creation and enhanced portfolio performance.

What are Private Equity Portfolio Operations?

Private Equity Portfolio Operations refers to the team or function within a private equity firm that works directly with portfolio companies to improve their performance and maximize value creation post-investment. These professionals help implement operational improvements, drive growth initiatives, optimize costs, and support management teams in executing strategic plans. Their goal is to enhance financial and operational outcomes, making portfolio companies more valuable before exit. Portfolio operations teams often have deep expertise in areas like strategy, finance, supply chain, and digital transformation.

What are the key skills and qualifications needed to thrive in Private Equity Portfolio Operations, and why are they important?

To excel in Private Equity Portfolio Operations, you need strong analytical abilities, financial modeling expertise, and a solid understanding of business strategy, often supported by an MBA or relevant finance degree. Familiarity with tools like Excel, financial reporting systems, and performance tracking software is crucial. Outstanding communication, project management, and relationship-building skills help drive operational improvements and align stakeholders. These competencies are vital for enhancing portfolio company value and ensuring successful investment outcomes.

What is the difference between Private Equity Portfolio Operations vs Private Equity Analyst?

AspectPrivate Equity Portfolio OperationsPrivate Equity Analyst
Primary FocusManaging portfolio company operations, improving performance, and value creationConducting financial analysis, due diligence, and supporting deal sourcing
Required SkillsOperational expertise, strategic planning, industry knowledgeFinancial modeling, market research, valuation skills
Work EnvironmentHands-on with portfolio companies, often in operations or management teamsOffice-based, research, and analysis-focused
Typical EmployerPrivate equity firms, portfolio companiesPrivate equity firms, investment banks, consulting firms

Private Equity Portfolio Operations roles focus on actively managing and improving portfolio companies' performance, requiring operational expertise. In contrast, Private Equity Analysts primarily conduct financial analysis and support deal processes. Both roles are integral to private equity firms but differ in daily responsibilities and skill sets.

More about Private Equity Portfolio Operations jobs
What cities are hiring for Private Equity Portfolio Operations jobs? Cities with the most Private Equity Portfolio Operations job openings:
What states have the most Private Equity Portfolio Operations jobs? States with the most job openings for Private Equity Portfolio Operations jobs include:
What job categories do people searching Private Equity Portfolio Operations jobs look for? The top searched job categories for Private Equity Portfolio Operations jobs are:
Private Equity Portfolio Operations jobs near you
Private Equity Portfolio Manager

Private Equity Portfolio Manager

Willis Towers Watson (WTW)

Manhattan, NY

$175K - $275K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Willis Towers Watson rating

8.2

Company rating: 8.2 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

49th of 138 rated financial services

Job description

The WTW Alternative Asset Insurance Solutions (AAIS) group provides a full spectrum of commercial insurance, employee benefits and transactional services for private equity firms and their portfolio companies. The AAIS engagement with a client begins with due diligence support in evaluating the costs, liabilities and exposures of potential acquisitions. After close, WTW manages the portfolio company's insurance program through the private equity firm's hold period and beyond. This senior level position supports AAIS Producers by overseeing the entire lifecycle of a portfolio company from initial engagement, conversion of the portfolio company to a WTW client, management of the portfolio company programs post-closing, and supporting post-closing placement and ongoing operational needs. This senior level role is critical to the stewardship of our key private equity relationships.

The Role - Private Equity Portfolio Manager  

  • Support our AAIS team in overseeing and managing key private equity client and prospect relationships. 
  • Manage transition of target company from initial engagement through M&A due diligence and transaction close, ensuring a smooth transition at each step.
  • Responsible for liaising with WTW service teams to ensure the implementation of the portfolio strategy post-closing including adherence to a culture of responsiveness and high-caliber deliverables.
  • Ensure continuous support and stewardship of key private equity clients including monitoring portfolio company renewals, large claims, integration of add on deals, material changes in business and annual stewardship reporting.
  • Monitor, aggregate, and present data analytics information internally and externally to meet accountability requirements of our private equity clients.
  • Provide recommendations on products and services relevant to our private equity clients and drive new business opportunities for portfolio companies not already clients of WTW
  • Ensure that client engagement, contract formation and service delivery processes are fully compliant with Group policies across all territorial, legal and regulatory domains
  • Serve as a strong role model and influence on others for best Client Advocate practices

The Requirements

  • At least 7+ years' client management and/or insurance brokering experience, preferably from an industry-leading insurance broker.
  • Demonstrable and current in-depth knowledge and understanding of the Private Equity sector and industries in which these clients invest, including the main products & services produced and processes used to support transactions, transition, and ongoing service needs
  • Bachelor's Degree
  • Ability to communicate professionally (verbal & written) with strong interpersonal skills including commitment to a team environment and collaboration.  
  • Self-motivated with the ability to work within a fast-paced, dynamic environment where superior time-management, organization, and prioritization skills are essential
  • Holds, or is working towards, an appropriate professional designation (e.g. CPCU, ARM); valid Broker license essential
  • The candidate must have a proficient working knowledge of Microsoft Office systems

  • Previous managerial or leadership experience in a client-facing mandate would be highly advantageous

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.

Compensation

The base salary compensation range being offered for this role is $175,000- $275,000 USD per year. This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

  • Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
  • Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
  • Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). 

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in- office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications qualifications/experience, performance in the role and potential for revenue generation (Producer roles only)

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

Compensation and Benefits 

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). 
Company Benefits 
WTW provides a competitive benefit package which includes the following (eligibility requirements apply): 

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) 

Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State or remote only) 

Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).  

We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@willistowerswatson.com. 

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

EOE, including disability/vets

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

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