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Portfolio Operations Manager
Portfolio Operations ManagerMainshares • Austin, TX, United States
Portfolio Operations Manager

Portfolio Operations Manager

Mainshares • Austin, TX, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

We're currently in the midst of the largest wealth transfer in history - an estimated $11T of baby-boomer owned businesses are set to change hands this decade.

Mainshares backs the next generation of operators transferring into the owners' seats. We work with them to identify business opportunities, connect them with SMB investors and help them manage their acquisitions.

We're on a mission to ensure the future of America's small business economy. We believe in its importance for creating wealth and building prospering communities.

About the Role

We're looking to grow our platform operations team. This team is responsible for supporting the entrepreneurs acquiring and operating small businesses. This role involves a mix of financial operations, customer success and strategic consulting. Success is measured by the performance of businesses on the Mainshares platform. The ideal candidate has a background in management consulting or private equity.

Responsibilities

  • Manage onboarding of SMBs to our shareholder management platform, reviewing subscription docs, auditing cap tables, and providing a white-glove experience to shareholders.
  • Ensure monthly and quarterly financial reports, investor updates, and distributions are made correctly and promptly, serving as the point of contact for any shareholder.
  • Run point on one-off consulting projects for our network companies, ranging from vendor identification & selection to working capital analysis.
  • Manage our ecosystem of SMB service providers, ensuring that we are able to meet the needs of our network companies.

Requirements

  • Minimum of 3 years of experience in investment banking, management consulting or private equity.
  • You've been part of due diligence sprints on M&A transactions, comfortable with navigating data rooms, financial models and transaction documents.
  • You have a strong understanding of finance, capable of managing cap tables, running valuations, and reporting on key performance metrics.
  • You are detail-oriented and capable of multi-tasking across multiple work streams in parallel : you thrive with staying on top of plans and to-do lists, keeping everything moving forward.
  • You've navigated working with external stakeholders, such as LPs, co-sponsors or executive teams.
  • You are driven by mission and are more hardcore than most folks you've worked with.
  • You are fine with some work travel (1-2x / month).

    • Nice-to-Haves

  • Experience going from zero-to-one on tech-enabled service offerings.
  • Exposure to small business ownership.
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