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1 result for Erpcrm Consultant in Cambridge, MA

Associate, Portfolio Support
  • Boston, MA
  • onsite
  • Permanent
  • 110000.00 - 125000.00 USD / Yearly
  • We are looking for a motivated and detail-oriented Associate to join our Portfolio Support team in Boston, Massachusetts. This role involves collaborating with deal teams, portfolio company leaders, and consultants to drive operational improvements, enhance value creation, and optimize resources across a diverse portfolio. As an Associate, you will contribute to analyzing performance metrics, streamlining processes, and building scalable systems to support the team's growth.<br><br>Responsibilities:<br>• Collaborate with portfolio companies and investment teams to support initiatives in areas such as Responsible Investment and Human Capital.<br>• Conduct analytical projects to align key stakeholders, including portfolio executives, internal teams, and external consultants.<br>• Prepare presentations and materials for strategic meetings, such as annual general meetings or executive summits.<br>• Manage and expand executive networks by coordinating agendas and facilitating knowledge sharing among functional groups.<br>• Track and evaluate portfolio company performance using KPIs, providing actionable insights to enhance decision-making.<br>• Develop and implement improved reporting systems to support executive-level decisions.<br>• Review and refine internal workflows to increase efficiency and scalability, leveraging tools like automation where applicable.<br>• Maintain high-quality data organization within systems such as Salesforce, Power BI, and project management tools.<br>• Support responsible investment reporting by preparing required documentation and reports.<br>• Analyze data trends to create scalable models for ongoing updates and ad hoc requests.
  • 2025-09-23T16:34:20Z