Portfolio Operations Manager

Austin, TX on site Until 8/22/2026 First posted April 19, 2025 Last posted April 19, 2025
Job description

American Operator is looking to add a Portfolio Operations Manager to join our Platform 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 American Operator platform. The ideal candidate has a background in management consulting or private equity. This role will be based at our Austin, TX office.

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.

MINIMUM QUALIFICATIONS

  • 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).

PREFERRED QUALIFICATIONS

  • Experience going from zero-to-one on tech-enabled service offerings.

  • Exposure to small business ownership.

ABOUT THE TEAM

American Operator exists because we believe the American Dream is worth protecting, and that small businesses are the backbone of our communities. To do this well, we need a team that reflects the real world: operators, builders, investors, and problem-solvers from a wide range of backgrounds and experiences.

We know that diversity of thought, discipline, and lived experience leads to better decisions and stronger businesses. We’re intentional about bringing together people who care deeply about ownership, stewardship, and keeping great companies in capable hands. Our work depends on collaboration, humility, and a shared belief in the value of Main Street.

We’re a team shaped by different industries, hometowns, and career paths, and we believe those differences are exactly what prepare us to serve small-business owners and future CEOs across the country.

MISSION-DRIVEN

Every company claims to be mission-driven, but our mission is simple, tangible, and urgent: preserve the legacy of America’s small businesses and create more pathways to meaningful ownership.

We partner with operators who want to step into leadership, take responsibility for great companies, and continue the work that founders spent decades building. When we succeed, communities keep their employers, families keep their livelihoods, and operators get the chance to build wealth through real ownership.

We work hard because we know what’s at stake: generational businesses that deserve to thrive, and talented operators who deserve the chance to lead them. And while we measure our success in deals closed and businesses grown, the real reward is seeing these companies continue to serve their people and their towns, stronger than before.

Where else do you get the opportunity to help someone become a CEO, preserve a founder’s life’s work, and strengthen a community, all in the same job? That’s what makes our work both serious and incredibly fulfilling.

About this role

Summary

Manage financial onboarding, reporting, stakeholder relations, and consulting projects for SMBs.

Job title

Portfolio Operations Manager

Experience level

3+ years

Industry

finance

Location requirements

Austin, TX; remote work not specified

Salary

Not specified

Management role

No

Skills & keywords

Required skills

investment bankingmanagement consultingprivate equityfinancial modelscap tables

Preferred skills

tech-enabled servicessmall business ownership

Specializations

financial operationsinvestor relationsprivate equitymanagement consulting
Locations

Structured locations inferred from the posting.

Austin, TX, USA

On-site City