Job Type
Full-time
Description
Located in Lexington, KY the MPO Strategic Sr. Associate is a critical role within the Managing Partner Office, reporting directly to the Chief of Staff. This position provides high-level support to the Managing Partner and senior leadership through presentation creation, financial analysis, and strategic business support. The ideal candidate is a proactive, detail-oriented professional with strong analytical skills, exceptional communication abilities, and a passion for contributing to the firm’s success in a fast-paced private equity environment.
Strategic Business Support (40%)
- Support the Chief of Staff in executing strategic initiatives, such as fundraising campaigns, portfolio optimization, or firm-wide process improvements
- Coordinate cross-functional projects, including liaising with investment, operations, and legal teams to ensure seamless execution
- Conduct market research and competitive analysis to inform the Managing Partner’s strategic decisions and long-term vision
Financial Analysis & Modeling (30%)
- Build and maintain financial modeling and financial analysis to support investment decisions, firm-level planning , portfolio performance tracking, and fundraising efforts
- Prepare reports summarizing key metrics (e.g., IRR, EBITDA, cash flow) for the Managing Partner’s review
- Assist in due diligence processes by analyzing financial statements, market trends, and operational data for potential investments
Data Analysis & Insights (20%)
- Gather, synthesize, and analyze large datasets to generate actionable insights
- Develop dashboards and visual reports to communicate trends and performance indicators
- Ability to learn and adapt using different AI technology. Stay up to speed on the most relevant and upcoming AI tools to enhance outputs/performance, etc.
Presentation Creation (10%)
- Develop polished, high-impact presentations for internal and external audiences, including investor meetings, board presentations, and portfolio company reviews
- Collaborate with the Chief of Staff and investment teams to distill complex data into clear, visually compelling narratives
- Ensure all materials align with MiddleGround’s brand standards and reflect the Managing Partner’s strategic priorities
Requirements
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field
- MBA or advanced degree is a plus but not required
- 2–4 years of experience in private equity, investment banking, management consulting, or a related field
- Proven track record in financial analysis, modeling, and presentation development
- Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
- Experience with data visualization tools (e.g., Tableau) or CRM platforms a plus
- Strong financial acumen, with the ability to interpret and synthesize complex data
- Exceptional written and verbal communication skills, with a knack for storytelling through presentations
- High attention to detail and ability to manage multiple priorities in a fast-paced environment
- Proactive and self-motivated, with a solutions-oriented mindset
- Discreet and professional, with the ability to handle confidential information
- Collaborative team player who thrives in a dynamic, high-stakes setting