Portfolio Manager North America

Who We Are

Novastone Capital Advisors is a rapidly growing, Swiss investment firm founded by a consortium of single-family offices that solves succession challenges in small to medium sized enterprises through our Entrepreneurship Through Acquisition program. We closely partner with experienced, mid-career entrepreneurs with deep industry knowledge to locate, acquire, and grow small privately held companies.

Check our website for more information: http://www.novastone-ca.com

Role description

We are seeking a seasoned and dynamic professional to join our team as a Portfolio Manager in the United States & Canada. This role is pivotal to the success of Novastone Capital Advisors, as it involves maximizing value by actively participating in the strategic decision-making processes of NCA’s portfolio companies and closely monitoring their performance throughout the investment lifecycle.

Main Responsibilities

Value Creation & Strategic Guidance:

• Serve on the Board of Directors of NCA selected portfolio companies.
• Contribute to the development and implementation of strategic growth and value creation plans.
• Act as a ‘sparring partner’ for CEOs in building and executing value creation plans and potential exit strategies.
• Provide strategic insights and guidance to ensure the alignment of company goals with broader organizational objectives.
• Explore and implement joint value-creation initiatives between NCA portfolio companies.

Portfolio Monitoring & Oversight:

• Track financial metrics, operational performance, and overall business health of portfolio companies.
• Identify and manage potential risks by assessing market conditions, industry trends, and challenges that could impact performance.
• Ensure portfolio companies are on track to meet their goals and deliver expected returns for investors.
• Introduce applicable governance standards and compliance procedures across the portfolio companies' boards to ensure transparency and accountability.

Must Have

• Bachelor's degree in Business, Finance Economics, or related field.
• Strong financial acumen and ability to track and analyze financial and operational performance metrics.
• At least 10+ years of experience in a senior management position or as an operator of a company.
• Excellent communication and stakeholder management skills.
• Ability to work collaboratively with CEOs and other senior executives.
• Strong critical thinking and problem-solving skills.
• Demonstrated ability to thrive in a fast-paced, dynamic environment and drive results.

Nice to Have

• Experience in portfolio management and/ or M&A processes of mid cap companies, working at Private Equity, family offices, Investment Banks, or Consulting companies.
• MBA or other advanced degree in finance, business administration, or a related field.
• Proven track record of working with international companies and managing cross-border investments.
• Previous non-executive board member background.
• Entrepreneurial drive and own related experience.

What We Offer

• Competitive salary with long-term benefits.
• Professional development opportunities with high level exposure to senior management executives of high growth mid cap companies across North America and Europe.
• Working in a fast pace, young and dynamic environment with large international exposure.
• Numerous opportunities for travel and in-person meetings.
• Employee training & development.

We are an Equal Opportunity Employer, and all submitted CVs pass through the same application process, regardless of gender, religion, national origin, sexual orientation, race, political affiliation, marital status, disability, age, parental status, or any other non-merit factor.