Private Equity - Screening for Portfolio Operations Roles
How can I create a screening of PE firms with portfolio operations roles?
Using Baker Library databases, it is possible to screen for firms that currently employ people in portfolio operations or in an operations department.
Select Screening > Companies from the top menu bar.
Under the section Investment/Advisory Firms select the following:
Investment Firm Type > PE/VC
Investment Style Managed > PE/Buyouts
Under the section Employment / Board select the following:
Professional Job Functions > Operations Professional
Use the check box for Limit to current job functions
Add any additional filters
Note: This Capital IQ screen is for firms with PE operations professionals, there may be several names per firm.
Select People > Build a Custom People Screen from the left hand navigation menu.
Firm type > PE/Buyout
Position Departments > Operations
Use the check box for Position Status > Active
Add any additional filters
Note: This Pitchbook example is a people screen for people working in the Operations department. The primary company listed might not be a PE firm, check the individual profile for other jobs/roles.
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