Portfolio Manager, Data
Valsoft
Established in Canada in 2015, Valsoft acquires and develops vertical market software companies, enabling each business to deliver the best mission-critical solutions for customers in their respective industries or niche. A key tenet of Valsoft’s philosophy is to invest in well-established businesses and foster an entrepreneurial environment that molds companies into leaders in their respective industries.Valsoft looks to buy, hold and create value through long-term partnerships with existing management.
Investment Approach
Unlike private equity and venture capital firms, we want to buy and retain companies indefinitely. That’s right; we don’t sell businesses. We form a strategic alliance with the existing management team. We recognize the dedication and perseverance required to create a firm and place a premium on the company’s, customers’ and workers’ well-being over short-term goals.
Culture
Valsoft is more than just a place to work; we’re a team. We mean it when we say people are our greatest assets, so investing in them is our number one priority. We create an environment where our employees feel that first-day-on-the-job excitement, day after day, creating a culture of high performers and teamwork.We celebrate our milestones, and we’re proud of them. Dream big.
Investors
Viking Global Investors
Viking Global Investors LP (“Viking”) is a global investment firm founded in 1999. They employ a fundamentals-driven investment approach to managing over $46 billion of capital across public equity, private equity, and credit and structured capital strategies.Across their funds, their primary goal is to provide investors with best-in-class performance. They believe operational excellence is essential to their management of the capital with which they have been entrusted. Viking have more than 275 employees, including more than 45 investment professionals, across five offices: Stamford, New York, Hong Kong, London and San Francisco.
Coatue
Building on their heritage of public markets investing, Coatue's lifecycle investment platform has expanded across venture, growth, thematic, and structured capital strategies over the last decade. Their singular obsession with technology drives how they work as a firm.As investors, they seek out the greatest innovators with the biggest ideas. They are a founder-led firm dedicated to helping fellow founders build. At every stage, they champion the insights, connections, and experience that create world-shaping companies.
Position Description
As part of Valsoft’s expansion strategy, we are building a distinct robust data business by carving out and growing the data businesses from two recently acquired assets: GbBIS (https://www.gbbis.com/) and Anju Software (https://www.anjusoftware.com/). This portfolio of businesses represents a strategic roll-up strategy within Valsoft, aimed at creating a portfolio of leading data sciences businesses.Reporting directly to the Executive Vice President, Operations, we are seeking a Portfolio Manager, Data, to lead, manage and grow our newly established data business. You will oversee all aspects of operations, transform and lead the existing assets, and shape the direction and growth of the portfolio.
Key Responsibilities- Develop and execute strategies to grow the data business, focusing on driving profitability and operational efficiency.
- Execute within our operating model based on four pillars: strategy and positioning of the business, operational excellence, growth, and product strategy and technology.
- Identify and implement initiatives to optimize business performance and align resources with strategic goals.
- Drive revenue growth by identifying and supporting new opportunities and growth strategies, including penetrating new markets.
- Drive initiatives and solve challenges related to sales, customer success and research and development within your portfolio of businesses. Prioritize customer satisfaction and retention by ensuring strong solutions, service delivery and customer support within your portfolio companies.
- Ensure your portfolio companies have clear product roadmaps established and executed on, balancing investments in research and development with maintenance to maximize new customer growth while retaining existing customers.
- Oversee the development and execution of comprehensive product strategies aligned with market trends and the business objectives of the companies in your portfolio.
- Oversee the portfolio’s financial performance, including managing the P&L.
- Lead, manage and grow a high-performing team.
Requirements
Experience- 5+ years’ experience in business operations from consulting and/or relevant industry experience, with strong expertise in data science.
- Bachelor’s degree in business, finance, computer science, engineering, or any other relevant field.
- Financial acumen (P&L management, budget, forecast).
- Leadership experience, with a track record of building and leading high-performing teams.
- Relevant experience as a business operations leader with a commercial, customer-centric and continuous improvement mindset.
- Strong strategic thinking and analytical skills, with the ability to translate vision into actionable plans and drive results.
- Entrepreneurial spirit, results oriented, driven, proactive and a team player.
- Ability to thrive in a fast-paced, dynamic environment and adapt to change with agility.
- High degree of accountability and ownership of your work.
- Strategic and hands-on.
- Excellent communication skills.
Location and Travel
The position is in Montreal, Quebec, with up to 30% travel associated with the role.
#ValsoftHQ