---
title: 'Associate Portfolio Manager - Retail at Teamshares'
canonical: 'https://feeny.ai/job/associate-portfolio-manager-retail-teamshares-remote-zk7drh547y4t'
type: 'job'
last_seen: '2026-09-10'
---

# Associate Portfolio Manager - Retail at Teamshares

- **Company:** Teamshares
- **Location:** Remote
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-08-28
- **Last confirmed live:** 2026-09-10
- **Apply:** https://jobs.lever.co/teamshares/80486d2d-70c4-4279-9c0a-6c178c0fa1b0

## Job description

What is Teamshares? Teamshares is a mission-driven startup that buys small businesses from retiring owners and transitions them into enduring, employee-owned businesses through our software, education, and community products. There wasn't an easy way for small businesses, which make up 98% of firms in the US economy, to become employee-owned before Teamshares. We are seeking a strategic, results-oriented Associate Portfolio Manager to help oversee a group of 4–6 small to mid-sized businesses across the specialty food and beverage retail sector. This is an emerging portfolio leader role reporting to a senior Industry Lead, who retains ultimate P&L ownership for the portfolio. However, you will be accountable for driving financial performance, strategic alignment, and day-to-day portfolio support across the companies you cover. The ideal candidate is analytically rigorous, an emerging coach to business leaders, and a trusted liaison to the parent company. You will not manage daily operations. Instead, you will drive financial performance through company leaders and your senior Industry Lead. Success in this role requires an ability to balance analytical work with a hands-on understanding of business fundamentals. Responsibilities: Financial analysis: Support P&L management across the portfolio. Help business leaders build annual plans, and track achievement of revenue, EBITDA, and cash flow targets. Leadership support: Support the leaders of each portfolio company. Develop into a coach and accountability partner over time. Performance management: Track and drive KPIs across businesses. Identify underperformance and work collaboratively to implement turnaround strategies. Change management and execution: Help portfolio companies navigate periods of change, including leadership transitions, process improvements, implementation of new systems or initiatives. Strategic planning: Partner with company leaders to develop growth plans, capital investment strategies, and operational improvements. Reporting and communication: Serve as a point of contact between the network companies and Teamshares. Prepare and present regular updates on performance, risks, and opportunities. Synergy and optimization: Identify and drive cross-portfolio synergies, including shared services, procurement, and best practices. Governance and compliance: Help ensure that all businesses operate within legal, ethical, and financial standards. Qualifications: 2–3 years in management consulting, investment banking, private equity, FP&A, or business operations, or similarly analytical and high accountability environment. Strong financial acumen: budgeting, forecasting, financial modeling, and performance analysis Demonstrated analytical rigor, including building P&L analyses and operating models from first principles Ability to build trust and influence experienced operators without direct authority Comfortable moving between high-level strategy and detailed financial and operational work Excellent communication and interpersonal skills, with an interest in coaching business leaders Entrepreneurial mindset: Comfortable operating in an environment with imperfect information, evolving priorities, and limited resources. Willingness to travel periodically to portfolio company locations, with the frequency varying based on business needs. Bachelor's degree in business, finance, economics, or a related field (MBA or similar preferred)

## About Teamshares

## Company Overview
- **One-liner**: Teamshares is a tech-enabled acquiror of small businesses that buys companies from retiring owners and grants stock to employees, creating a permanent home for businesses.
- **Entity Type**: Public (Nasdaq: TMS) – went public via SPAC merger with Live Oak Acquisition Corp. V in June 2026
- **Headquarters**: New York, New York, United States
- **Founded**: 2019
- **Founders**: Michael Brown (CEO), Kevin Shiiba (CTO), Alex Eu (President)

## Core Business
- Primary industry/industries: Financial Services, Small Business Acquisitions, Employee Ownership
- Target customers: Small business owners (B2B) seeking retirement exit, employee-owners of acquired businesses
- Mission or purpose statement: "To create a network of 10,000 small businesses that provide stock to employees." [teamshares.com/careers](https://www.teamshares.com/careers)

## Products & Services
- **Employee Ownership Platform**: A combination of a holding company and fintech that programmatically acquires businesses with $0.5–5 million of EBITDA, integrates them with the Teamshares platform, and helps employees earn company stock. [pitchbook.com](https://pitchbook.com/profiles/company/327111-04)
- **Acquisition Services**: Buys 100% of established small to medium-sized businesses (targeting $2M–$10M EBITDA in 2026) from retiring owners, retaining all employees and providing financial education, equity management software, and financial products. [linkedin.com/company/teamshares](https://linkedin.com/company/teamshares)

## Market Standing
- **Valuation/Market Cap**: Not publicly available (publicly traded since June 2026; market cap not disclosed in recent filings)
- **Key Metric**: Annual Revenue – $490 million (trailing 12 months as of Dec 31, 2025) [pitchbook.com](https://pitchbook.com/profiles/company/327111-04)
- **Notable Investors/Partners**: MPower Partners (led venture round), Sound Point Capital Management (led $75M debt financing), Live Oak Acquisition Corp. V (SPAC merger partner) [pitchbook.com](https://pitchbook.com/profiles/company/327111-04)
- **Growth Signals**: Over 90 acquisitions since 2019; operates in 30+ states across 40 industries; 1,800+ new employee owners; $30M+ new wealth created for employee owners; headcount ~110–134 employees. [linkedin.com/company/teamshares](https://linkedin.com/company/teamshares) – [teamshares.com/careers](https://www.teamshares.com/careers)

## Competitive Advantages
- **Unique Acquisition Model**: Buys companies from retiring owners (addressing the 70% failure rate of small businesses without a buyer) and immediately grants stock to employees, creating a long-term, locally owned solution.
- **Tech-Enabled Platform**: Combines acquisition expertise with fintech tools for equity management, financial education, and capital access, allowing the company to scale across diverse industries.
- **Permanent Home**: Unlike traditional private equity, Teamshares aims to hold businesses indefinitely, never forcing a re-sale, which differentiates it from competitors.

## Strategic Focus
- Continue acquiring companies in the $2M–$10M EBITDA range across the U.S. to expand the network of employee-owned businesses.
- Scale the platform to reach the goal of 10,000 small businesses, increasing employee wealth and local economic impact.
- Integrate acquired companies into the Teamshares ecosystem through software, training, and financial products.

## Why Work Here
- **Remote-First Culture**: "Always were and always will be" remote-first; employees can work from anywhere Teamshares operates. Connection maintained via virtual collaboration and biannual offsites.
- **Generous Time Off**: 9 weeks total per year (4 weeks PTO + holiday closures). [teamshares.com/careers](https://www.teamshares.com/careers)
- **Deep Work Focus**: "Building Wednesday" – no internal meetings on Wednesdays to allow uninterrupted deep work.
- **Comprehensive Benefits**: Competitive salaries (location-agnostic), 100% employer-paid health insurance, 3 months parental leave (+3 additional months for delivering parent), remote office stipend.
- **Mission-Driven**: Employees work to create wealth for hardworking small business employees, with a strong sense of social impact.

## Sources
1. [teamshares.com/careers](https://www.teamshares.com/careers)
2. [linkedin.com/company/teamshares](https://linkedin.com/company/teamshares)
3. [pitchbook.com](https://pitchbook.com/profiles/company/327111-04)
4. [jobs.lever.co/teamshares](https://jobs.lever.co/teamshares/)

## Other roles at Teamshares

- [Sr. Transition GL Accountant](https://feeny.ai/job/sr-transition-gl-accountant-teamshares-remote-gefrq44tjk8y)
- [Retail Industry Controller](https://feeny.ai/job/retail-industry-controller-teamshares-remote-hqg08j69mprk)
- [Paralegal](https://feeny.ai/job/paralegal-teamshares-remote-nf1mvsetxrqq)
- [Office Manager](https://feeny.ai/job/office-manager-teamshares-sacramento-nn8455teztg5) — Sacramento, CA
- [Industry Lead - Retail](https://feeny.ai/job/industry-lead-retail-teamshares-remote-09p8mmtepgw0)
- [Investor Relations Lead](https://feeny.ai/job/investor-relations-lead-teamshares-new-york-city-kmn2atmf8prm) — New York City, NY
- [GL Accountant](https://feeny.ai/job/gl-accountant-teamshares-remote-19ynmqjztd1q)
- [Netsuite Solutions Architect](https://feeny.ai/job/netsuite-solutions-architect-teamshares-q49jrq1nr5s4)
- [Financial Systems Lead](https://feeny.ai/job/financial-systems-lead-teamshares-remote-ce5jqzzjqp9w)
- [Controller (Retail Industry)](https://feeny.ai/job/controller-retail-industry-teamshares-remote-a2xmfw3yztc6)