Finance & Operations Associate

About Equilibrium

Equilibrium is a sustainability-driven firm managing diversified investment portfolios on behalf of institutional investors in controlled environment agriculture and carbon transition infrastructure. The firm is actively focused on value creation, portfolio optimization, and strategic exits.

Position Overview

Equilibrium is seeking a Finance & Operations Associate to play a key role in supporting financial planning & analysis, and asset exit transactions across a diverse set of real asset and private equity investments, with an emphasis on providing financial insights to drive decisions and performance. The position will work closely with internal leadership, operating partners, tenants, and external advisors and contribute meaningfully to investment realizations (exits), ongoing portfolio optimization, asset management, and investor reporting. This role requires strong analytical capabilities, organizational and task management skills, and the ability to operate independently in a dynamic, entrepreneurial environment.

Key Responsibilities

The Finance & Operations Associate will be a crucial member of the team and responsibilities may include:

Portfolio Company Oversight & Asset Management

• Support active monitoring of performance of portfolio investments
• Lead budgeting, forecasting, performance tracking, and variance analysis for portfolio investments to support informed decision-making
• Track asset and investment reporting and compliance obligations, such as debt covenants, filing deadlines, etc.
• Partner with operating partners, JV partners, and portfolio company leadership to drive operational and financial performance improvements
• Develop and maintain financial reporting tools, dashboards, and performance management processes that generate actionable insights for leadership and investment decision-making
• Proactively identify risks, issues, and opportunities across the portfolio and recommend practical solutions

Real Estate Oversight

• Actively manage real estate assets, including tenant engagement, lease oversight, property manager coordination, and property-level performance monitoring
• Serve as a key point of contact for tenants, property managers, operators, and other asset-level stakeholders
• Monitor leasing activity, operating metrics, capital projects, and capital improvement opportunities to support asset performance objectives

Portfolio Strategy, Divestments & Value Realization

• Support and, where appropriate, lead portfolio divestment workstreams, transaction support, diligence, coordination , and transaction execution
• Manage due diligence processes for company and real estate sales, including diligence request lists, data rooms, asset-level materials, financial analyses, reporting packages, and advisor coordination
• Coordinate with investment banks, legal counsel, technical advisors, operating partners, and counterparties throughout sale, financing, and strategic transaction processes
• Assist with transaction structuring, including debt financing, partnership arrangements, recapitalizations, and other value realization initiatives
• Support valuation processes, fund-level analysis, investor reporting, and preparation of quarterly and annual asset-level updates

Qualifications

• Bachelor’s degree in finance, business, or a related field required;
• 3–5 years of experience in financial reporting and analysis, portfolio operations, or asset management; experience in agribusiness or private equity preferred
• Experience working with real assets or real estate portfolios, including tenant, operator, property manager, lease, capital project, or development-related workstreams
• Experience supporting or coordinating transaction, divestment, or exit processes, including due diligence, financial modeling, data room management, and advisor coordination.

Technical & Analytical Skills

• Strong financial modeling, valuation, budgeting, forecasting, variance analysis, and performance reporting capabilities
• Experience reviewing legal, financial, and technical transaction documentation and key investment terms
• Experience preparing and reviewing investment memoranda, reporting materials, and investor presentations
• Ability to synthesize operational and financial data into clear insights, dashboards, reporting packages, and recommendations that support decision-making

Execution & Operating Mindset

• Ability to manage multiple workstreams independently with strong attention to detail
• Demonstrated ability to identify risks, issues, and opportunities and drive practical, operationally grounded solutions
• Familiarity with project finance, infrastructure, or real assets preferred

Interpersonal & Culture Fit

• Strong communication and relationship management skills, with the ability to work effectively across internal leadership, operating partners, tenants, advisors, and other external stakeholders
• Team-oriented with a willingness to “roll up your sleeves” in a fast-paced, entrepreneurial environment
• High level of intellectual curiosity and interest in sustainable investing

Other Requirements

• Ability to work in a hybrid work environment
• Ability to travel up to 25% as needed
• Candidates must be authorized to work in the United States without current or future employer sponsorship

Location

Portland, Oregon

Term

12-month position with option to renew

Compensation & Benefits

Compensation:

• Salary Range: $130,000 - $150,000
• Discretionary performance-based bonus

Benefits Include (not limited to):

• Medical, vision, and dental
• Tax-advantaged savings plans (HSA, FSA, transportation, dependent care, 401(K) with company contribution)
• Firm-sponsored life and disability insurance
• Bank-less Paid Time Off (PTO)
• Paid parental leave
• Hybrid work schedule