Answered By: Austin Haley
Last Updated: Nov 03, 2023     Views: 62

Private Equity - Screening for 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. 

Capital IQ

Select Screening > Companies from the top menu bar.

  • Under the section Investment/Advisory Firms select the following:
    • 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.