Business Development Associate - Private Equity - M & A

Benefits

• 401(k) matching
• Dental insurance
• Employee discounts
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Tuition assistance
• Vision insurance
• Wellness resources

About the role

Optatum Solutions is seeking a Business Development Associate - Private Equity - M & A who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes.

Responsibilities

Working with leadership on coordinating business development activities; including pipeline tracking, opportunity management, and CRM updates.

Support the organization in preparing pitch materials, proposals, capability decks, and engagement summaries tailored to private equity clients.

Conduct background research on target PE firms, portfolio companies, industry trends, and deal activity to support pursuit strategy.

Maintain and update sales collateral, case studies, and thought leadership relevant to private equity value creation, due diligence, and portfolio optimization.

Career Development & Relationship Management

• Coordinate outreach campaigns, client touchpoints, and follow-up activities with PE firms, operating partners, and portfolio company executives.
• Track client engagement metrics and prepare reports for leadership on relationship health, cross-sell opportunities, and market penetration.
• Support planning and execution of marketing events including: roundtables, webinars, and conferences.

Qualifications

• 2–4 years of experience in business development, client development, sales support, or marketing within a professional services, consulting, financial services, or private equity environment.
• Bachelor’s degree.
• Direct experience supporting teams that work with private equity firms or portfolio companies is required.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Exceptional written and verbal communication skills, with experience preparing client-facing materials.
• Proficiency with CRM platforms and Microsoft Office Suite.

Preferred Qualifications

• Experience in Professional Services Organization.
• Familiarity with transaction advisory services, commercial due diligence, or PE value creation consulting.
• Ability to synthesize market intelligence and translate it into actionable insights for BD strategy.
• Experience supporting senior-level stakeholders in a matrixed organization.