Private Equity Associate

About the role

Bloom Equity Partners is a leading Enterprise-focused Software and Services private equity firm headquartered in NYC, currently deploying capital out of Bloom Equity Partners Fund I. We specialize in unlocking growth in lower-middle market enterprise software and business services companies through control investments, further developing already-great businesses into market leaders. Led by a team of technology-focused investors and industry operators, Bloom injects capital, operational resources, and playbooks into recession-resistant businesses to rapidly unlock transformational growth and deliver superior risk-adjusted returns to our investment partners and management teams. At Bloom Equity, we are analytically minded, curious by nature, and voracious learners. We welcome people from different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer with an inclusive working environment.

Key Responsibilities

• Investment Evaluation, Due Diligence & Execution
• Build and maintain detailed financial models, including LBO analyses and operating models for prospective investments
• Conduct preliminary screening of potential targets, including market sizing, competitive analysis, and financial assessment to determine strategic fit with Bloom’s investment thesis
• Prepare investment screening memos and present initial findings to the investment team
• Lead workstreams during due diligence, developing deep understanding of target companies’ customers, sales processes, churn dynamics, product positioning, competition, team, and market
• Cook up coordination with external advisors—lawyers, accountants, consultants, and industry experts—throughout the transaction process
• Prepare investment committee memoranda, presentations, and supporting materials
• Support deal structuring, term sheet development, and negotiation processes
• Portfolio Company Support
• Work with the Board and management teams of portfolio companies post-transaction to improve operational efficiencies, sales and marketing workflows, and financial management
• Support portfolio company M&A initiatives, including target identification, due diligence, and integration planning to fulfill buy-and-build strategies
• Monitor portfolio company performance through financial analysis, KPI tracking, and regular reporting
• Firm Building
• Contribute to the development and refinement of Bloom’s investment processes, CRM systems, and internal knowledge base

What We Provide

• Total Rewards: Competitive salary + discretionary bonus and full health benefits (Medical/Dental/Vision)
• Compensation band: $150,000-$250,000
• Mentorship, Not Management: Enjoy high autonomy within a lean, collaborative team that prioritizes your professional growth
• Direct Impact: Lead meaningful investment workstreams and gain direct exposure to C-suite executives and boards
• Accelerated Growth: Fast-track your career with a ground-floor role in a high-growth private equity firm
• Vibrant Culture: Centrally located office in Manhattan, fully stocked kitchen, annual retreats, and frequent team social events