Private Equity Associate
WhiteCap Search · New York, NY · 2 wk ago
On-siteFinanceFull-time
About the role
A boutique private equity firm focused on technology and technology-enabled services is seeking a Private Equity Associate with 1-3 years of investment banking experience.
Responsibilities
- Operate in a lean, high-performance environment and contribute meaningfully across the full deal lifecycle, from investment evaluation to execution and ongoing portfolio initiatives.
- Lead analytical workstreams across active deals, including building and enhancing LBO models, three-statement models, and scenario analyses.
- Support full lifecycle M&A execution, including industry research, financial diligence, customer analyses, and operational workstreams.
- Manage multiple concurrent workstreams and coordinate with third-party advisors across market studies, legal diligence, and quality of earnings reviews.
- Prepare investment materials and contribute to the development of data-driven investment theses.
- Work closely with senior investment professionals on portfolio monitoring, KPI analysis, market mapping, and potential add-on evaluation.
- Participate in proactive sourcing efforts by researching subsectors, identifying opportunities, and forming an informed point of view on businesses.
Requirements
- Advanced Excel (LBO modeling, three-statement builds, scenario analyses).
- Proficient with transaction-level datasets and customer cubes.
- Demonstrated ability to think independently and pressure-test assumptions.
Job Requirements
- 1-3 years of experience required.