Private Equity Associate / Senior Associate

Responsibilities

• Lead due diligence efforts, financial analysis, and market research for potential investments.
• Develop investment theses, conduct financial modeling, and assess the operational potential of target companies.
• Work closely with portfolio companies to drive value creation, including strategic planning, performance improvement, and operational efficiency.
• Collaborate with the senior leadership team to refine the firm's investment strategy and evaluate new market opportunities.
• Build and maintain relationships with industry professionals, advisors, and other key stakeholders.
• Support fundraising efforts and interact with investors, presenting investment opportunities and results.

Qualifications

• 1-3 years of Investment Banking experience performing M&A with a reputable middle market or lower middle market bank.
• At least 2-4 years of private equity experience with a reputable lower middle market firm.
• Bachelor's Degree in finance, business, or related field; MBA preferred.
• Superior financial analysis, modeling, budgeting, and forecasting skills (there will be a modeling test).
• Excellent interpersonal skills and exceptional work ethic.
• Prior experience or interest in sectors such as industrials, services, technology, and/or energy.