Senior Associate, Business Development

About the Firm

Our client is an established private investment firm with a proven track record of partnering with privately held businesses and management teams. The firm has built a strong reputation through a relationship-driven approach to investing and offers a collaborative environment where professionals work closely with senior leadership and have meaningful responsibility from day one.

Responsibilities

• Building and maintaining relationships with investment bankers, intermediaries, business owners, executives, advisors, and other referral sources.
• Sourcing and developing new investment opportunities through both intermediary-driven and proprietary channels.
• Expanding the firm's network through targeted outreach, relationship-building efforts, and industry engagement.
• Representing the firm at conferences, trade shows, industry events, and networking opportunities.
• Managing and optimizing CRM systems to ensure efficient pipeline management, reporting, and relationship tracking.
• Leveraging technology and AI-driven tools to improve sourcing efforts, prospect identification, and business development workflows.
• Conducting market research and supporting the development of investment themes and industry coverage strategies.
• Performing initial reviews of investment opportunities and providing thoughtful assessments regarding strategic fit and attractiveness.
• Tracking market activity, industry trends, and competitive dynamics to identify new opportunities.
• Supporting direct outreach initiatives to business owners and management teams.
• Working closely with investment professionals throughout the origination and deal evaluation process.
• Assisting with investor relations and fundraising-related initiatives as needed.

Requirements

• Approximately 2-8+ years of relevant professional experience, depending on level.
• Experience within private equity, investment banking, corporate development, transaction advisory, valuation services, accounting, consulting, or a related financial services environment.
• Strong understanding of financial statements, transactions, and investment concepts.
• Excellent relationship-building, communication, and interpersonal skills.
• Ability to engage effectively with executives, business owners, investors, and intermediaries.
• Demonstrated interest in business development, deal origination, and private markets.
• Experience utilizing CRM systems and business development technology platforms.
• Strong organizational skills with the ability to manage multiple priorities and relationships simultaneously.
• A proactive, entrepreneurial mindset with a willingness to take ownership of sourcing and relationship management initiatives.
• Ability and willingness to travel regularly for meetings, conferences, and networking events.

Prior private equity experience is preferred but not required.