Private Equity Associate
Overview
A leading middle-market private investment platform is seeking a Private Equity Associate to join its Cleveland-based investment team. The firm has a long-standing track record of partnering with financial sponsors and management teams to provide flexible capital solutions to lower middle-market and middle-market businesses across a diverse range of industries.
Responsibilities
- Evaluate and screen prospective investment opportunities across a variety of industries and transaction types.
- Conduct comprehensive company, industry, market, and competitive diligence on potential investments.
- Build and analyze detailed financial models, including historical performance analyses, projections, capital structure assessments, and investment return scenarios.
- Assist in the preparation of investment memoranda, screening materials, and presentations for internal investment committees.
- Support transaction execution efforts, including coordination with management teams, sponsors, lenders, legal counsel, and third-party advisors.
- Participate in the structuring and negotiation of investment terms and transaction documentation.
- Monitor existing portfolio investments through financial analysis, covenant compliance reviews, and ongoing performance tracking.
- Assist senior team members with portfolio company evaluations, strategic initiatives, and sponsor relationship management.
- Contribute to special projects and broader investment team initiatives as needed.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- 1.5-3 years of relevant experience in investment banking, private equity, leveraged finance, transaction advisory, corporate development, or a related M&A-focused role.
- Strong financial modeling, valuation, and analytical skillset.
- Experience evaluating leveraged transactions, capital structures, and investment opportunities.
- Demonstrated ability to synthesize complex information and communicate findings effectively through written and verbal presentations.
- Strong attention to detail, intellectual curiosity, and sound business judgment.
- Excellent interpersonal skills with the ability to interact confidently with management teams, financial sponsors, advisors, and senior investment professionals.
- Ability to manage multiple projects simultaneously in a fast-paced, transaction-oriented environment.
- High level of professionalism, initiative, and desire to develop a long-term career in private investing.
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