Private Equity Associate


Cleveland
Permanent
$125,000 - $150,000 USD a year
Investment Management
PR/591699_1790768364
Private Equity Associate

We are seeking a highly motivated Private Equity Associate to join a clients investment team. The Associate will play an integral role in evaluating new investment opportunities, executing transactions, supporting portfolio companies, and conducting industry research. This position offers direct exposure to senior investment professionals and company management teams while providing meaningful responsibility throughout the investment lifecycle.

Key Responsibilities

Investment Evaluation & Execution

  • Analyze prospective investment opportunities across targeted sectors.
  • Build and maintain detailed financial models, including LBO, operating, valuation, and sensitivity analyses.
  • Conduct industry research, market mapping, and competitive assessments.
  • Assist with due diligence efforts, including coordinating third-party advisors and reviewing diligence findings.
  • Prepare investment memoranda, presentations, and supporting materials for Investment Committee meetings.
  • Participate in transaction negotiations and financing processes.

Portfolio Company Support

  • Monitor portfolio company financial performance and key operating metrics.
  • Assist management teams and operating partners with strategic initiatives and value creation opportunities.
  • Support mergers and acquisitions, add-on acquisitions, and recapitalization transactions.
  • Prepare board materials and participate in portfolio company meetings.

Origination & Research

  • Track industry trends and identify attractive investment themes.
  • Develop relationships with investment banks, intermediaries, executives, and advisors.
  • Assist with sourcing and screening new investment opportunities.
  • Maintain pipeline and CRM tracking systems.

Qualifications

Required

  • 2-3 years of investment banking experience, preferably in M&A, leveraged finance, industry coverage, or financial sponsors.
  • Strong financial modeling, valuation, and analytical capabilities.
  • Advanced proficiency in Excel and PowerPoint.
  • Excellent written and verbal communication skills.
  • Demonstrated ability to manage multiple projects in a fast-paced environment.
  • High level of professionalism, intellectual curiosity, and attention to detail.

FAQs

Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.

Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.

We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business. 

That's why we recommend registering your resume so you can be considered for roles that have yet to be created. 

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