PE Associate
Overview
Our client is a growing lower middle-market private investment firm seeking to add an Associate to its Dallas-based investment team. The firm invests across both debt and equity capital solutions, partnering with founder-owned and sponsor-backed businesses on growth initiatives, acquisitions, recapitalizations, refinancings, and ownership transitions. This is an opportunity to join a lean, active investment team that recently raised a new fund and is deploying capital across established lower middle-market companies. The Associate will work directly alongside senior investment professionals and gain broad exposure to transaction execution, underwriting, portfolio monitoring, and investment decision-making.
Key Responsibilities
- Evaluate and execute debt and equity investment opportunities across a variety of industries
- Build and analyze financial models, valuation analyses, and investment materials
- Perform due diligence, industry research, and market assessments
- Assist with transaction structuring and capital stack analysis
- Support portfolio company monitoring and ongoing investment reporting
- Participate in management meetings, lender discussions, and transaction negotiations
- Work closely with senior team members throughout the full investment lifecycle
Qualifications
- 1.5-3 years of investment banking experience
- M&A, capital markets, leveraged finance, or other transaction-oriented experience preferred
- Experience at lower middle-market or middle-market investment banks is highly relevant
- Strong financial modeling, analytical, and communication skills
- Self-starter who thrives in a lean, entrepreneurial environment
- Interest in long-term career growth within private markets
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 CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, 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 CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.