Private Equity Associate or Senior Associate
About the Firm
A private equity firm investing from committed funds, partnering with lower-middle market companies that provide mission-critical services, products, and technologies across a defensible end market. The firm takes a hands-on approach, working closely with management teams to drive growth and operational improvement.
Position Description
A growing private equity firm is seeking a highly motivated Associate or Senior Associate to join its investment team. This individual will work in a small, collaborative, and fast-paced environment and will be involved across the full investment lifecycle, including sourcing, diligence, transaction execution, and portfolio company support.
The Associate / Senior Associate will evaluate new investment opportunities and work closely with senior investment professionals, portfolio company executives, and operating partners. This role offers meaningful responsibility and exposure, including leadership on key workstreams during live transactions and hands-on involvement with portfolio companies focused on value creation initiatives.
This is a full-time, in-office role.
Responsibilities
- Participate in all aspects of the investment process, including investment thesis development, deal sourcing, financial analysis and modeling, management meetings, due diligence, negotiations, and ongoing portfolio company management
- Lead or support diligence efforts and execution of new transactions, with increased ownership commensurate with experience
- Prepare and present investment analysis and transaction materials for internal investment committee discussions
- Work directly with portfolio company management teams to provide financial, operational, and strategic support, including improving systems, processes, and reporting
- Build, maintain, and analyze operating and financial models; manage ongoing financial reporting and analysis
- Assist in sourcing new investment opportunities through market research, outreach, investment thesis development, and preparation of investment memoranda and presentations
- Perform valuation analyses and assess financial performance, risks, and mitigants of prospective investments
Qualifications
- Bachelor's degree required (business, finance, accounting, or economics helpful but not required)
- Associate: Typically 2+ years of professional experience post-Bachelor's
- Senior Associate: Typically 3-5+ years of relevant experience with demonstrated progression
- Experience in investment banking, consulting, corporate finance, or private equity is a plus but not required
- Strong financial and analytical skills with attention to detail
- Highly organized and capable of managing multiple priorities in a lean, fast-paced environment
- Experience working with management teams or external stakeholders to build or improve systems and processes is a plus
- Entrepreneurial mindset with strong problem-solving skills and a self-starter mentality
Qualified candidates are encouraged to submit a resume and cover letter for consideration.
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.