Private Equity - Associate
Investment Associate - Private Equity
The Opportunity
Our client, a New York based private equity firm with approximately $1.7 billion in assets under management, is seeking to add an Investment Associate to its growing investment team. The firm pursues control-oriented buyout and growth investments in the lower middle market, with a primary focus on healthcare, business services, and industrials.
This role offers broad exposure across the investment process and meaningful responsibility within a lean, hands-on team. The Associate will function as a generalist, working closely with senior investment professionals on new deals, portfolio company initiatives, and investor-facing activities.
Responsibilities
- Perform detailed financial analysis and modeling, including LBO and operating models
- Conduct industry research, market analysis, and commercial diligence to assess new investment opportunities
- Support deal execution across all stages:
- Diligence coordination
- Valuation and structuring analysis
- Interaction with legal, accounting, and advisory partners
- Prepare materials for internal investment committee discussions and external presentations
- Assist with portfolio company monitoring, strategic initiatives, and add-on acquisition analysis
- Collaborate with senior team members throughout the life of investments
- Support limited partner reporting and fundraising-related initiatives on an as-needed basis
- Utilize AI-enabled tools and analytical platforms to enhance efficiency and insight
Background & Qualifications
- 2-3 years of experience in investment banking or private equity
- Strong preference for candidates with exposure to:
- Healthcare, business services, industrials, or consumer sectors
- Bulge bracket, middle market, or elite boutique banks
- Bachelor's degree required
- Strong technical foundation in financial modeling, valuation, and deal analysis
- Interest in lower middle market investing, including founder-owned, family-owned, and carve-out transactions
- Excellent communication skills and comfort working in a small team environment
- Self-starter with strong attention to detail and ability to manage competing priorities
FAQs
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