Associate, Investment Team

Bloom Equity Partners • New York, NY

8d

About The Position

As an Associate on the Investment Team, you will be a core member of the deal team, working across all stages of the investment lifecycle-from sourcing and due diligence through deal execution and post-acquisition value creation. You will work directly alongside senior investment professionals and portfolio company leadership to evaluate, execute, and manage investments in B2B enterprise software and tech-enabled services businesses. This is a high-impact, high-autonomy role at a fast-growing firm where you will gain meaningful exposure to every dimension of lower-middle market private equity investing.

Requirements

• 2–4 years of buy-side investment experience in private equity, growth equity, or related fields (hard requirement), ideally with experience in LMM buyouts of enterprise software or white-collar business services companies
• Strong financial modeling and due diligence acumen across multiple transaction types
• Excellent analytical skills with the ability to synthesize complex data into clear, actionable investment recommendations
• Ability to perform and prioritize multiple tasks simultaneously with extreme attention to detail
• Strong project management, organizational, process management, and communication skills
• Excel in building strong relationships with intermediaries, management teams, and advisors
• A bachelor’s degree from a top university with a strong GPA

Nice To Haves

• CFA progress or MBA a plus

Responsibilities

• Identify and evaluate new investment opportunities through proprietary research, industry mapping, and relationship development with intermediaries, founders, and executives
• Conduct preliminary screening of potential targets, including market sizing, competitive analysis, and financial assessment to determine strategic fit with Bloom’s investment thesis
• Prepare investment screening memos and present initial findings to the investment team
• Build and maintain detailed financial models, including LBO analyses and operating models for prospective investments
• Lead workstreams during due diligence, developing deep understanding of target companies’ customers, sales processes, churn dynamics, product positioning, competition, team, and market
• Coordinate with external advisors—lawyers, accountants, consultants, and industry experts—throughout the transaction process
• Prepare investment committee memoranda, presentations, and supporting materials
• Support deal structuring, term sheet development, and negotiation processes
• Work with the Board and management teams of portfolio companies post-transaction to improve operational efficiencies, sales and marketing workflows, and financial management
• Support portfolio company M&A initiatives, including target identification, due diligence, and integration planning to fulfill buy-and-build strategies
• Monitor portfolio company performance through financial analysis, KPI tracking, and regular reporting
• Contribute to the development and refinement of Bloom’s investment processes, CRM systems, and internal knowledge base
• Support fundraising and investor relations activities as needed, including preparation of fund reporting and LP communications

Benefits

• Mentorship, not management. We operate as a small team with high autonomy, and we’ll provide mentorship to help you grow
• Direct exposure to senior leadership of Bloom Equity and Bloom’s portfolio company CEOs and boards
• Meaningful deal responsibility-you will own workstreams and have a seat at the table from day one
• An opportunity to grow within Bloom Equity and fast-track to senior positions. This role is an opportunity to get in at the ground level of a fast-growing private equity strategy

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level