Associate, Investment Team

Bloom Equity Partners•New York, NY

2d•Onsite

About The Position

Bloom Equity Partners is a leading Enterprise-focused Software and Services private equity firm headquartered in NYC, currently deploying capital out of Bloom Equity Partners Fund I. We specialize in unlocking growth in lower-middle market enterprise software and business services companies through control investments, further developing already-great businesses into market leaders. Led by a team of technology-focused investors and industry operators, Bloom injects capital, operational resources, and playbooks into recession-resistant businesses to rapidly unlock transformational growth and deliver superior risk-adjusted returns to our investment partners and management teams. At Bloom Equity, we are analytically minded, curious by nature, and voracious learners. We welcome people from different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer with an inclusive working environment. As an Associate on the Investment Team, you will be a core member of the team, working across all stages of the investment lifecycle-from investment evaluation 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 enterprise software and 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

At least 2 years of Investment Banking or Accounting experience or 1 year of Private Equity investment experience (Hard requirement, please do not apply if you do not meet this requirement)
Ideally have experience in buyouts of B2B enterprise software or tech-enabled services businesses
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

Responsibilities

Build and maintain detailed financial models, including LBO analyses and operating models for prospective investments
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
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