Associate/Senior Associate - Private Equity
About The Position
The Associate/Senior Associate will work broadly across private equity, with a focus on co-investments and primary fund investments. The role takes meaningful ownership across the investment process, including sourcing, screening, due diligence, underwriting, Investment Committee preparation, execution, and ongoing portfolio monitoring. The individual is expected to advance workstreams, develop independent investment perspectives, identify risks and opportunities, and turn analysis into clear recommendations for senior team members and Investment Committee discussions. This position suits an investment professional who can operate with increasing autonomy, manage multiple priorities, and take accountability for high-quality execution in an entrepreneurial, collaborative, low-ego culture characterized by high volume and a fluid structure. The successful candidate will assess individual opportunities while also considering how co-investments and fund commitments fit within a broader portfolio, including the effects of manager, industry, geographic, and stage exposures on portfolio construction.
Requirements
- 2–4+ years of private equity experience, preferably including co-investments and/or primary fund investing, or other relevant investment experience.
- Demonstrated experience evaluating private equity investments.
- Strong quantitative and financial modeling skills, including the ability to assess valuation, investment returns, and sensitivities.
- Strong sense of risk/reward trade-offs and sound investment judgment.
- Ability to independently structure analysis, identify important diligence questions, work a deal, and think outside the box when evaluating and advancing opportunities.
- Strong interpersonal skills and ability to synthesize detailed analysis into concise, decision-useful recommendations.
- Ability to communicate and present ideas effectively, verbally and in writing.
- Ability to manage multiple concurrent priorities with strong attention to detail and accountability for deliverables.
- Positive, team-oriented attitude and desire to develop, coach, and lead deal teams as experience and responsibility increase.
- Fluent written and spoken English.
- Ownership mentality and willingness to take initiative beyond assigned tasks.
- Strong judgment and comfort operating in a fast-paced environment with evolving priorities.
- Collaborative, low-ego approach and ability to work effectively across seniority levels and functions.
Nice To Haves
- Transaction execution experience and exposure to manager, fund, and track-record analysis preferred.
- CFA and/or MBA is a plus, but not a requirement.
Responsibilities
- Own key workstreams in sourcing, screening, due diligence, underwriting, and execution of private equity co-investments and primary fund opportunities, using the firm's global network.
- Evaluate buyout co-investment transactions across industries and geographies, and primary fund opportunities across managers, strategies, sectors, and regions.
- Assess private equity managers and funds, including team capabilities, investment strategy, track record, portfolio construction, market positioning, alignment of interests, and key terms.
- Lead and coordinate parts of the due diligence process with fund managers, company management teams, investment bankers, advisors, and internal teams; identify investment considerations and opportunities and advance opportunities toward a decision.
- Develop financial and investment analyses, including valuation, leveraged buyout, and cash flow analyses as appropriate, and assess assumptions, sensitivities, and risk/reward considerations.
- Prepare and present due diligence materials and Investment Committee memoranda for co-investments and primary fund investments.
- Develop an independent investment perspective, synthesize quantitative and qualitative information into conclusions and recommendations, and communicate and defend that perspective in team discussions and Investment Committee meetings.
- Coordinate transaction execution, closing, and structuring for co-investments and fund commitments; identify and help resolve issues throughout execution.
- Monitor existing investments and fund relationships, evaluate performance and material developments, and maintain relationships with private equity sponsors, intermediaries, advisors, and other investors.
- Represent the firm professionally in external interactions and contribute to portfolio and market discussions by identifying themes, trends, and potential investment opportunities across managers, strategies, and sectors.
- Support junior team members by reviewing work, sharing investment perspectives, and providing guidance as appropriate to level.
Benefits
- Employment Resource Groups and mentorship programs to enhance the employee experience.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
