Business Development Associate - Private Equity - M & A

Optimatum Solutions LLC • New York, NY

42d • $75,000 - $120,000 • Onsite

About The Position

Optimatum Solutions is seeking a Business Development Associate - Private Equity - M&A who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes. We’re looking for a driven professional ready to take ownership in a role that blends sales support with hands-on marketing execution. In this position, you’ll have the autonomy to shape how we grow revenue by owning CRM data integrity, managing client relationships and expansion efforts, executing marketing campaigns, and designing and refining sales materials. This is an in-person role designed for someone who thrives in environments where initiative is valued and independence is encouraged. With flexibility to expand responsibilities based on your availability and business needs, you’ll have the chance to make a visible impact while growing your career. If you’re ready to leverage your experience in a setting where agility, creativity, and impact matter—and where your work will be seen and felt—this is the role for you. Optimatum is a leading vendor management firm, delivering savings for the HR supply chain since 2007. We are the first company in the market to bring best practices in vendor management to HR Supply Chain operations: Employer-Sponsored Healthcare, Retirement, HR Systems, and M&A/Transitional Services. Our turnkey solutions improve the financial and operational performance of health care plans for our clients located nationwide through our unique multidisciplinary approach, which includes forensic analysis and the maintenance of existing vendor relationships, while at the same time increasing HR vendor transparency and accountability. We’re a high-performing, entrepreneurial organization built on a foundation of client focus and innovation. Our culture celebrates individuality, inclusion, and collaborative growth. At Optimatum, you’ll find an environment that encourages continuous learning and personal development—without the constraints of corporate bureaucracy. Every team member plays a meaningful role in driving our success and is recognized for their unique strengths and contributions. The Business Development Associate will support the growth initiatives of the organization by providing strategic sales support, client development coordination, and operational execution across the full business development lifecycle.

Requirements

• 2–4 years of experience in business development, client development, sales support, or marketing within a professional services, consulting, financial services, or private equity environment.
• Bachelors
• Direct experience supporting teams that work with private equity firms or portfolio companies is required.
• Strong understanding of private equity and M & A deal cycles, value creation levers, and the consulting services typically provided to PE clients.
• Exceptional organizational skills with the ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills, with experience preparing client‑facing materials.
• Proficiency with CRM platforms and Microsoft Office Suite

Nice To Haves

• Experience in Professional Services Organization
• Familiarity with transaction advisory services, commercial due diligence, or PE value creation consulting.
• Ability to synthesize market intelligence and translate it into actionable insights for BD strategy.
• Experience supporting senior‑level stakeholders in a matrixed organization.

Responsibilities

• Owning CRM data integrity to ensure accurate pipelines, reporting, and client tracking
• Managing client relationships and expansion efforts with a proactive, independent approach
• Executing marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact
• Designing and refining sales materials that directly influence client engagement and deal success
• Working with leadership on coordinating business development activities; including pipeline tracking, opportunity management, and CRM updates.
• Support the organization in preparing pitch materials, proposals, capability decks, and engagement summaries tailored to private equity clients.
• Conduct background research on target PE firms, portfolio companies, industry trends, and deal activity to support pursuit strategy.
• Maintain and update sales collateral, case studies, and thought leadership relevant to private equity value creation, due diligence, and portfolio optimization.
• Coordinate outreach campaigns, client touchpoints, and follow‑up activities with PE firms, operating partners, and portfolio company executives.
• Track client engagement metrics and prepare reports for leadership on relationship health, cross‑sell opportunities, and market penetration.
• Support planning and execution of marketing events including: roundtables, webinars, and conferences.
• Maintain accurate tracking of activities and action items for the leadership team.
• Assist with scheduling and logistics for meetings and marketing initiatives.
• Ensure compliance with firm policies, risk management procedures, and brand standards.

Benefits

• Salary and bonus
• Comprehensive Healthcare Coverage – Medical, Dental, Vision, Life Insurance, STD & LTD
• 401(k) with company match
• Flexible time off policy – including vacation, personal days and holidays

What This Job Offers

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