Private Equity Associate (Middle Market)
About The Position
As a Private Equity Associate, you'll work across the full investment lifecycle, from deal sourcing to due diligence to portfolio value creation. Your day-to-day will include: Deal sourcing and evaluation - Build relationships with intermediaries, identify targets, and assess strategic fit Financial modeling and analysis - Build LBO models, run sensitivity analyses, and evaluate return scenarios Due diligence execution - Lead workstreams on commercial, financial, and operational diligence alongside consultants and advisors Investment memo preparation - Develop IC materials that articulate the investment thesis, risks, and value creation plan Market research - Analyze industry trends, competitive landscapes, and market dynamics to inform investment decisions Portfolio company support - Work with management teams post-close on strategic initiatives, KPI tracking, and operational improvements Exit planning - Support portfolio companies through exit readiness and sales processes Cross-functional collaboration - Partner with Operating Partners, CFOs, and external advisors to drive value
Requirements
- Consulting experience - 3-5 years at MBB, Big 4 Transaction Services, or top-tier strategy/ops consulting firms
- Strong financial acumen - Comfortable building complex models and understanding how deals get structured
- Analytical rigor - You can dig into financials, spot red flags, and assess business quality quickly
- Commercial instinct - You understand what drives business value beyond the spreadsheet
- Executive presence - Comfortable presenting to investment committees and engaging with CEOs and management teams
- Work ethic - You're prepared for the intensity of deal cycles and portfolio company challenges
Nice To Haves
- Deal experience - Exposure to M&A, transaction due diligence, or corporate development is a plus
- Industry knowledge - Familiarity with B2B software, healthcare tech, or business services is valuable but not required
Responsibilities
- Deal sourcing and evaluation
- Financial modeling and analysis
- Due diligence execution
- Investment memo preparation
- Market research
- Portfolio company support
- Exit planning
- Cross-functional collaboration
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
