Private Equity Business Development, Associate

Capstone DC • Washington, DC

84d

About The Position

Capstone is seeking a dynamic and motivated Private Equity Sales Associate to join our team. This role offers a structured career progression from mastering basic business development operations and administrative tasks to driving revenue through directly interacting with Private Equity professionals and employing business development initiatives.

Requirements

• Experience with CRM systems (Salesforce preferred)
• Proficiency in PitchBook and financial databases
• Strong Excel and PowerPoint skills
• Understanding of private equity transaction processes
• Excellent written and verbal communication skills
• Strong organizational and time management abilities
• Detail-oriented with high accuracy standards
• Ability to build and maintain professional relationships
• Proactive and self-motivated work style
• Analytical thinking and problem-solving skills
• Process improvement mindset with ability to identify efficiency opportunities
• Strong follow-through and ability to manage multiple concurrent projects
• Experience with database management and data hygiene best practices
• Understanding of private equity and M&A processes

Nice To Haves

• Familiarity with energy sector dynamics
• Knowledge of financial markets and investment terminology

Responsibilities

• Master all basic administrative tasks and operational processes ('blocking & tackling')
• Complete comprehensive training programs
• Develop deep understanding of Capstone's value proposition and client base
• Begin directly driving revenue through client interactions
• Lead prospecting initiatives and client development
• Execute on business development strategies and ideas
• Master Salesforce, PitchBook, and Peakload platforms
• Maintain accurate client call logging and CRM management
• Update client interest profiles after each interaction
• Manage PE tracking sheets and pipeline updates
• Handle event RSVPs and client registrations
• Process legal documents (NDAs, joinders, non-reliance letters)
• Log all client calls and maintain data accuracy
• Create and maintain marketing campaigns for new and high-priority focus areas
• Manage opportunities through the sales pipeline
• Add new contacts and prospects to the database
• Ensure CRM data integrity and completeness
• Handle preparation for client meetings
• Maintain marketing presentations, ensuring analyst team provides monthly updates and refreshes
• Monitor and post LinkedIn deal announcements by scanning periodically for relevant transactions
• Maintain framework presentations and deal tombstones
• Execute comprehensive post-call checklist for every client interaction
• Log calls in Salesforce immediately following completion
• Create relevant opportunities in CRM system
• Add clients to appropriate research distributions and campaigns
• Leverage AI to set up calendar follow-ups and reminder tasks
• Create and send invoices within one day of project completion
• Proactively chase outstanding invoices to accelerate payment cycles
• Manage client billing relationships to preserve senior team bandwidth for revenue-generating activities
• Maintain Non-Reliance Letters (NRL) database for each transaction
• Keep client matrix updated in real-time, tracking personnel changes and new hires
• Monitor client team movements to other firms
• Systematically track PeakLoad, PitchBook, and other deal platforms
• Ensure comprehensive deal chasing and identification of hot subsectors
• Add prospects to relevant Salesforce campaigns based on market activity
• Participate in client calls (Virtual Meetings, QRs, Intro calls, Project Readouts)
• Conduct targeted outreach to prospective clients
• Schedule and coordinate client meetings and introductions
• Maintain relationships with Tier 1, 2, and 3 clients
• Move warm leads through the sales funnel
• Identify and profile new PE firms and prospects
• Conduct market mapping across Energy, Infrastructure, Industrials, and ESG sectors
• Track deal flow and competitive landscape
• Research portfolio companies and investment activity
• Build comprehensive client maps including AUM, dry powder, and deal preferences
• Stay current on energy and finance research publications
• Attend relevant industry conference calls and events
• Develop expertise in PE transaction processes and timelines
• Maintain knowledge of market trends and deal activity

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 51-100 employees