Private Equity Business Development, Associate

Capstone•Washington, DC

About The Position

Capstone is seeking a motivated Private Equity Business Development 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 direct interaction with private equity professionals and business development initiatives. Position Structure & Progression Phase 1: Foundation Building (3–6 months) Master all basic administrative tasks and operational processes ("blocking & tackling") Complete comprehensive training programs Develop a deep understanding of Capstone's value proposition and client base Phase 2: Revenue Generation (6–12 months) Begin directly driving revenue through client interactions Lead prospecting initiatives and client development Execute business development strategies and ideas

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
Knowledge of financial markets and investment terminology

Nice To Haves

Experience in private equity or investment banking is preferred but not required.

Responsibilities

Master Salesforce, PitchBook, MergerMarket, and other relevant platforms
Maintain accurate client call and meeting logging and CRM management
Update client profiles on a regular basis
Manage performance tracking sheets and pipeline updates
Handle event RSVPs and client registrations
Process legal documents (NDAs, joinders, non-reliance letters)
Manage invoice processing and collection
Log all client calls and meetings and maintain data accuracy
Assist in creating and maintaining 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
Run the preparation process for client meetings and engagements
Maintain marketing presentations, ensuring accuracy through 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
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)
Schedule and coordinate client meetings and introductions
Maintain relationships with Tier 1, 2, and 3 clients
Identify and profile new PE firms and prospects and conducted targeted outreach to perspective clients
Conduct market mapping and track deal flow
Research and maintain a database on portfolio companies, investment activity, fundraising, and M&A activity
Build comprehensive client maps including AUM, dry powder, and deal preferences
Stay current on industry research publications
Attend relevant professional conference calls and events
Develop expertise in PE transaction processes and timelines
Maintain knowledge of market trends and deal activity