Private Equity Senior Associate
About The Position
This role is with a private equity firm focused on lower middle market, family- and founder-owned businesses, with a concentration in the business services and industrials sectors. The firm partners with best-in-class management teams to transform small-capitalization, entrepreneurial businesses into institutional-caliber platforms positioned for continued growth well beyond the hold period. Rather than raising a traditional blind-pool fund, the firm sources capital on a deal-by-deal basis through a network of large institutional capital partners, and serves as the primary sponsor on each of its investments — providing significant flexibility in deal execution and ample capital to support portfolio companies. The team structure is flat, collaborative, and entrepreneurial, with a shared focus on generating outstanding returns for investors, management teams, and capital partners alike. With a lean team, professionals here get exposure to the full investment lifecycle — from sourcing through exit — far earlier than they would at a larger platform. The Senior Associate will work directly alongside senior investment professionals across sourcing, due diligence, and portfolio management. This is a hands-on seat: the Senior Associate builds financial models, drafts investment committee materials, conducts industry research, and coordinates with third-party diligence partners on live deals. On the portfolio side, the Senior Associate supports ongoing monitoring and ad hoc strategic projects for existing investments. This role suits someone who wants to build a strong technical foundation in lower middle market private equity while working closely with a senior team that will invest in their development. What Makes This Opportunity Interesting Direct exposure to the full deal lifecycle — sourcing, diligence, IC process, and portfolio management — without the layers of a large-cap platform Meaningful ownership of financial modeling and analysis on live transactions from day one Close working relationship with senior investment professionals, including regular direct interaction with decision-makers A sector-focused strategy (business services and industrials) that builds deep, transferable domain expertise A collaborative, team-oriented culture in a growing Miami office The Path Forward This role is designed as a launching point within the firm's investment team, with a clear track for Associates who perform well to take on greater deal ownership and responsibility over time.
Requirements
- Minimum of 4-6 years of experience in investment banking, private equity, and/or transaction advisory services
- Undergraduate degree required
- Strong analytical and communication skills, both verbal and written
- Ability to multi-task in a dynamic environment, work independently, and prioritize effectively while meeting stringent deadlines
- Team player and self-starter with outstanding organizational abilities and high attention to detail
Nice To Haves
- Lower middle market experience a plus
- Relevant advanced degrees a plus
Responsibilities
- Build financial models to analyze cash flows, investment returns, and enterprise values for new opportunities and existing portfolio companies
- Prepare investment memos and other approval materials for the Investment Committee
- Conduct industry research on market size, growth prospects, demand drivers, and key competitors
- Facilitate diligence activities with third-party partners (e.g., senior lenders, accountants, attorneys, IT and strategy consultants)
- Assist with ongoing monitoring and ad hoc strategic projects for portfolio companies
- Compile financial reports and valuation estimates on current portfolio companies for current and prospective investors
- Provide support at and attend industry events, conferences, and trade shows
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
