VP/Principal, Investment Team

Bloom Equity Partners • New York, NY

13d

About The Position

This role sits at the center of Bloom’s investment engine-leading deals from origination through execution and driving value creation within our portfolio companies. Leveraging deep private equity investing and operational experience, the VP/Principal will manage and drive Bloom’s efforts across the full investment lifecycle: thesis generation, deal sourcing, transaction execution, debt and equity capital raising, portfolio management, and exit. The VP/Principal will expand the firm’s reach by building trust-based relationships with key parties-management teams, investment bankers, advisors, limited partners, and portfolio company executives-while serving as a trusted partner to the senior leaders of the firm. This is a high-ownership role for a proven investor who is ready to lead deals, shape strategy, and build an enduring platform in enterprise software investing.

Requirements

• 6–10 years of progressive private equity investment experience, ideally preceded by 2–3 years in investment banking or management consulting
• Proven track record of leading enterprise software/business services buyouts in the lower-middle market
• Superior business acumen and judgment to analyze investment opportunities, market dynamics, and company financials within the technology sector
• Demonstrated ability to independently lead deal processes from origination through close
• Strong relationships with intermediaries, investment bankers, operators, and advisors in the enterprise software ecosystem
• Ability to flex both upwards and downwards - coordinating the investment process at a senior level while maintaining the highest quality of analytical execution
• Exceptional communication skills (written and verbal) with the presence to engage credibly with founders, C-suite executives, board members, and limited partners
• Hands-on, entrepreneurial leader who thrives in a small, high-autonomy team environment
• Outstanding financial modeling and analytical capabilities
• Strong understanding of accounting, capital structures, and debt financing
• Constantly looking ahead; anticipating, guiding, and communicating proactively
• Self-initiating in a manner aligned with Bloom’s strategy and culture
• Inspires and engages internal and external teams
• Curious, creative, and ambitious—passionate about investing in technology businesses
• Excels at building internal and external alignment on ideas, actions, and recommendations
• Carries and conveys a healthy sense of urgency

Nice To Haves

• Track record of multiple successful exits or significant value creation milestones
• Ability to shape firm strategy and investment thesis evolution
• MBA from a top-tier university preferred

Responsibilities

• Source enterprise software and business services buyout opportunities through proprietary research, intermediary relationships, and direct outreach to founders and CEOs
• Help shape investment team culture, recruiting strategy and analyst/associate development programs
• Lead thematic research in relevant technology sub-segments to develop conviction around investment themes and target profiles
• Set up and lead quantitative and qualitative due diligence on prospective investments, coordinating across internal teams and external advisors (legal, financial, commercial, technical)
• Lead and oversee key functions of a transaction including financial modeling, investment committee memoranda, investor presentations, due diligence frameworks, and lender presentations
• Manage relationships with key investment stakeholders—management teams, advisors, co-investors, and financing partners-and develop a deep sector-specific network
• Lead negotiations of key transaction documentation (purchase agreements, shareholder agreements, management incentive plans, credit agreements) with support from internal and external counsel
• Contribute to structuring and raising debt financing in partnership with lenders and capital markets advisors
• Actively engage with the boards of portfolio companies with responsibility for post-closing value creation workstreams, strategic initiatives, and board materials
• Monitor performance and risk profile of existing portfolio investments; prepare and present deal information by stage to the investment committee
• Lead and mentor associates and analysts in developing financial models, managing diligence processes, and advancing professionally
• Support fundraising and LP relations by building investor relationships, preparing fund reporting, and participating in LP meetings and co-investment processes
• Contribute to Bloom’s client-related activities, firm-building initiatives, and internal strategic planning

Benefits

• Partner-track role with meaningful carried interest participation and a clear pathway to senior leadership
• Direct partnership with experienced investors and operators who have built and scaled technology businesses
• High-impact, high-autonomy environment where you will lead deals and shape portfolio company outcomes from day one
• Exposure to every dimension of the firm-investing, portfolio operations, fundraising, and strategic planning
• Competitive compensation package including base salary, performance bonus, and carried interest
• Mentorship and professional development within a collaborative, intellectually rigorous team

What This Job Offers

• Job Type: Full-time
• Career Level: Principal
• Education Level: No Education Listed