Private Equity Associate

About the Client

The client is a well-established Boston-based private equity firm specializing in the lower-middle-market. They offer flexible growth equity, debt, and buyout capital ranging from $3 million to $8 million per initial transaction to businesses with revenues between $5 million and $50 million.

Role Overview

We are looking for a highly analytical and motivated Investment Associate to become an integral part of a streamlined investment team. The role encompasses involvement throughout the investment lifecycle, from initial evaluations and financial underwriting to due diligence, preparing Investment Committee presentations, and managing portfolio companies post-investment.

Key Responsibilities

• Develop and update complex LBO, DCF, and operational financial models to assess new investment opportunities and evaluate risk.
• Manage the due diligence process by coordinating with external legal, accounting, tax, and commercial advisors to thoroughly analyze target companies.
• Prepare detailed and clear investment memorandums and presentations for the Investment Committee.
• Carry out market and thematic industry research to discover lucrative investment opportunities and potential add-on acquisitions.
• Engage with senior executives at portfolio companies to monitor financial performance and contribute to value creation strategies.

Candidate Profile

• Possess 2 to 4 years of experience in investment banking, private equity, growth equity, or corporate development roles.
• Exhibit advanced proficiency in financial modeling, financial statement analysis, and valuation methodologies.
• Have a proven record of managing transaction processes and preparing materials for Investment Committees.
• Demonstrate excellent written and verbal communication skills with the ability to clearly present complex strategic ideas.
• Maintain a strong sense of self-motivation, intellectual curiosity, and exceptional attention to detail.
• Hold a bachelor's degree in Finance, Economics, Accounting, or a related quantitative discipline.

Compensation and Benefits

• Offer a highly competitive base salary together with substantial performance-driven bonuses.
• Receive direct mentorship from senior investment professionals and gain exposure to high-profile, intricate transactions.
• Benefit from comprehensive health, retirement, and wellness programs.