About the Firm
We are currently working with a San-Francisco-based private equity firm that is seeking to add an Associate to its investment team. The firm has developed a reputation for its operationally-driven approach and has built a successful track record of investing in founder-led businesses across the lower middle market. With a recently raised fund and a history of consistent performance, the team continues to focus on transformative investments in the industrials and business services sectors.
Key Responsibilities:
- Support the identification, evaluation, and execution of investment opportunities in the lower middle market, with a focus on industrials and business services.
- Participate in all stages of the investment process, including due diligence, financial modeling, deal structuring, and execution.
- Collaborate with portfolio company management and internal operating partners to drive value creation initiatives.
- Assist in the preparation of investment committee materials, board presentations, and other strategic documentation.
- Monitor portfolio performance and contribute to ongoing strategic and operational planning.
Qualifications:
- 1.5–3 years of experience in investment banking or private equity.
- Strong financial modeling, analytical, and problem-solving skills.
- Outstanding academic credentials and demonstrated intellectual curiosity.
- Proactive, detail-oriented, and able to manage multiple projects in a fast-paced environment.
- Strong interpersonal skills and the ability to work effectively within a small, entrepreneurial team.
