Job Description

Job Description

About the Firm

We are currently working with a private equity firm based in the Bay Area 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.

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:

• 2 years of experience in investment banking or private equity by Summer 2026.
• 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.

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