Our client is a highly regarded lower middle market private equity firm seeking an Associate to join its Industrials investment team.
The successful candidate will work closely with Principals and Partners across a variety of investment opportunities and portfolio company initiatives. The firm operates with lean deal teams, providing Associates with broad exposure and significant responsibility throughout the investment lifecycle.
Responsibilities:
Evaluate and execute new platform investment opportunities
Perform financial modeling, valuation, and investment analysis
Conduct industry, market, and company due diligence
Support transaction execution and deal process management
Participate in add-on acquisition sourcing and execution
Assist in investment committee materials and presentations
Partner with portfolio companies on strategic and operational initiatives
Monitor portfolio company performance and support value creation efforts
Qualifications:
1-3 years of investment banking experience
Strong financial modeling, valuation, and analytical skills
Experience supporting M&A transactions and due diligence processes
Bachelor's degree with a strong academic record
Excellent communication and presentation skills
Ability to thrive in a fast-paced, entrepreneurial environment
Demonstrated intellectual curiosity and strong work ethic
Interest in private equity investing and company building
What Makes This Opportunity Attractive:
Direct exposure to senior investment professionals
Meaningful involvement across the full investment lifecycle
Lean team environment with significant responsibility
Strong deal flow and active investment pipeline
Exposure to portfolio company strategy and operational initiatives
Collaborative and entrepreneurial culture
Highly competitive compensation package
Opportunity to build a long-term career within a growing private equity platform
Numbers & Facts
Location
Foster City, CA
Skills
Analysis Skillsunmatched
Banking Servicesunmatched
Business Strategyunmatched
Communication Skillsunmatched
Due Diligenceunmatched
Entrepreneurshipunmatched
Equity Securitiesunmatched
Financial Analysisunmatched
Financial Modelingunmatched
Investment Analysisunmatched
Investment Servicesunmatched
Mergers and Acquisitionsunmatched
Operational Strategyunmatched
Performance Analysisunmatched
Presentation/Verbal Skillsunmatched
Process Managementunmatched
Team Playerunmatched
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