Senior Associate

About the Opportunity

Our client is an entrepreneurial lower middle market investment firm focused on acquiring and growing founder-owned businesses across a range of industries. The team is seeking a highly analytical Senior Associate to play a critical role in evaluating, executing, and managing control investments.

This position offers significant transaction responsibility, direct exposure to senior decision-makers, and a clear path toward advancement within a growing investment platform.

Key Responsibilities

• Evaluate and underwrite new investment opportunities
• Build and maintain detailed acquisition, operating, and returns models
• Analyze financial statements, cash flow, working capital, and business performance
• Prepare investment memorandums and investment committee materials
• Manage and coordinate financial, legal, tax, commercial, and operational diligence processes
• Lead interactions with advisors, lenders, and third-party diligence providers
• Conduct industry, market, customer, and competitive research
• Identify investment risks, develop downside scenarios, and challenge key assumptions
• Support transaction structuring, financing, documentation, closing, and post-close initiatives
• Assist with portfolio company reporting and value creation efforts

Qualifications

• 3-5 years of experience in private equity, investment banking, transaction advisory, or a similar transaction-focused role
• Strong preference for candidates with lower middle market buyout experience
• Advanced financial modeling and valuation skills
• Strong accounting and financial statement analysis capabilities
• Ability to independently manage multiple projects in a fast-paced environment
• Excellent written communication, organization, and attention to detail
• Entrepreneurial mindset and desire to work within a lean, growing investment platform
• Demonstrated interest in long-term career progression within private equity