Job Description
Executive Summary:
We are currently working with a lower middle market private equity firm that is looking to expand its West Palm deal team.
Position Summary:
We are seeking a highly motivated and analytical Private Equity Associate to join our investment team. The Associate will play a critical role in evaluating investment opportunities, conducting due diligence, supporting portfolio companies, and contributing to the overall investment strategy. This is an excellent opportunity for a candidate with strong financial acumen and a passion for private equity to gain hands-on experience in a dynamic and fast-paced environment.
Key Responsibilities:
- Conduct financial modeling and valuation analyses (DCF, LBO, comparable companies, precedent transactions)
- Perform industry and market research to identify investment opportunities
- Participate in due diligence processes, including reviewing financial statements, legal documents, and operational data
- Prepare investment memoranda and presentations for internal and external stakeholders
- Support deal execution, including coordinating with legal, accounting, and consulting advisors
- Monitor and support portfolio companies, including performance tracking and strategic initiatives
- Assist in fundraising and investor relations activities as needed
Qualifications:
- Bachelor's degree in Finance, Economics, Accounting, or a related field; MBA or CFA is a plus
- 2-4 years of experience in investment banking, management consulting, private equity, or corporate development
- Strong financial modeling and analytical skills
- Excellent written and verbal communication abilities
- High attention to detail and ability to manage multiple projects simultaneously
- Self-starter with a strong work ethic and team-oriented mindset
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