A leading middle‑market, software‑focused private equity firm with $4B+ in AUM is seeking to hire a Private Equity Associate to join its investing team. This opportunity comes on the heels of the firm’s successful raise of a ~$1.5B fund, and the position is structured as a true career‑track role with direct mentorship from seasoned investors and operators.
The Associate will primarily focus on deal execution, but will also gain exposure to portfolio operations and BD/IR workflows, offering a well‑rounded investing experience. The firm is known for its collaborative culture, strong performance, and hands‑on investment approach across software and technology-enabled businesses.
The ideal start date is Summer 2026, with a highly competitive compensation package relative to industry peers. Candidates coming up on the end of their 2nd or 3rd year in investment banking, specifically with experience in Technology or Software M&A, are strongly encouraged to apply.
Core Responsibilities
- Support all stages of the deal process, including sourcing, diligence, modeling, and closing
- Build and maintain complex financial models (LBOs, operating models, scenario analysis)
- Conduct detailed industry, competitive, and company-level research
- Lead workstreams during third-party diligence (commercial, accounting, legal, technical)
- Prepare investment memos, materials, and presentations for the Investment Committee
Candidate Requirements
Professional Background
- 2–3 years of experience in investment banking, preferably within Technology or Software M&A
- Strong technical skillset with deep exposure to financial modeling and transaction execution
- Prior experience working in fast-paced, deal-driven environments
Technical & Analytical Skills
- Advanced financial modeling proficiency (LBO, operating models, valuation techniques)
- Strong analytical capabilities with the ability to synthesize complex information quickly
- High attention to detail and comfort managing multiple concurrent workstreams
Soft Skills & Attributes
- Strong written and verbal communication skills
- Team-oriented mindset with the ability to collaborate effectively across functions
- Intellectual curiosity and eagerness to learn from senior investors
- Strong work ethic, accountability, and a high degree of professionalism
Other
- Ability to start in Summer 2026
- Passion for software, technology, and private equity investing