What are the responsibilities and job description for the Private Equity Associate position at Investment Management Company?
Position Title: Private Equity Associate
Location: Manhattan, NY
Firm Overview: Join a middle-market PE / Private Credit firm specializing in buyout opportunities. We provide strategic capital and hands-on operational support to unlock value in complex situations. Our firm partners with management teams to drive growth, restructure operations, and achieve sustainable performance improvements across diverse industries including the consumer, industrial and technology sectors.
Key Responsibilities:
- Conducting industry research using tools such as Salesforce, Bloomberg, Capital IQ, Pitchbook, and FactSet.
- Supporting the deal process evaluation, including structuring, negotiation, and financing of transactions.
- Performing detailed company-specific analyses, including cohort analysis, revenue breakdowns, and financial performance metrics (e.g., revenue, gross margin, EBITDA), as well as customer-level performance.
- Building complex financial models to assess potential investment opportunities, employing advanced financial models for leveraged buyouts, mergers, public company take-privates, and other deal types.
- Preparing comprehensive investment committee presentations and memoranda.
- Contributing to the ongoing management of existing portfolio investments.
Private Equity Investment Approach: Focus on complex lower middle-market businesses, upper middle market buyouts, and high-quality, stable target company growth buyouts in businesses with EBITDA ranging from $25 million to $100 million. Targets include small, growth-focused leveraged buyouts with both majority and minority growth equity investments.
Private Credit Investment Approach: Agnostic to sponsor involvement – flexible across private, public, sponsored and non-sponsored businesses. Target investments in businesses with EBITDA of $10 to $100 million. Emphasis on senior secured first lien, second lien and unitranche financings.
Qualifications:
- 1-3 years of experience at a top-tier investment bank.
- Strong quantitative and analytical capabilities, including the ability to conduct detailed industry and company-specific analyses, such as customer cohort analysis, revenue breakdowns, financial performance metrics (covering revenue, gross margin, and EBITDA), and customer-level insights.
- Proficient in building and updating complex financial models, including those for leveraged buyouts, take-privates, dividend transactions, and minority investments.
- Excellent academic record with a bachelor’s degree in Data Science, Finance, Economics, Statistics, or a closely related discipline.
- Exceptional communication, leadership, and interpersonal skills, demonstrating a strong ability to collaborate with teams and interact with senior stakeholders.
Location: This role is based in Manhattan, NY. On-site presence is required four days a week, Monday through Thursday.
Compensation: Base salary with additional performance-based bonuses. Compensation is based on total capital managed by the firm and its affiliates.
