Private Equity Associate

3 months, 4 weeks ago
Full-time
Senior
Operations
Health Care Providers & Services
1-10
Founded 1995

Description

  • Maintain a comprehensive net-worth, liquidity, and cash-flow dashboard across personal and investment entities.
  • Monitor performance across investments and identify opportunities to improve returns, rebalance capital, and optimize liquidity.
  • Coordinate with tax, legal, wealth, and lending advisors to gather inputs and align on wealth strategy.
  • Prepare monthly personal financial summaries and support financial clarity for major life and business decisions.
  • Build and manage a pipeline of acquisition opportunities and conduct initial deal screening.
  • Develop investment memos, build relationships with brokers and sellers, and lead diligence workstreams across financial, operational, tax, and legal areas.
  • Create and maintain detailed financial models, including LBOs, working-capital analyses, debt-service structures, and sensitivity cases.
  • Evaluate capital stack options and assess post-close cash-flow sufficiency and risk exposure.
  • Underwrite real estate investments and build pro formas, rent rolls, expense assumptions, and acquisition or development budgets.
  • Produce unified financial reporting across operating companies and investments, including monthly performance reports and dashboards.
  • Develop 100-day plans for new acquisitions and support KPI tracking, integration, and post-close performance monitoring.
  • Assist with tax-planning and entity-structure discussions in collaboration with external advisors.

Requirements

  • 4–8 years of experience in private equity, investment banking, corporate development, transaction services, management consulting, or a comparable analytical finance-intensive role.
  • Exceptional financial modeling ability, including LBOs, sensitivity analyses, working-capital forecasting, debt-service modeling, and multi-scenario planning.
  • Ability to build financial models from scratch without templates.
  • Experience supporting or leading transaction processes, including sourcing, deal screening, due diligence, data-room organization, materials preparation, and cross-party coordination.
  • Exposure to real estate underwriting, including multifamily, mixed-use, or operating-business real estate.
  • Advanced Excel skills and comfort with financial automation tools, dashboards, and reporting systems.
  • Superb written communication with the ability to synthesize complex analysis into clear, decision-ready memos, models, and summaries.
  • High discretion and professional integrity when handling confidential financial information across multiple entities and stakeholders.
  • Proven ability to operate in fast-moving, high-ambiguity environments with sound judgment and independent decision-making.
  • Strong organizational and project-management skills with the ability to manage multiple workstreams and tight deadlines.
  • Comfort engaging professionally with lenders, investors, attorneys, accountants, sellers, and advisors.
  • Curiosity and a builder’s mindset focused on improving systems, templates, models, and processes.
  • Entrepreneurial orientation with a long-term interest in wealth creation and growing an investment platform.

Benefits

  • Competitive compensation commensurate with experience, listed at $1,500–$1,900 per month.
  • Performance-based bonus opportunity as the company grows.
  • Direct mentorship from the founder and CEO.
  • 21 days of paid time off.
  • Health benefits.

Interested in this position?

Apply directly on the company website

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