Private Equity Associate

1 month ago
Full-time
Senior
Operations
Health Care Providers & Services
1-10
Founded 1995

Description

  • Maintain a comprehensive net-worth and liquidity dashboard covering personal and investment assets, liabilities, cash positions, and obligations.
  • Monitor cash flow across entities and personal accounts, forecast funding needs, and identify ways to improve liquidity and capital deployment.
  • Track investment performance and prepare monthly personal financial summaries and investment reports for the CEO.
  • Coordinate with external advisors, lenders, accountants, attorneys, and wealth professionals to gather inputs and align on strategy.
  • Build and manage a pipeline of acquisition opportunities and develop investment memos with thesis, risks, and recommendations.
  • Conduct deal screening, diligence, and transaction execution across financial, operational, tax, and legal workstreams.
  • Create financial models and underwriting analyses, including LBOs, working capital, debt service, sensitivity cases, and capital stack scenarios.
  • Underwrite real estate opportunities and build pro formas, rent rolls, expense assumptions, and acquisition or development budgets.
  • Support post-close value creation by building 100-day plans, monitoring KPIs, and flagging underwriting variances early.
  • Assist with tax strategy and entity-structuring 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 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.
  • Strong written communication skills with the ability to synthesize complex analysis into clear, concise memos, models, and summaries.
  • High discretion and professional integrity when handling confidential financial information across multiple entities and stakeholders.
  • Strong organizational and project-management skills with the ability to prioritize multiple workstreams and meet tight deadlines.
  • Comfort working in fast-moving, high-ambiguity environments and 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 and interest in contributing to a growing long-term investment platform.

Benefits

  • Competitive compensation commensurate with experience: $1,500–$1,900 per month.
  • Performance-based bonuses 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

Apply Now

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