Private Equity Associate, Direct Investments

About the role

We are partnering with a leading lower‑middle‑market investment firm to hire a Private Equity Associate for its New York office. The role offers extensive exposure across the full investment lifecycle, from sourcing deals to supporting portfolio company initiatives.

Key responsibilities

• Identify and evaluate new investment opportunities, conducting market research and industry analysis.
• Build detailed financial models and perform investment analyses to support decision‑making.
• Assist with due‑diligence processes, including data collection, analysis, and coordination with advisors.
• Prepare investment committee materials, memos, and presentation decks.
• Collaborate with senior team members on sourcing, underwriting, and portfolio company projects.

Required profile

• 2‑3 years of experience in private equity, investment banking, an independent sponsor, or direct investing.
• Demonstrated ability to construct and interpret complex financial models.
• Experience with co‑investments, sponsor‑backed deals, or lower‑middle‑market transactions is highly valued.
• Exposure to founder‑owned companies and an entrepreneurial mindset.

Required skills