Associate, Private Equity Business Development

Associate, Private Equity Business Development

Capstone is seeking a motivated Private Equity Business Development Associate to join our team. This role offers a structured career progression from mastering basic business development operations and administrative tasks to driving revenue through direct interaction with private equity professionals and business development initiatives.

Position Structure & Progression Phase 1:
Foundation Building (3–6 months)

• Master all basic administrative tasks and operational processes ("blocking & tackling")
• Develop a deep understanding of Capstone's value proposition and client base

Phase 2:
Revenue Generation (6–12 months)

• Begin directly driving revenue through client interactions
• Lead prospecting initiatives and client development
• Execute business development strategies and ideas

Key Responsibilities Administrative & Operational Excellence

• Master Salesforce, Pitch Book, Merger Market, and other relevant platforms
• Maintain accurate client call and meeting logging and CRM management
• Update client profiles on a regular basis
• Manage performance tracking sheets and pipeline updates
• Handle event RSVPs and client registrations
• Process legal documents (NDAs, joinders, non-reliance letters)
• Manage invoice processing and collection

Operational Efficiency & Support

• Log all client calls and meetings and maintain data accuracy
• Assist in creating and maintaining marketing campaigns for new and high-priority focus areas
• Manage opportunities through the sales pipeline
• Add new contacts and prospects to the database
• Ensure CRM data integrity and completeness

Client Marketing Support

• Run the preparation process for client meetings and engagements
• Maintain marketing presentations, ensuring accuracy through monthly updates and refreshes
• Monitor and post Linked In deal announcements by scanning periodically for relevant transactions
• Maintain framework presentations and deal tombstones

Post-Call Management

• Execute comprehensive post-call checklist for every client interaction
• Log calls in Salesforce immediately following completion
• Create relevant opportunities in CRM system
• Add clients to appropriate research distributions and campaigns
• Leverage AI to set up calendar follow-ups and reminder tasks
• Maintain Non-Reliance Letters (NRL) database for each transaction
• Keep client matrix updated in real-time, tracking personnel changes and new hires
• Monitor client team movements to other firms
• Systematically track Peak Load, Pitch Book, and other deal platforms
• Ensure comprehensive deal chasing and identification of hot subsectors
• Add prospects to relevant Salesforce campaigns based on market activity

Client Relationship Management

• Participate in client calls (virtual meetings, QRs, intro calls, project readouts)
• Schedule and coordinate client meetings and introductions
• Maintain relationships with Tier 1, 2, and 3 clients
• Business Development & Market Research
• Identify and profile new PE firms and prospects and conducted targeted outreach to perspective clients
• Conduct market mapping and track deal flow
• Research and maintain a database on portfolio companies, investment activity, fundraising, and M&A activity
• Build comprehensive client maps including AUM, dry powder, and deal preferences

Knowledge Development

• Stay current on industry research publications
• Attend relevant professional conference calls and events
• Develop expertise in PE transaction processes and timelines
• Maintain knowledge of market trends and deal activity

Required

Skills & Qualifications

• Experience with CRM systems (Salesforce preferred)
• Proficiency in Pitch Book and financial databases
• Strong Excel and PowerPoint skills
• Understanding of private equity transaction processes

Core Competencies

• Excellent written and verbal communication skills
• Strong organizational and time management abilities
• Detail-oriented with high accuracy standards
• Ability to build and maintain professional relationships
• Proactive and self-motivated work style
• Analytical thinking and problem-solving skills
• Process improvement mindset with ability to identify efficiency opportunities
• Strong follow-through and ability to manage multiple concurrent projects
• Experience with database management and data hygiene best practices

Industry Knowledge

• Understanding of private equity and M&A processes
• Knowledge of financial markets and investment terminology

Application Process

Interested candidates should submit a resume and cover letter demonstrating relevant experience in business development, client relationship management, or financial services. Experience in private equity or investment banking is preferred but not required.

Seniority level

• Associate

Employment type

• Full-time

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