Private Equity Associate - Healthcare & Financial Services

Private Equity Associate - Healthcare & Financial Services

A well‑capitalized and established middle market private equity firm is seeking to add an Associate or Vice President to its investment team in Birmingham, Alabama. The firm has raised three funds
, is well capitalized
, and has completed numerous realizations over its history. It invests primarily in healthcare, financial services, and technology‑enabled services
, with a disciplined, fundamentals‑driven approach and a strong emphasis on partnership with management teams.

This role is well‑suited for investors looking for hands‑on deal experience
, early responsibility, and long‑term career progression within a stable, growing platform.

The Role

You’ll work closely with Partners and senior team members across the full investment lifecycle. The team runs lean, so Associates and VPs are given real ownership over diligence, execution, and portfolio work
, rather than functioning as pure modeling resources. The scope of the role will scale based on level, with Vice Presidents expected to take on increasing leadership across transactions and junior team oversight.

Key Responsibilities

• Evaluate new investment opportunities and support deal execution
• Build and review LBO and operating models
• Coordinate third‑party diligence providers
• Prepare investment committee materials
• Support portfolio company initiatives and exit planning
• Interact regularly with management teams and advisors

Candidate Profile

• Associate
  : 2–4 years of Investment Banking (M&A) or Private Equity experience
• Vice President
  :
  Prior PE experience with direct deal execution exposure
• Strong financial modeling and analytical skills
• Experience in healthcare, financial services, or tech‑enabled services preferred
• Professional maturity, sound judgment, and comfort operating in a small team
• Willingness to relocate to Birmingham, Alabama

Why Consider This Opportunity

• Established firm with a consistent investment and exit track record
• Broader responsibility than similarly titled roles at larger funds
• Long‑term opportunity with carry participation
• Quality‑of‑life advantages of Birmingham:
  • Low cost of living
  • Ability to advance quickly in a less crowded market

Seniority level
:
Associate |
Employment type
:
Full‑time |
Job function
:
Finance