Equity Senior Associate

Overview

A lower middle market investment firm is looking to add an Associate to its Boston-based team.

The Role This is a generalist investing position within a lean team, offering exposure across the full deal lifecycle. The Associate will play a key role in sourcing opportunities, executing transactions, and supporting portfolio companies, working closely with senior investors.

• Proactively source and develop investment opportunities through outbound outreach and relationship building
• Build and maintain long-term relationships with founders, executives, and intermediaries
• Support deal execution including financial analysis, modeling, and diligence
• Conduct market research across relevant sectors
• Assist with portfolio company initiatives and ongoing performance tracking
• Contribute to pipeline discussions and investment decision-making

• 1-4 years of investment banking experience (strong deal exposure preferred)
• Prior internship experience in finance
• Strong financial modeling and analytical skillset
• Demonstrated ability or interest in sourcing / relationship-driven investing
• Ability to manage multiple work streams in a fast-paced environment
• High ownership, curiosity, and strong communication skills

• Lean team environment with significant responsibility early
• Blend of sourcing, execution, and portfolio exposure (not purely execution-focused)
• Relationship-driven investment approach