Private Equity Associate

About Bloom Equity Partners

Bloom Equity Partners is a leading Enterprise-focused Software and Services private equity firm headquartered in NYC, currently deploying capital out of Bloom Equity Partners Fund I. We specialize in unlocking growth in lower-middle market enterprise software and business services companies through control investments, further developing already-great businesses into market leaders.

As an Associate on the Investment Team, you will be a core member of the team, working across all stages of the investment lifecycle-from investment evaluation and due diligence through deal execution and post-acquisition value creation. You will work directly alongside senior investment professionals and portfolio company leadership to evaluate, execute, and manage investments in enterprise software and services businesses.

This is a high-impact, high-autonomy role at a fast-growing firm where you will gain meaningful exposure to every dimension of lower-middle market private equity investing.

• Build and maintain detailed financial models, including LBO analyses and operating models for prospective investments
• Conduct preliminary screening of potential targets, including market sizing, competitive analysis, and financial assessment to determine strategic fit with Bloom’s investment thesis
• Prepare investment screening memos and present initial findings to the investment team
• Lead work streams during due diligence, developing deep understanding of target companies’ customers, sales processes, churn dynamics, product positioning, competition, team, and market
• Coordinate with external advisors—lawyers, accountants, consultants, and industry experts—throughout the transaction process
• Prepare investment committee memoranda, presentations, and supporting materials
• Support deal structuring, term sheet development, and negotiation processes

• Work with the Board and management teams of portfolio companies post-transaction to improve operational efficiencies, sales and marketing workflows, and financial management
• Support portfolio company M&A initiatives, including target identification, due diligence, and integration planning to fulfill buy-and-build strategies
• Monitor portfolio company performance through financial analysis, KPI tracking, and regular reporting

• Contribute to the development and refinement of Bloom’s investment processes, CRM systems, and internal knowledge base

• At least 2 years of Investment Banking or Accounting experience or 1 year of Private Equity investment experience (Hard requirement, please do not apply if you do not meet this requirement)
• Ideally have experience in buyouts of B2B enterprise software or tech-enabled services businesses
• Strong financial modeling and due diligence acumen across multiple transaction types
• Excellent analytical skills with the ability to synthesize complex data into clear, actionable investment recommendations
• Ability to perform and prioritize multiple tasks simultaneously with extreme attention to detail
• Strong project management, organizational, process management, and communication skills
• Excel in building strong relationships with intermediaries, management teams, and advisors
• A bachelor’s degree from a top university with a strong GPA

• Total Rewards:
  Competitive salary + discretionary bonus and full health benefits (Medical/Dental/Vision). Compensation band: $150,000-$250,000 Total Compensation - depending on experience
• Mentorship, Not Management:
  Enjoy high autonomy within a lean, collaborative team that prioritizes your professional growth.
• Direct Impact:
  Lead meaningful investment work streams and gain direct exposure to C-suite executives and boards.
• Accelerated Growth:
  Fast-track your career with a ground-floor role in a high-growth private equity firm.
• Vibrant Culture:
  Centrally located office in Manhattan, fully stocked kitchen, annual retreats, and frequent team social events.