Investment Senior Principal - Middle Market PE Firm

Position:
Investment Principal – Private Equity, Middle-Market Buyouts

Location:
New York, NY (On-site)

Firm Overview

A middle-market private equity firm is seeking a Principal to support investment execution and portfolio management across industrial, consumer, business services, and technology-enabled sectors.

Role Summary

The Principal will lead key aspects of transaction evaluation, due diligence, deal execution, and portfolio value-creation initiatives. The role requires strong analytical capabilities, transactional experience, and the ability to work directly with management teams and internal stakeholders.

Responsibilities

• Source and evaluate investment opportunities through industry research and advisor networks.
• Lead financial modeling, valuation analyses, and preparation of investment committee materials.
• Manage due diligence processes, coordinating third-party advisors and internal teams.
• Support negotiation and structuring of transactions.
• Partner with portfolio company leadership on strategic planning, performance monitoring, and operational improvement initiatives.
• Oversee preparation of portfolio reporting and support exit planning.
• Mentor junior team members and contribute to firm-level initiatives.

Qualifications

• Minimum six years of relevant experience in private equity, investment banking, or related disciplines.
• Strong transaction execution skills and familiarity with middle-market buyout processes.
• Excellent analytical, communication, and project-management capabilities.

Work Arrangement

On-site presence in Manhattan is required Monday through Thursday.

Compensation

Competitive base salary, annual bonus, carried interest eligibility, and full benefits.