Associate/Senior Associate, Private Equity
Listed on 2026-02-25
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Finance & Banking
Financial Analyst, Corporate Finance
Associate and Senior Associate for a Growing Private Equity Team
A high growth private equity fund in the Bay Area is hiring across its investment team. The group invests in tech enabled services and software businesses within the lower middle market, with a strong focus on transforming human driven services into scalable, tech forward models. If you are interested in joining a lean team where you can work directly with founders and see the full investment lifecycle end to end, this is a strong opportunity.
What You’ll Do
You will work across sourcing, diligence, modeling, execution, and portfolio support. Associates and Senior Associates contribute directly to investment theses, market mapping, financial analysis, and key work streams throughout a deal. The team gives early responsibility and values people who are proactive, curious, and comfortable interacting with leadership at founder led companies.
Responsibilities include
- Developing market theses and mapping sub sectors across software and tech enabled services
- Sourcing and evaluating new opportunities
- Leading financial, market, and operational diligence
- Building and refining financial models related to live deals
- Supporting transaction structuring, closing, and post close initiatives
- Partnering with portfolio leadership on growth and performance tracking
What They Need in a Candidate
- 2 to 5 years of experience in investment banking or private equity (not VC)
- Strong financial modeling skills, including three statement and LBO modeling for Senior Associate
- PE experience is required to be considered for the Senior Associate role
- Experience in M&A, Lev Fin, or tech focused banking groups
- Confidence interacting with founders and senior executives
- Motivation to join a growing platform with a merit based environment
(Candidates from energy groups are not a match due to modeling differences.)
Candidates must be authorized to work in the United States without the need for current or future sponsorship.
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