Job Description
Job Description
We are seeking a highly analytical and driven Private Equity Associate to join a Lower Middle Market Private Equity investment team. The Associate will play a key role in evaluating new investment opportunities, executing transactions, supporting portfolio companies, and driving value creation initiatives across the fund. This is a fast-paced, high-responsibility role ideal for candidates with strong financial acumen, strategic thinking, and a passion for investing.
Key Responsibilities
1. Deal Sourcing & Evaluation
- Perform market research, competitive analysis, and sector mapping to identify attractive investment themes.
- Review inbound deal flow and conduct initial screening to assess alignment with investment criteria.
- Participate in meetings with management teams, bankers, advisors, and industry experts.
2. Financial Modeling & Due Diligence
- Build and maintain detailed financial models, including LBO, operating, and valuation models.
- Conduct rigorous due diligence across financial, commercial, operational, and legal workstreams.
- Coordinate with third-party advisors (consultants, accountants, lenders, lawyers) to validate assumptions and uncover risks.
3. Transaction Execution
- Support the end-to-end deal process from LOI to closing.
- Prepare internal investment committee materials, including memos, presentations, and risk assessments.
- Work closely with senior team members to negotiate transaction terms, structure financing, and review legal documentation.
4. Portfolio Management
- Partner with portfolio company leadership teams to track KPIs, analyze performance, and identify value creation opportunities.
- Support strategic initiatives such as M&A add-ons, pricing optimization, cost improvements, and market expansion.
- Prepare quarterly board materials and internal reporting.
5. Fund-Level Support
- Assist in investor reporting, fundraising materials, and responding to LP data requests.
- Contribute to ongoing improvements in firm processes, analytics, and knowledge management.
Qualifications
Required
- Bachelor's degree in Finance, Economics, Accounting, Engineering, or related field.
- 2-4 years of prior experience in investment banking or private equity.
- Advanced proficiency in Excel financial modeling and PowerPoint.
- Demonstrated ability to analyze complex financial data and synthesize insights.
- Strong written and verbal communication skills, with the ability to present findings clearly and concisely.
- High level of professionalism, integrity, and attention to detail.
Preferred
- Experience executing M&A transactions or leveraged buyouts.
- Exposure to portfolio operations or value creation initiatives.
- Familiarity with data analytics tools (e.g., Tableau, PowerBI) is a plus.
Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.
By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.
We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.
From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.
Company Description
Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.