Job Opportunity

Associate – Private Equity

Charlotte, NC

Job Summary

Source, manage outreach, and screen new investment prospects. 2+ years of experience in investment banking, financial services, or consulting.

Details

A prominent Private Equity firm based in Charlotte, NC, is looking to expand its team by adding an Associate in the first half of 2025. The firm specializes in high-growth SaaS companies within the emerging lower-middle market. They are highly detail-oriented and highly collaborative, and seek to partner with entrepreneurs, leadership teams, and owners who are passionate about building outstanding companies and making a positive impact on their employees, customers, and communities.

Responsibilities:

* Source, manage outreach, and screen new investment prospects
* Conduct financial modeling of investment opportunities
* Perform market research and competitive analysis
* Execute investment due diligence and transactions
* Participate in internal investment committee discussions and external company meetings
* Assist in financial reporting and investor communication

Qualifications:

* Bachelor’s Degree in Business, Finance, Economics, or Accounting is preferred, but not required
* 2-3 years of experience in investment banking, financial services, or consulting (technology sector experience preferred)
* Exceptional modeling, problem-solving, analytical, and research skills
* Ability to work independently, manage multiple tasks, and meet demanding deadlines
* Entrepreneurial mindset, with ambitious and proactive attitude
* Strong ethical values and commitment to teamwork
* Humility and a collaborative spirit
* Strong written and verbal communication skills, with the ability to interact thoughtfully with portfolio company management teams

Click here for details on this job

  • Job Reference #: selbyjennings PR/512032_1733183499
  • Compensation: $ 160,000
  • Min Experience: 2 years