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
- Strong written and verbal communication skills, with the ability to interact thoughtfully with portfolio company management teams
- Ability to work independently, manage multiple tasks, and meet demanding deadlines
- Entrepreneurial mindset with an ambitious and proactive attitude
- Strong ethical values and commitment to teamwork
- Humility and a collaborative spirit
If this opportunity aligns with your career aspirations, we encourage you to apply!
