About the Firm:
H&P is representing a middle-market private equity firm specializing in investing in software companies with high growth potential. With a strategic and collaborative approach, they partner with portfolio companies to drive operational improvements, accelerate growth, and create long-term value. Located in Boston, the team combines deep industry expertise with a results-oriented mindset in a dynamic and collegial environment.
Position Overview:
My client is seeking a motivated and detail-oriented Private Equity Associate to join their investment team. This individual will play a critical role in evaluating potential investments, managing deal execution, and supporting portfolio company growth initiatives. The ideal candidate has a passion for technology and private equity, strong financial modeling skills, and an entrepreneurial mindset.
Key Responsibilities:
Investment Analysis and Execution
- Conduct thorough market research, industry analysis, and competitive benchmarking to identify attractive investment opportunities.
- Build and maintain complex financial models, including LBO (leveraged buyout) models, to evaluate potential transactions.
- Assist in due diligence efforts, including evaluating financials, assessing risks, and analyzing business operations.
- Prepare investment committee presentations and supporting materials to communicate findings and recommendations.
Deal Sourcing
- Support the identification and evaluation of software companies that align with the firm’s investment thesis.
- Build relationships with entrepreneurs, intermediaries, and industry professionals to maintain a robust deal pipeline.
Portfolio Management
- Collaborate with portfolio company management teams to drive value creation, including identifying growth opportunities, optimizing operations, and supporting strategic initiatives.
- Track financial and operational performance of portfolio companies, identifying trends and areas for improvement.
Firm Development
- Contribute to internal initiatives to enhance the firm’s processes, tools, and knowledge base.
- Represent the firm at industry events and conferences.
Qualifications:
- Education: Bachelor’s degree with a strong academic record; CFA designation is a plus.
- Experience: 2-4 years of experience in investment banking, consulting, or private equity; prior experience in the software or technology sector is highly preferred.
- Technical Skills: Proficiency in financial modeling, valuation methodologies, and analytical tools (e.g., Excel, PowerPoint). Familiarity with CRM tools or market research platforms is a plus.
- Soft Skills: Excellent communication and presentation skills, strong attention to detail, and the ability to manage multiple projects under tight deadlines.
- Mindset: Demonstrated interest in technology and private equity, a collaborative team player, and an entrepreneurial thinker.
Compensation and Benefits:
- Competitive base salary and performance-based bonus.
- Comprehensive benefits package, including health insurance, 401(k) plan, and professional development opportunities.
- Opportunity to work closely with senior leadership and gain exposure to all aspects of the private equity investment process.
