Private Equity Associate, Software
Location: Remote / United States
About the Role
We are seeking a highly motivated Private Equity Associate to join our Software investment team. This role offers the opportunity to work across the full investment lifecycle, including sourcing, evaluating, executing, and managing investments in software and technology-enabled businesses. The Associate will work closely with senior investment professionals and portfolio company leadership to identify growth opportunities and drive value creation.
Key Responsibilities
- Evaluate investment opportunities across enterprise software, SaaS, vertical software, and technology-enabled services.
- Build and maintain financial models, including LBO, valuation, and operating models.
- Conduct financial, commercial, and market due diligence.
- Prepare investment memoranda, presentations, and transaction analyses for internal decision-making.
- Support transaction execution by coordinating with management teams, advisors, lenders, and legal counsel.
- Monitor portfolio company performance and assist with strategic initiatives, operational improvements, and growth opportunities.
- Research industry trends, competitive landscapes, and potential acquisition targets.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- 2–4 years of experience in private equity, investment banking, transaction advisory, or corporate development.
- Strong financial modeling, valuation, and analytical skills.
- Knowledge of the software, SaaS, or technology sector is preferred.
- Excellent communication, organizational, and problem-solving abilities.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Ability to manage multiple priorities in a fast-paced, collaborative environment.
