Job Description

Job Title: Private Equity Associate
Department: Investments & Operations
Location: Remote (with travel to portfolio companies)
Job Type: Full-Time
Salary: As per Exp.

This is not just another investment role-it's a rare opportunity to build something meaningful. As a Private Equity Associate at Client, you'll be part of a small, entrepreneurial team committed to acquiring and growing small businesses while preserving their legacy. You'll work closely with business owners, contribute to strategic decisions, and gain deep operational exposure. From sourcing deals to driving growth in portfolio companies, your impact will be direct, personal, and lasting.

• Sourcing & Diligence: Identify and evaluate acquisition targets, conduct due diligence, develop financial models, and assess operational alignment.

• Deal Execution: Support all aspects of the deal process including negotiations, legal coordination, and closing activities.

• Collaborate directly with portfolio company leadership to drive strategic and operational initiatives.

• Ensure smooth transitions that honor founders' legacies-no layoffs, no relocations, and no unnecessary bureaucracy.

• Contribute to process improvements, strategic planning, and performance tracking across the portfolio.

• Travel regularly to portfolio companies to build relationships and help lead value creation on the ground.

• Analytical & Strategic Mindset: Strong skills in financial modeling, due diligence, and business analysis.

• Entrepreneurial Spirit: Comfortable with ambiguity and excited to build sustainable value in the real economy.

• Operational Curiosity: Keen interest in how small businesses work, from the shop floor to executive strategy.

• People-First Orientation: Commitment to preserving culture, honoring legacies, and fostering long-term success.

• Strong Communicator: Clear, persuasive, and empathetic in both written and verbal communication.

• Education: Bachelor's degree in Business, Finance, Economics, Engineering, or related field (MBA or other advanced degrees a plus but not required).

• Experience: 2 5 years of experience in private equity, investment banking, consulting, or operations. Exposure to lower-middle-market deals or industrial sectors preferred.

• Skills: Proficiency in Excel, financial modeling, diligence, and strategic analysis. Familiarity with operational KPIs and growth planning.

• Mission-Driven Work: Be part of a new model for responsible business ownership built on integrity and long-term vision.

• Real Impact: Your efforts will support business owners, employees, and communities.

• Ownership Mentality: You won't just analyze businesses-you'll help run and grow them.

• Career Growth: Work directly with seasoned investors and operators; gain experience far beyond your title.

• Remote Flexibility: Enjoy the autonomy of a remote-first environment with regular, purpose-driven travel.

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