Join our investment team as an Associate, sourcing, diligencing, and supporting platform investments across our generalist mandate. You will work directly with partners and operating teams from deal inception through value creation.
Responsibilities
- Source and evaluate investment opportunities across industrials, technology, healthcare, consumer, and financial services
- Lead financial modeling, valuation analysis, and investment committee materials
- Conduct market research, competitive analysis, and industry mapping
- Manage commercial and operational diligence processes alongside operating partners
- Support portfolio companies post-close on strategic initiatives and value creation plans
- Build and maintain relationships with intermediaries, founders, and management teams
Requirements
- 2–4 years of experience in private equity, investment banking, or strategy consulting
- Strong financial modeling and analytical skills; ability to build complex LBO and operating models from scratch
- Demonstrated interest in operating businesses — not just financial engineering
- Exceptional written and verbal communication; comfort presenting to senior leadership
- Generalist mindset — curiosity across sectors rather than deep specialization in one
- Bachelor's degree from a top-tier institution; MBA or CFA a plus but not required
Nice to have
- Prior operating experience in a portfolio company or startup
- Experience with carve-outs or corporate divestitures
- Bilingual capability for cross-border diligence
Associate — Investment Team in dallas at Unknown Company
This position is listed as full time and onsite.