What are the responsibilities and job description for the Private Equity Associate. position at Alexander Chapman?
A lower middle market private equity firm is looking to add a Junior Associate to its investment team. The role offers broad exposure across the full deal lifecycle, including sourcing, diligence, execution, portfolio monitoring, and strategic initiatives alongside senior investment professionals.
The team invests across a range of sectors, with a focus on founder-owned and family-owned businesses in the industrials, business services, healthcare, and tech-enabled services sectors.
Responsibilities:
- Support transaction execution and due diligence processes
- Build and analyze financial models and valuation materials
- Conduct industry, company, and market research
- Assist with investment committee materials and presentations
- Work closely with portfolio company management teams on operational and strategic initiatives
- Evaluate new investment opportunities and add-on acquisitions
Qualifications:
- 1–3 years of experience in investment banking, private equity
- Strong financial modeling and analytical skill set
- Excellent communication and presentation abilities
- Interest in lower middle market investing and operationally focused private equity
- Ability to work in a fast-paced, entrepreneurial environment
The role offers significant responsibility, direct interaction with senior leadership, and strong long-term growth potential within the firm.