What are the responsibilities and job description for the Private Equity Associate position at Cogenuity Partners, LLC?
ABOUT COGENUITY
Cogenuity Partners is a lower middle market private equity firm investing in critical businesses within the advanced industrial economy. We combine deep industry experience with hands-on operational support to build long-term value and drive sustainable growth. Cogenuity distinguishes itself by working closely with management teams from day one, using a customized, human-centric approach to accelerate growth and secure sustainable value. Since closing its debut $425 million fund in 2024, Cogenuity has rapidly expanded its team, attracting top talent with deep experience in investing and operations within the industrials sector. Central to its strategy is the Cogenuity Collaborative Operations (CoOp) Program™, which is designed to seamlessly integrate hands-on operational support with strategic capital to empower businesses like portfolio companies United Safety & Survivability Corporation (USSC), Tech Tube, EverLine, and Interconnect Solutions Company to thrive in competitive markets.
Accepting applications for Summer 2026! Please let us know if you are available to live in San Francisco and your earliest start date.
POSITION OVERVIEW
This role offers a unique opportunity to gain hands-on exposure across the full private equity lifecycle, from deal sourcing and due diligence to portfolio value creation, working directly alongside senior investors and portfolio executives. Key responsibilities include:
- Investment Evaluation: In collaboration with senior team members, participate in all aspects of identifying, sourcing, assessing, and managing investment opportunities
- Market Research: Conduct research on target industries, markets, and competitive landscapes to identify trends and opportunities that will guide investment theses
- Financial Modeling/Analysis: Guide and drive detailed financial models and perform rigorous and complex analyses to value potential investments and inform decision-making
- Transaction Support: Assist in and begin structuring investment transactions and taking on leadership throughout the due diligence and negotiation process, including leading the preparation of investment committee materials and recommendations, drafting internal memoranda and investment process materials, and supporting and leading certain elements of transaction execution
- Portfolio Support: Work closely with portfolio companies and executive teams on various value-creation initiatives, including M&A support, organic growth initiatives, and other analyses
IDEAL BACKGROUND
- 2 years in investment banking (preferably M&A), private equity, or related experience
- Strong financial modeling and valuation skills; highly proficient in Excel and PowerPoint
- Independent, analytical, and detail-oriented — thrives in a lean, collaborative environment
- Bachelor’s degree in finance, Economics, Accounting, Engineering or a related field
- Experience in Advanced Industrials is a plus but not required
Salary : $125 - $145