Private Equity Associate

About the Firm

Our client is a middle-market private equity firm based in Boston, with experience investing into a variety of sectors. The firm has a founder-friendly approach, typically entering as the first or second institutional investor and working closely with management teams to drive operational improvement and long-term value creation.

About the Role

The firm is looking to add an Associate to its investment team in Boston. The role offers broad exposure across the investment lifecycle — from deal sourcing and diligence through to execution and portfolio company involvement.

Responsibilities

• Evaluate new investment opportunities across the firm's target sectors.
• Build and maintain financial models to support investment decisions, including LBO models, valuation analyses, and scenario analyses
• Conduct due diligence across commercial, operational, and financial dimensions, including industry research, management meetings, and third-party advisor coordination
• Prepare investment committee materials and contribute to deal documentation and transaction execution
• Support portfolio company initiatives and ongoing monitoring of existing investments
• Assist in sourcing and evaluating add-on acquisition opportunities

Qualifications

• 2–4 years of experience in investment banking, private equity, or a related transactional or analytical role
• Strong financial modelling and valuation capabilities; experience with LBO modelling preferred
• Genuine interest in industrial businesses — familiarity with sectors such as fluid power, process automation, material handling, filtration, or electrical utility components is a plus
• Ability to operate effectively in a lean environment with limited hierarchy and a hands-on culture
• Strong written and verbal communication skills; comfortable engaging with management teams and senior stakeholders
• Self-starter who can manage multiple workstreams and move quickly without close oversight