Private Equity Analyst/Associate

Role Description

This on-site, full-time role is based in Pittsburgh, PA. The Private Equity Analyst/Associate will be responsible for sourcing, evaluating, and executing private equity and mezzanine debt investments. Day-to-day tasks include analyzing financial data, conducting due diligence, building financial models, preparing investment memos, and supporting portfolio management activities. The role involves collaborating with investment teams and engaging with portfolio companies to drive value creation.

Responsibilities

• Investment Evaluation – Identify, screen, and evaluate new investment opportunities by reviewing Confidential Information Memorandums, drafting initial due diligence questions list, and understanding issues related to investment decision-making process
• Transaction Structuring – Build complex models in Excel to evaluate financial scenarios and analyze financial statements to determine creditworthiness and return profile of a business/opportunity
• Investment Analysis – Conduct business due diligence and analyses (synthesize data sets, evaluate Key Performance Indicators) and prepare memorandums to communicate key thesis and risks/mitigants to investment committee
• Industry and Market Research – Conduct industry research, market analysis, and calls with subject matter experts to evaluate growth prospects, understand industry-specific nuances, and competitive dynamics
• Portfolio Company Initiatives – Work with internal staff to track portfolio performance, financial reporting, and complete valuations; assist portfolio companies with strategic and financial value creation initiatives including financial analysis, add-on acquisitions, KPI management, growth strategies and others
• Portfolio Monitoring – Assist with monthly KPI tracking, quarterly covenant compliance, and reporting updates; complete quarterly portfolio company valuations
• Key Participant – Participate in meetings with management teams, financing sources, M&A intermediaries, and investors

Qualifications/Competencies/Skillset

• Analytical – Understand accounting, financial statements, and quantitative techniques
• Business Intuition and Critical Thinking – Insight and understanding of business concepts and identify germane decision-making factors
• Efficient Time Management – Manage multiple workstreams concurrently and make effective judgments as to prioritizing and time allocation
• Work Ethic – Self-starter, proactive, and able to work independently with limited guidance and on small, dedicated teams
• Effective Communication – Articulate thoughts and ideas in a concise manner verbally and in writing to both internal and external constituents
• Intellectual Curiosity – Keen interest in investing and business strategy; continually seek to expand knowledge
• Positive Attitude – Collaborative and team-oriented mindset
• Professionalism – Ability to represent Tecum in a confident, professional manner

Company Description

Founded in 2006 and focused on investing in lower middle market companies for over 15 years, the Tecum Capital team previously operated as the merchant banking subsidiary of a regional bank. In 2013, the investment team spun off to form Tecum Capital, an independent investment firm. Tecum’s investment professionals seek investments in lower middle market businesses with exceptional management teams. Operating out of Pittsburgh, PA, we have an experienced team of 13 investment professionals that have invested $1 billion in 135 platform and add-on acquisitions on behalf of a highly seasoned group of institutional investors, including some of the leading financial institutions, pension funds, and endowments along with high net-worth family offices and individual investors. Tecum is a licensed Small Business Investment Company (“SBIC”) and is currently investing out of Tecum Capital Partners IV, L.P, a $340 million fund launched in January 2025.

Our leadership team has been investing together for over 20 years. We believe there is no substitute for the proven experience that comes from successfully investing in hundreds of businesses through varying economic cycles. It is this experience that forms the backbone of our expertise and positions us to add significant value to every company and management team that we support. For more information please visit, www.tecum.com.

Risk Management

All employees have the responsibility and the accountability to serve as risk managers for Tecum Capital Partners by understanding and responding to the risk they encounter daily. All employees are further responsible for establishing and maintaining adequate risk controls and appropriate systems to support ongoing monitoring and reporting of risks.

Compliance Management

Tecum Capital is committed to achieving superior levels of compliance by adhering to our policies and procedures, handbooks and on strict adherence to regulatory laws and guidelines while maintaining our customer focus. Compliance with regulatory requirements and company policy and procedure is a component of all position descriptions at Tecum Capital and shall be evaluated annually by the incumbent’s supervisor. Employees who do not effectively execute their responsibilities shall be held accountable either in their annual appraisal, via a written warning, or in egregious situations through termination.

All applications must be submitted through LinkedIn Jobs.