Position Overview:
We are hiring a Senior Associate to source and drive private equity transactions for our clients. This individual will be a core member of our origination team, leading outreach efforts, building relationships with key stakeholders, and conducting financial diligence for bid preparation. To clarify, this role is primarily centered on cultivating new deal opportunities rather than on deal diligence and execution.
Key Responsibilities:
- Leverage our proprietary database to identify and analyze potential investment and acquisition targets in the software and tech sectors.
- Build and nurture relationships with founders, CEOs, board directors, and investment bankers to unlock new investment opportunities.
- Employ proactive outreach strategies, including targeted emails and cold calls, to break into potential opportunities.
- Develop and manage client relationships by understanding their investment criteria and facilitating connections with potential targets.
- Maintain accurate records of deal activity and client interactions in Salesforce.
- Collaborate with the team to identify relevant deals across the client base.
Requirements:
- 2+ years of relevant experience including 1+ years at the associate level in private equity, investment banking, corporate development or related industry.
- Prior experience sourcing deals, ideally with a focus on the software and/or tech industry.
- Bachelor's degree required, preferably in finance or business administration.
- Proven experience managing and producing high-volume output efficiently and accurately.
- Excellent written and verbal communication skills.
- Results-oriented, tenacious in following through on tasks and initiatives until they are successfully completed.
- Proactive problem solver, self-motivated, and a strong work ethic.
- Adaptable to changing priorities, thriving in fast-paced environments.
Perks of Joining the Team:
- Competitive salary and performance-based bonuses.
- Fully remote work environment.
- Unlimited PTO and 10 paid holidays.
- Professional development opportunities.
- Company-sponsored team offsites.
- Medical, dental, and vision insurance options.
Additional Details:
- Location: United States, Remote
- Start Date: Immediate
- Position Type: Full-time, Salaried Employee