CareerPlan
San Francisco, CA, USFull-time$135k–$175k2026-11-01 → 2026-11-09
Based in United States

Core

Associate role driving fund investing activity across North American private equity, combining market coverage, manager relationship development, investment underwriting, and portfolio monitoring.

Role type

Associate, investment professional

Builds

North American private equity fund opportunities and portfolio updates

Domain

Private Equity / Alternative Investing

Required skills

deal origination, investment underwriting, financial analysis, market intelligence, relationship management, portfolio monitoring, investment memoranda preparation, co-investment sourcing, secondary opportunity identification

Preferred skills

AI-enabled tools proficiency

Technologies

Microsoft Word, Excel, PowerPoint

Responsibilities

Lead deal origination, screening, and underwriting for North American buyout and growth equity; source opportunities and build relationships with managers; support evaluation and execution of new fund opportunities through diligence and analysis; contribute to U.S. private equity primaries strategy; originate co-investment and secondary opportunities; support portfolio monitoring and prepare updates; participate in fundraising and client pitch efforts; represent the team at industry conferences.

Seniority

Associate, 2-4 years experience