CareerPlan

Private Equity Associate

Charlotte, NC, USFull-time2026-11-06 → 2026-11-09

Core

Support the sourcing, evaluation, execution, and management of private equity investments across diversified industrials, business services, consumer, distribution, and niche manufacturing.

Role type

Associate, Private Equity

Builds

Investment thesis, financial models, and transaction execution for lower middle market portfolio companies.

Domain

Private Equity / Diversified Industrials

Deliverable

client delivery

Required skills

Financial modeling (LBO, acquisition, merger), valuation, industry research, due diligence coordination, negotiation support, strategic growth planning.

Preferred skills

None stated

Technologies

None stated

Responsibilities

Evaluate new investment opportunities; Build and analyze detailed financial models; Conduct industry and competitive landscape research; Support due diligence processes; Assist in preparing investment committee materials; Monitor portfolio company financial performance; Support management teams in strategic growth initiatives; Track market trends and proprietary deal flow.

Seniority

Associate, 2-4 years experience