About the Firm:

H&P is representing a middle-market private equity firm specializing in investing in software companies with high growth potential. With a strategic and collaborative approach, they partner with portfolio companies to drive operational improvements, accelerate growth, and create long-term value. Located in Boston, the team combines deep industry expertise with a results-oriented mindset in a dynamic and collegial environment.

Position Overview:

My client is seeking a motivated and detail-oriented Private Equity Associate to join their investment team. This individual will play a critical role in evaluating potential investments, managing deal execution, and supporting portfolio company growth initiatives. The ideal candidate has a passion for technology and private equity, strong financial modeling skills, and an entrepreneurial mindset.

Key Responsibilities:

Investment Analysis and Execution

• Conduct thorough market research, industry analysis, and competitive benchmarking to identify attractive investment opportunities.
• Build and maintain complex financial models, including LBO (leveraged buyout) models, to evaluate potential transactions.
• Assist in due diligence efforts, including evaluating financials, assessing risks, and analyzing business operations.
• Prepare investment committee presentations and supporting materials to communicate findings and recommendations.

Deal Sourcing

• Support the identification and evaluation of software companies that align with the firm’s investment thesis.
• Build relationships with entrepreneurs, intermediaries, and industry professionals to maintain a robust deal pipeline.

Portfolio Management

• Collaborate with portfolio company management teams to drive value creation, including identifying growth opportunities, optimizing operations, and supporting strategic initiatives.
• Track financial and operational performance of portfolio companies, identifying trends and areas for improvement.

Firm Development

• Contribute to internal initiatives to enhance the firm’s processes, tools, and knowledge base.
• Represent the firm at industry events and conferences.

Qualifications:

• Education: Bachelor’s degree with a strong academic record; CFA designation is a plus.
• Experience: 2-4 years of experience in investment banking, consulting, or private equity; prior experience in the software or technology sector is highly preferred.
• Technical Skills: Proficiency in financial modeling, valuation methodologies, and analytical tools (e.g., Excel, PowerPoint). Familiarity with CRM tools or market research platforms is a plus.
• Soft Skills: Excellent communication and presentation skills, strong attention to detail, and the ability to manage multiple projects under tight deadlines.
• Mindset: Demonstrated interest in technology and private equity, a collaborative team player, and an entrepreneurial thinker.

Compensation and Benefits:

• Competitive base salary and performance-based bonus.
• Comprehensive benefits package, including health insurance, 401(k) plan, and professional development opportunities.
• Opportunity to work closely with senior leadership and gain exposure to all aspects of the private equity investment process.