H&P is representing a middle-market private equity firm with offices in San Francisco and Austin, specializing in investments across technology, business services, healthcare, and industrials. With a proven track record of driving value creation in high-growth companies, they take a hands-on approach to working with management teams to execute transformative strategies. The firm offers an entrepreneurial environment where you’ll collaborate closely with senior leadership, gaining deep exposure to a variety of industries and investment processes.
Position Overview:
They are seeking a highly driven Private Equity Associate to join their investment team in either their San Francisco or Austin office. As an Associate, you will be responsible for evaluating potential investments, conducting due diligence, developing financial models, and managing key portfolio company initiatives. This role provides a unique opportunity to work on both the buy-side of deals and actively engage in operational improvements post-investment.
Key Responsibilities:
- Investment Analysis: Conduct thorough financial modeling, valuation analysis, and due diligence on potential acquisitions across the firm’s core focus sectors.
- Deal Execution: Support all phases of the investment process, from sourcing and structuring deals to conducting negotiations and closing transactions.
- Market Research: Perform industry and competitive analysis, identifying trends and opportunities within technology, business services, healthcare, and industrial sectors.
- Portfolio Management: Work closely with portfolio companies post-investment to drive performance improvements, including financial analysis, growth strategies, and operational efficiencies.
- Presentation & Reporting: Prepare investment memos, presentations, and updates for internal and external stakeholders, including senior management and limited partners.
- Collaboration: Partner with internal teams and external advisors (legal, accounting, consulting) to ensure successful investment outcomes.
Qualifications:
- 2-4 years of experience in private equity, investment banking (M&A, leveraged finance), or management consulting.
- Strong financial modeling, valuation, and analytical skills, with a deep understanding of corporate finance principles.
- Experience working on deals in the middle-market, particularly within technology, healthcare, business services, or industrials is preferred.
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- Exceptional communication and interpersonal skills, with the ability to work collaboratively and build relationships across multiple teams and with portfolio company executives.
- Strong project management skills, with the ability to prioritize and manage multiple tasks in a fast-paced environment.
My client offers:
- Opportunity to work in one of the country’s fastest-growing tech and business hubs (San Francisco or Austin).
- Exposure to a diverse range of industries and investment opportunities.
- Competitive compensation package, including base salary, performance-based bonuses, and equity participation.
- Entrepreneurial culture with access to senior leadership and opportunities for career advancement.
- Comprehensive health benefits, 401(k), and professional development opportunities.
