Associate, B2B SaaS & Tech Investments

Growth Equity Interview Guide; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Performance-based bonuses

Flat, entrepreneurial culture

Job summary

Performant Capital in Chicago seeks an Associate to join its investment team, focusing on B2B SaaS and tech investments. You’ll be involved in sourcing deals, supporting portfolio companies, and building financial models in a dynamic, entrepreneurial environment.

The role requires 2–3 years of investment banking or related experience, strong SaaS modeling skills, and excellent communication and presentation abilities.

Qualifications

• 2-3 years of experience in investment banking or related fields.
• Strong financial modeling skills in SaaS metrics.
• Ability to manage workstreams with minimal supervision.
• Excellent communication and presentation skills.
• Passion for technology and SaaS business models.

Responsibilities

• Research SaaS verticals and tech trends to find investment opportunities.
• Build relationships with founders and CEOs of potential investments.
• Create detailed financial models and analyze business metrics.
• Lead due diligence processes and prepare investment memos.
• Support portfolio companies with strategic initiatives.

Skills

Financial modeling

SaaS metrics

Investment banking experience

Communication

Project management

Job description

Performant Capital is looking for an Associate to join their investment team in Chicago. This role is perfect for someone with a couple of years in investment banking who is passionate about B2B SaaS and tech investments. You’ll be involved in everything from sourcing deals to supporting portfolio companies, all while working in a dynamic and supportive environment.

What You’ll Do

• Research SaaS verticals and tech trends to find investment opportunities.
• Build relationships with founders and CEOs of potential investments.
• Create detailed financial models and analyze business metrics.
• Lead due diligence processes and prepare investment memos.
• Support portfolio companies with strategic initiatives.

What You Need

• 2-3 years of experience in investment banking or related fields.
• Strong financial modeling skills, especially in SaaS metrics.
• Ability to manage workstreams with minimal supervision.
• Excellent communication and presentation skills.
• Passion for technology and SaaS business models.

What You’ll Love

• Get hands-on experience with the entire investment process.
• Work closely with experienced professionals and learn from them.
• Enjoy a flat, entrepreneurial culture that values your input.
• Receive competitive compensation and performance-based bonuses.

About the Firm

• Performant Capital is a Chicago-based private equity firm.
• Focuses on lower middle market tech-driven companies.
• Has over 50 years of combined experience in investing.
• Aims to make a significant impact on portfolio performance.