Business Development Associate - Private Equity - M & A

Optimatum Solutions LLC; New York (NY); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Employee discounts

Health insurance

Opportunity for advancement

Paid time off

Training & development

Tuition assistance

Vision insurance

Wellness resources

Job summary

Optimatum Solutions seeks a Business Development Associate – Private Equity – M&A to drive growth in a dynamic, entrepreneurial setting. You will support strategic sales, coordinate client development, and execute operations across the full BD lifecycle from New York City office.

Ideal candidates have 2–4 years in a professional services or PE environment, with strong communication skills and proficiency in CRM systems and MS Office.

Qualifications

• 2–4 years of experience in business development, client development, sales support, or marketing in related industries.
• Bachelor’s degree required.
• Direct experience supporting teams that work with private equity firms or portfolio companies is required.
• Strong understanding of private equity and M&A deal cycles and value creation levers.

Responsibilities

• Coordinate business development activities with leadership, including pipeline tracking and CRM updates.
• Prepare pitch materials, proposals, capability decks, and engagement summaries for private equity clients.
• Research target PE firms, portfolio companies, industry trends, and deal activity to support pursuit strategy.
• Maintain sales collateral, case studies, and thought leadership related to PE value creation and due diligence.

Skills

Communication skills

CRM proficiency

Client development

Education

Bachelor’s degree

Tools

CRM platforms

Microsoft Office Suite

Job description

Optimatum Solutions

Optimatum Solutions is seeking a Business Development Associate – Private Equity – M&A who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discounts
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Tuition assistance
• Vision insurance
• Wellness resources

The Opportunity

The Business Development Associate will support the growth initiatives of the organization by providing strategic sales support, client development coordination, and operational execution across the full business development lifecycle.

Key Responsibilities

Business Development & Sales Support

• Working with leadership on coordinating business development activities; including pipeline tracking, opportunity management, and CRM updates.
• Support the organization in preparing pitch materials, proposals, capability decks, and engagement summaries tailored to private equity clients.
• Conduct background research on target PE firms, portfolio companies, industry trends, and deal activity to support pursuit strategy.
• Maintain and update sales collateral, case studies, and thought leadership relevant to private equity value creation, due diligence, and portfolio optimization.

Client Development & Relationship Management

• Coordinate outreach campaigns, client touchpoints, and follow‑up activities with PE firms, operating partners, and portfolio company executives.
• Track client engagement metrics and prepare reports for leadership on relationship health, cross‑sell opportunities, and market penetration.
• Support planning and execution of marketing events including: roundtables, webinars, and conferences.

Operational Support

• Maintain accurate tracking of activities and action items for the leadership team.
• Assist with scheduling and logistics for meetings and marketing initiatives.
• Ensure compliance with firm policies, risk management procedures, and brand standards.

Required Qualifications

• 2–4 years of experience in business development, client development, sales support, or marketing within a professional services, consulting, financial services, or private equity environment.
• Bachelor’s degree.
• Direct experience supporting teams that work with private equity firms or portfolio companies is required.
• Strong understanding of private equity and M&A deal cycles, value creation levers, and the consulting services typically provided to PE clients.
• Exceptional organizational skills with the ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills, with experience preparing client‑facing materials.
• Proficiency with CRM platforms and Microsoft Office Suite.

Preferred Qualifications

• Experience in a Professional Services Organization.
• Familiarity with transaction advisory services, commercial due diligence, or PE value creation consulting.
• Ability to synthesize market intelligence and translate it into actionable insights for BD strategy.
• Experience supporting senior‑level stakeholders in a matrixed organization.

Key Competencies

• Detail‑oriented with strong project management skills.
• Proactive, resourceful, and able to anticipate team needs.
• Strong business acumen and understanding of PE industry dynamics.
• Collaborative mindset with the ability to work across service lines.
• High level of professionalism and client‑service orientation.

Compensation & Benefits

• Salary and bonus
• Comprehensive Healthcare Coverage – Medical, Dental, Vision, Life Insurance, STD & LTD
• 401(k) with company match
• Flexible time off policy – including vacation, personal days and holidays


• The expected annual salary ranges from $75,000-$120,000. Salary offers are based on a wide range of factors including, but not limited to, relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered.

Join the Optimatum Team, bring your talent, and work in our New York City office located in Midtown, NYC.