Energy PE BizDev Associate: Grow Revenue & Markets

Capstone; Washington (District of Columbia); On-site; USD 70,000 - 110,000; Full time

Job summary

Capstone is seeking a motivated Private Equity Business Development Associate to join our team. This role offers a structured career progression from mastering basic administrative tasks to driving revenue through direct interaction with private equity professionals.

Phase 1 focuses on foundation building, Phase 2 on revenue generation, and you will master CRM platforms, manage logs, build client maps, and support market research.

Qualifications

• Experience with CRM systems (Salesforce preferred).
• Proficiency in PitchBook and financial databases.
• Strong Excel and PowerPoint skills.
• Understanding of private equity transaction processes.

Responsibilities

• Master Salesforce, PitchBook, MergerMarket and other relevant platforms.
• Maintain accurate client call and meeting logging and CRM management.
• Update client profiles on a regular basis.
• Manage performance tracking sheets and pipeline updates.
• Handle event RSVPs and client registrations.
• Process legal documents (NDAs, joinders, non-reliance letters).
• Manage invoice processing and collection.

Skills

CRM systems (Salesforce)

PitchBook

Excel

PowerPoint

Financial databases

Tools

Salesforce

PitchBook

MergerMarket

Excel

PowerPoint

Job description

Capstone is seeking a motivated Private Equity Business Development Associate to join our team. This role offers a structured career progression from mastering basic administrative tasks to driving revenue through direct interaction with private equity professionals.

Phase 1 focuses on foundation building, Phase 2 on revenue generation, and you will master CRM platforms, manage logs, build client maps, and support market research.