PE Associate: Direct Impact, Fast-Track Growth

bloomequitypartners; New York (NY); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Total Rewards: Competitive salary + $/

Discretionary bonus and full health

Annual benefits

Job summary

Bloom Equity Partners in New York, NY is seeking an Associate on the Investment Team to evaluate, execute, and manage investments in enterprise software and services.

You will work with senior investment professionals and portfolio company leadership, spanning due diligence, financial modeling, deal execution, and post-acquisition value creation, with high autonomy in a fast-growing private equity environment.

Qualifications

• At least 2 years in Investment Banking or Accounting, or 1 year in Private Equity.
• Experience in buyouts of B2B enterprise software or tech-enabled services preferred.
• Strong financial modeling and due diligence across transactions.
• Excellent analytical and communication skills.
• Ability to multitask with extreme attention to detail.
• Strong relationship building with intermediaries, management teams, and advisors.
• Bachelor’s degree from a top university with a strong GPA.

Responsibilities

• Build and maintain detailed financial models, including LBO analyses and operating models.
• Conduct target screening with market sizing, competition, and financial assessment.
• Prepare investment screening memos and present findings to the team.
• Lead due diligence workstreams, understanding customers, sales, churn, product positioning, competition, and market.
• Coordinate with external advisors through the transaction process.
• Prepare investment committee memoranda and supporting materials.
• Assist in deal structuring, term sheets, and negotiations.
• Post-transaction, work with boards to improve operations and finances.
• Support portfolio company M&A initiatives and integration planning.
• Monitor portfolio performance with KPI tracking and reporting.
• Contribute to refining investment processes and internal knowledge bases.

Skills

Financial modeling

Due diligence

Analytical skills

Project management

Communication

Relationship building

Attention to detail

Education

Bachelor's degree

Job description

Bloom Equity Partners in New York, NY is seeking an Associate on the Investment Team to evaluate, execute, and manage investments in enterprise software and services.

You will work with senior investment professionals and portfolio company leadership, spanning due diligence, financial modeling, deal execution, and post-acquisition value creation, with high autonomy in a fast-growing private equity environment.