PE Investment Associate, Credit - Austin, TX

Wilcox Berry; Austin (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

Wilcox Berry, a leading middle-market private equity firm, is seeking a first- or second-year Investment Associate on the Credit team. The role emphasizes end-to-end deal leadership, including due diligence, financial analysis, and valuation, with close collaboration to portfolio company management on operational improvement.

The opportunity offers exposure beyond traditional deal execution, including embedded portfolio company work, add-on acquisitions, and post-acquisition integrations.

Qualifications

• Strong academic credentials required (GPA 3.6+ and SAT/ACT scores).
• Prior private equity experience is required.
• Experience leading end-to-end deal processes with due diligence, modeling, and IC prep.
• Ability to work with portfolio company management on operational improvements.

Responsibilities

• Lead end-to-end deal processes including due diligence, financial modeling, and investment committee materials.
• Embed within portfolio companies to drive operational improvements and value creation.
• Support add-on acquisitions, roll-up strategies, and post-acquisition integrations.

Skills

Due diligence

Financial analysis

Valuation

Investment memos

Portfolio ops

Value creation

Education

GPA 3.6+

SAT/ACT 1400+/31+

Job description

A leading operationally focused middle market private equity firm is looking to hire a first or second-year Investment Associate on their Credit team.

The firm is seeking investors with a strong track record of leading end-to-end deal processes, including due diligence, financial analysis, valuation, and investment committee materials. Candidates should also have experience working closely with portfolio company management teams on operational improvement and value creation initiatives.

This opportunity offers meaningful exposure beyond traditional deal execution, including time spent embedded within portfolio companies, leading add-on acquisitions, supporting roll-up strategies, and driving post-acquisition integrations. The firm has a differentiated, hands-on investment approach and an excellent reputation for developing and promoting talent from within.

Strong academic credentials required (must have a GPA of 3.6+ and must have SAT/ACT scores 1400+ or 31+). Prior private equity experience is also required.