Private Equity Associate

Alexander Chapman; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Alexander Chapman, in partnership with a Dallas-based private equity firm, seeks a Private Equity Associate to join its investment team. Targeting Investment Banking Analysts with 1–3 years of full-time experience, the role emphasizes a strong financial modeling background and a long-term career in private equity.

The ideal candidate will build and analyze detailed financial models (including LBOs), support transaction execution, and contribute to portfolio management in industrial and

Qualifications

• 1–3 years of full-time Investment Banking experience required.
• Strong background in M&A, Industrials, or generalist investment banking.
• Excellent financial modeling, valuation, and analytical capabilities.
• Experience working on M&A transactions, financial due diligence, and transaction execution.
• Strong proficiency in Excel, PowerPoint, and financial statement analysis.
• Outstanding academic credentials, including a strong undergraduate GPA and test scores.
• Must be based in Dallas or willing to relocate to Dallas, TX.

Responsibilities

• Evaluate potential platform and add-on acquisitions across the industrial and manufacturing sectors.
• Build and maintain detailed financial models, including LBO models, valuation analyses, and operating forecasts.
• Support transaction execution, including investment screening, due diligence, financing analysis, and closing.
• Prepare investment committee presentations, financial analyses, and transaction materials.
• Analyze financial statements, business performance, competitive positioning, and investment risks.
• Work alongside senior investment professionals on portfolio company monitoring, strategic initiatives, and value creation opportunities.
• Conduct industry research and identify potential investment opportunities.

Skills

Financial modeling

Valuation

Analytical capability

M&A experience

Communication skills

Education

Undergraduate degree

Tools

Excel

PowerPoint

Job description

Industry: Private Equity | Lower Middle Market

Investment Focus: Industrials & Manufacturing / Generalist

About the Opportunity

Alexander Chapman is partnering with an established Dallas-based private equity firm seeking a Private Equity Associate to join its investment team.

This opportunity is specifically targeting Investment Banking Analysts with 1–3 years of full-time investment banking experience. Candidates must have a strong investment banking background to be considered.

Our client focuses on lower-middle-market investments in industrial and manufacturing businesses across North America, taking an operationally focused approach to driving growth and creating long-term enterprise value.

The ideal candidate will have strong financial modeling skills, an excellent academic background, and a genuine interest in pursuing a long-term career in private equity.

Key Responsibilities

• Evaluate potential platform and add‑on acquisitions across the industrial and manufacturing sectors.
• Build and maintain detailed financial models, including LBO models, valuation analyses, and operating forecasts.
• Support transaction execution, including investment screening, due diligence, financing analysis, and closing.
• Prepare investment committee presentations, financial analyses, and transaction materials.
• Analyze financial statements, business performance, competitive positioning, and investment risks.
• Work alongside senior investment professionals on portfolio company monitoring, strategic initiatives, and value creation opportunities.
• Conduct industry research and identify potential investment opportunities.

Candidate Requirements

• 1–3 years of full-time Investment Banking experience required.
• Strong background in M&A, Industrials, or generalist investment banking.
• Excellent financial modeling, valuation, and analytical capabilities.
• Experience working on M&A transactions, financial due diligence, and transaction execution.
• Strong proficiency in Excel, PowerPoint, and financial statement analysis.
• Outstanding academic credentials, including a strong undergraduate GPA and test scores.
• Excellent communication skills, attention to detail, and a strong work ethic.
• Genuine interest in private equity, industrial businesses, and long‑term investing.
• Must be based in Dallas or willing to relocate to Dallas, TX.

Why Consider This Opportunity?

• Transition from investment banking into a dedicated private equity investing role.
• Gain hands‑on exposure to the full investment lifecycle, from sourcing and underwriting to execution and portfolio management.
• Work closely with experienced investment professionals in a collaborative, entrepreneurial environment.
• Develop specialized investment experience across industrial and manufacturing businesses.
• Build a long‑term private equity career in Dallas.

Investment banking experience is mandatory. Industrials or M&A experience is preferred.