Private Equity Associate - Technology/Software Enterprise

Alexander Chapman; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Alexander Chapman is seeking an Associate to join a leading private equity investment team in NYC. The role focuses on technology and enterprise software investments, requiring strong financial modeling, valuation, and due diligence skills.

The successful candidate will evaluate opportunities, build investment theses, and present recommendations to the team. This fast-paced, entrepreneurial environment offers exposure to multiple portfolio companies and deal execution experiences.

Qualifications

• 2–4 years of experience in private equity or investment banking.
• Direct experience covering the technology/software sector.
• Strong understanding of enterprise software, SaaS, and technology business models.
• Exceptional financial modeling, valuation, and analytical skills.
• Experience with M&A and transaction execution.
• Excellent communication and presentation skills.
• Highly analytical, detail-oriented, and commercially minded.

Responsibilities

• Evaluate investment opportunities across technology and enterprise software.
• Build and analyze financial models, valuations, and investment cases.
• Conduct market, industry, and competitive research.
• Lead and support financial and commercial due diligence.
• Prepare investment committee materials and presentations.
• Work with management teams, advisors, and transaction partners.
• Support portfolio company analysis and strategic initiatives.

Skills

PE/IB experience

Tech sector coverage

Financial modeling

Valuation

M&A experience

Communication skills

Analytical thinking

Entrepreneurial mindset

Job description

We are seeking an Associate with direct technology and software experience to join a leading private equity investment team in NYC.

Qualifications

• 2-4 years of experience in private equity or investment banking
• Direct experience covering the technology/software sector
• Strong understanding of enterprise software, SaaS, and technology business models
• Exceptional financial modeling, valuation, and analytical skills
• Experience with M&A and transaction execution
• Excellent communication and presentation skills
• Highly analytical, detail-oriented, and commercially minded
• Ability to thrive in a fast-paced, entrepreneurial investment environment

Key Responsibilities

• Evaluate investment opportunities across technology and enterprise software
• Build and analyze financial models, valuations, and investment cases
• Conduct market, industry, and competitive research
• Lead and support financial and commercial due diligence
• Prepare investment committee materials and presentations
• Work with management teams, advisors, and transaction partners
• Support portfolio company analysis and strategic initiatives