Private Equity BD Associate — Growth & Strategy

Optimatum Solutions LLC; New York (NY); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Vision insurance

Paid time off

Tuition assistance

Training & development

Wellness resources

Employee discounts

Opportunity for advancement

Job summary

Optimatum Solutions seeks a Business Development Associate to support private equity engagements and growth initiatives. You will own CRM data integrity, manage client relationships, and drive marketing campaigns to expand revenue in a fast-paced, in-person NYC role.

You will develop pitches, engage PE firms, and contribute to portfolio optimization through sales materials and event support. Join a high-energy, entrepreneurial team driving growth and client value.

Qualifications

• 2–4 years of experience in business development, client development, sales support, or marketing within professional services, consulting, financial services, or PE environment.
• Direct experience supporting teams that work with private equity firms or portfolio companies is required.
• Strong understanding of private equity and M&A deal cycles, value creation levers, and consulting services typically provided to PE clients.
• Exceptional organizational skills with ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills, with experience preparing client-facing materials.

Responsibilities

• Own CRM data integrity and pipeline reporting.
• Manage client relationships and expansion efforts with a proactive, independent approach.
• Execute marketing campaigns across social media and email; measure impact.
• Design and refine sales materials that influence client engagement and deal success.
• Coordinate outreach campaigns and track engagement metrics for leadership reporting.
• Support planning and execution of marketing events including roundtables, webinars, and conferences.
• Maintain scheduling and logistics for meetings and marketing initiatives.

Skills

CRM data integrity

Client relationship management

Marketing campaigns

Sales support

Pitch materials

Education

Bachelor's degree in related field

Tools

CRM platforms

Microsoft Office Suite

Job description

Optimatum Solutions seeks a Business Development Associate to support private equity engagements and growth initiatives. You will own CRM data integrity, manage client relationships, and drive marketing campaigns to expand revenue in a fast-paced, in-person NYC role.

You will develop pitches, engage PE firms, and contribute to portfolio optimization through sales materials and event support. Join a high-energy, entrepreneurial team driving growth and client value.