Private Equity Business Development Associate

Optimatum Solutions, LLC; New York, Northern (NY, KY); Hybrid; USD 75,000 - 120,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Employee discounts

Health insurance

Opportunity for advancement

Paid time off

Training & development

Tuition assistance

Vision insurance

Wellness resources

Job summary

Optimatum Solutions in New York, NY, is seeking a Business Development Associate focusing on private equity and M&A to support growth with sales and marketing execution. The role blends CRM management, client engagement, and hands-on campaign work in a fast-paced, entrepreneurial environment.

You will own data integrity, help shape proposals and materials for PE clients, coordinate events, and collaborate across teams to drive revenue.

Qualifications

• 2–4 years in business development, client development, sales support, or marketing within professional services, consulting, financial services, or private equity.
• Direct experience supporting teams that work with private equity firms or portfolio companies is required.
• Strong written and verbal communication skills with experience preparing client-facing materials.

Responsibilities

• Coordinate BD activities including pipeline tracking, opportunity management, and CRM updates.
• Develop relationships with PE firms, operating partners, and portfolio company executives.
• Prepare pitch materials, proposals, and engagement summaries for private equity clients; support events.

Skills

PE deal cycles

Client relationships

CRM proficiency

Content creation

Education

Bachelor's degree

Tools

CRM platforms

Microsoft Office

Job description

Optimatum Solutions in New York, NY, is seeking a Business Development Associate focusing on private equity and M&A to support growth with sales and marketing execution. The role blends CRM management, client engagement, and hands-on campaign work in a fast-paced, entrepreneurial environment.

You will own data integrity, help shape proposals and materials for PE clients, coordinate events, and collaborate across teams to drive revenue.