Private Equity Senior Associate

Selby Jennings; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Selby Jennings in Charlotte seeks a Senior Associate to join its growing investment team. The role emphasizes lower middle-market investments, partnering with management to drive operational improvements and growth strategies across multiple industries.

Candidates bring 3–5+ years in investment banking, private equity, or related transactions, with strong modeling, valuation, and due diligence skills. You will work across all phases of the investment lifecycle in a lean, fast-paced environment.

Qualifications

• Strong financial modeling, valuation, and due diligence skills.
• Excellent communication and interpersonal abilities while working with management and external advisors.
• Proven ability to manage multiple workstreams in a fast-paced, collaborative environment.

Responsibilities

• Evaluate new investment opportunities with market and financial analyses.
• Lead and support due diligence with third-party advisors; prepare materials for the investment committee.
• Develop operating and valuation models; support portfolio company initiatives and strategic plans.
• Collaborate with portfolio company management to drive growth and operational improvements.
• Monitor portfolio performance and contribute to value creation across investments.
• Assist with transaction execution including acquisitions and recapitalizations.

Skills

Financial modeling

Valuation

Due diligence

Analytical capability

Communication skills

Multitasking

Job description

A Charlotte-based private equity firm is seeking a Senior Associate to join its growing investment team. The firm focuses on investing in lower middle-market businesses across a variety of industries, partnering closely with management teams to drive operational improvements, execute strategic initiatives, and accelerate long-term growth.

This role offers the opportunity to work across all phases of the investment lifecycle, including transaction execution, financial analysis, due diligence, portfolio company oversight, and value creation initiatives. The Senior Associate will collaborate closely with senior investment professionals in a lean, entrepreneurial environment and take on a high level of responsibility from day one.

Senior Associate Qualifications

A Charlotte-based private equity firm is seeking a Senior Associate to join its growing investment team. The firm focuses on investing in lower middle-market businesses across a variety of industries, partnering closely with management teams to drive operational improvements, execute strategic initiatives, and accelerate long-term growth.

This role offers the opportunity to work across all phases of the investment lifecycle, including transaction execution, financial analysis, due diligence, portfolio company oversight, and value creation initiatives. The Senior Associate will collaborate closely with senior investment professionals in a lean, entrepreneurial environment and take on a high level of responsibility from day one.

Senior Associate Qualifications

• 3-5+ years of combined investment banking, private equity, or relevant transaction experience.
• Strong financial modeling, valuation, due diligence, and analytical capabilities.
• Excellent communication and interpersonal skills with the ability to work directly with management teams and external advisors.
• Demonstrated ability to manage multiple workstreams in a fast-paced, team-oriented environment.
• Prior private equity experience preferred.

Senior Associate Responsibilities

• Evaluate new investment opportunities through industry research, market analysis, and detailed financial modeling.
• Lead and support due diligence processes, coordinating with third-party advisors and preparing investment committee materials.
• Develop and maintain operating models, valuation analyses, and transaction materials.
• Work directly with portfolio company management teams to support strategic initiatives and operational improvements.
• Monitor portfolio company performance and contribute to value creation efforts across the portfolio.
• Assist with transaction execution, including acquisitions, recapitalizations, and exit processes.
• Contribute to the firm's collaborative, hands-on culture and ongoing investment sourcing efforts.