Private Equity Senior Associate

Bloom Equity Partners; New York (NY); On-site; USD 250,000 - 275,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus

Full health benefits

Mentorship

Exposure to senior leadership

Job summary

Bloom Equity Partners in New York City seeks an investment professional with buyside experience to identify and evaluate software and services opportunities, build financial models, and draft investment memorandums.

You will support due diligence, coordinate with advisers, and help drive portfolio company performance across sales, marketing, and finance.

Qualifications

• At least 2 years of buyside investment experience.
• Experience in buyouts of B2B enterprise software or business services is ideal.
• Strong financial modeling and due diligence acumen across multiple transaction types.
• Ability to manage multiple tasks with attention to detail.
• Strong project management, organizational, process management, and communication skills.
• Excel in building strong relationships.
• Bachelor's degree from a top university with strong GPA.

Responsibilities

• Find and connect with interesting companies and their CEOs that fit Bloom's target profile.
• Build financial models, research industry dynamics, and write investment memorandums.
• Analyze companies during deal-making and due diligence to understand customers, sales, churn, product positioning, competition, team, and market.
• Assist in managing the deal-making process with lawyers, accountants, and consultants.
• Work with portfolio company boards post-transaction to improve operations, sales/marketing workflows, and financial management.

Skills

Financial modeling

Due diligence

Project management

Organizational skills

Communication skills

Relationship building

Education

Bachelor's degree

Tools

Excel

Job description

About Us

Bloom Equity Partners is a leading technology-focused private equity firm headquartered in NYC, currently deploying capital out of Bloom Equity Partners Fund I. We specialize in unlocking growth in lower-middle market enterprise software & business services through control investments and further developing already-great businesses into market leaders.

Led by a team of tech-focused investors and industry operators, Bloom injects the capital, operational resources and playbooks in recession-resistant businesses to rapidly unlock transformational growth and deliver superior risk-adjusted returns to our investment partners and management teams.

At Bloom Equity, we are analytically minded, curious by nature, and voracious learners. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer with an inclusive working environment.

As an investor, we provide strategic operational support to our portfolio investments. Several of our team members come from operational backgrounds where individuals focus on various aspects of digital marketing, sales, and account management.

Job Overview

Location: New York City, in office

Successful candidates will have a creative, analytical mind and possess an aptitude to understand B2B software and technology-enabled services businesses across verticals.

Responsibilities

• Find and connect with interesting companies, and their CEOs that fit within our target profile.
• Build financial models, research industry dynamics, and write investment memorandums for potential investment opportunities.
• Analyze companies during deal-making the due diligence process, by developing a deep understanding of their customers, sales process, lead generation, churn, product positioning, competition, team, and market.
• Assist in managing the deal-making process, including working with lawyers, accountants, and consultants.
• Work with the Board of portfolio companies' post-transaction to improve operational efficiencies, sales & marketing workflows, and financial management.

Requirements

• At least 2 years of buyside investment experience (Hard requirement; please do not apply if you do not meet this requirement).
• Ideally have experience in buyouts of B2B enterprise software or business service businesses.
• Strong financial modeling and due diligence acumen across multiple transaction types.
• Ability to perform and prioritize multiple tasks simultaneously with extreme attention to detail.
• Strong project management, organizational, process management, and communication skills.
• Excel in building strong relationships.
• A bachelor's degree from a top university with a strong GPA.

Benefits

• Total Rewards: Competitive salary + discretionary bonus and full health benefits (Medical/Dental/Vision). Compensation band: $250,000 - $275,000 Total Compensation depending on experience.
• Mentorship, not management. We operate as a small team with high autonomy, and we’ll provide mentorship to help you grow.
• Exposure to senior leadership of Bloom Equity and Bloom’s portfolio companies.
• An opportunity to grow within Bloom Equity, and fast-track to management positions.