Strategic Private Equity Partnerships Associate

InforCapital; New York (NY); Hybrid; USD 103,000 - 130,000; Full time

Job summary

Brex, the intelligent finance platform, is seeking a Partnerships professional to drive new revenue through the Private Equity channel in NYC. You’ll build outbound campaigns, create data-driven insights, and collaborate with cross-functional teams to move PE opportunities from outreach to close.

You’ll work in a hybrid NYC office with a mix of in-office and remote work, attending select industry events and developing portfolio-company value creation initiatives with senior executives.

Qualifications

• 1+ year of experience in SDR/BDR, Customer Success, PE sourcing or associate, or other client-facing business development role
• Experience building outbound prospecting campaigns, researching target contacts, writing email sequences, and setting meetings; quota-carrying experience is a plus
• Strong commercial judgment and presence, with the ability to communicate credibly with senior finance and operating executives
• Proficiency in Excel and comfort pulling, interpreting, and organizing data from tools such as Hex or similar analytics platforms
• Ability to translate data into clear case studies, insights, and presentations using Google Slides or PowerPoint
• Excellent written and verbal communication skills, including concise and compelling outreach
• Strong prioritization, organization, and follow-through in a fast-paced environment
• Bachelor’s degree or equivalent practical experience; a finance, economics, business, or related background is a plus

Responsibilities

• Build and execute weekly outbound campaigns to private equity firms, including target account identification, contact research, email copy, and multi-touch sequences
• Generate top-of-funnel meetings and qualified pipeline through thoughtful outreach, first-touch ownership, and meaningful follow-up
• Support PE partner meetings by pulling data from Hex, analyzing portfolio company activity in Excel, and creating case studies and materials in Google Slides
• Partner with Account Executives on live PE-backed opportunities by gathering deal context and crafting relevant updates or messaging for PE firms
• Collaborate with Customer Success to identify and pursue value-creation opportunities across PE portfolio companies, including expansion and upsell opportunities
• Track campaign and partner performance, surface market insights, and propose new segments or outreach strategies while managing priorities and delivering follow-ups

Skills

Outbound campaigns

Data analysis

Excel

Google Slides

Communication

Time management

Education

Bachelor’s degree or equivalent practical experience

Finance/economics background

Tools

Hex

Google Slides

PowerPoint

Job description

Brex, the intelligent finance platform, is seeking a Partnerships professional to drive new revenue through the Private Equity channel in NYC. You’ll build outbound campaigns, create data-driven insights, and collaborate with cross-functional teams to move PE opportunities from outreach to close.

You’ll work in a hybrid NYC office with a mix of in-office and remote work, attending select industry events and developing portfolio-company value creation initiatives with senior executives.