Investment Associate - Private Capital
The Investment Associate – Private Capital role is an entry-level position at a lower middle-market private equity firm, focused on live deal execution, financial modeling, due diligence, and portfolio company support. The role offers direct exposure to senior management and requires strong analytical skills, ownership mentality, and the ability to influence multi-million dollar investment decisions in a hybrid work environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Private Capital (Private Equity & Financial Services).
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role Overview
Confidential Client is seeking an Investment Associate — Private Capital to join a small, high-impact deal team based in Fountainebleau, FL. This full-time role offers hands-on exposure to live deals, financial modeling, due diligence, and portfolio support. Typical total compensation for roles like this ranges from $140,000 to $185,000+ (varies by employer).
This posting is managed by Careertakes as a third-party recruiting partner; the hiring employer is Confidential Client.
What You’ll Do
- Build and audit detailed operating and transaction models (3-statement models, DCF, LBOs, sensitivity and scenario analysis).
- Analyze returns, capital structure, and downside scenarios for potential acquisitions.
- Conduct valuation work using comparables, precedent transactions, and other methods.
- Support due diligence across financial, commercial, operational, and legal workstreams.
- Analyze target company financials, KPIs, customer cohorts, and unit economics.
- Perform industry and competitive research to surface market dynamics, trends, and risks.
- Draft and refine investment memos, management presentations, and Investment Committee materials.
- Support portfolio teams with KPI dashboards, performance tracking, and value-creation initiatives.
- Assist on bolt-on acquisition analysis, refinancing scenarios, and exit planning.
- Present data-backed views on risks, opportunities, and operational levers to senior stakeholders.
Who You Are (Ideal Candidate)
- Education & technical skills
- Bachelor’s degree in Finance, Economics, Accounting, Engineering, Math, or a related field.
- Very strong Excel skills; able to build and audit complex models quickly and accurately.
- Solid foundation in corporate finance, accounting, and valuation methodologies.
- Experience
- Internships or full-time experience in investment banking, private equity, venture capital, consulting, or corporate finance are a plus but not always required for exceptional candidates.
- Demonstrated personal interest in investing, deals, or business analysis (projects, club leadership, independent learning).
- Soft skills & mindset
- High ownership mentality and intellectual curiosity.
- Clear written and verbal communication — able to tell the story behind the numbers.
- Comfortable working under deadline pressure; willing to put in extra effort when deals are live.
- Coachable, humble, and eager to learn.
Location & Employment Type
- Location: Fountainebleau, FL (on-site; any flexible or hybrid arrangements are determined by Confidential Client).
- Employment type: Full-Time
- Compensation: Representative total compensation range noted above: $140,000–$185,000+ (varies by employer and role).
Why This Role Matters
- Real deal responsibility early in your career — your work will influence multi-million dollar investment decisions.
- Fast learning curve across M&A, operations, and strategic finance.
- Direct exposure to senior management, founders, and investment committee members.
- Mentorship and structured feedback from experienced deal professionals.
How Careertakes Supports Candidates
Careertakes is acting as a third-party recruiting partner on behalf of Confidential Client. Through the Careertakes platform, applicants may receive additional support such as targeted outreach, interview preparation, and access to related roles in private equity and finance.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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