• Private Equity
  • On Site, Chicago
  • Competitive Package (OTE $200,000+)
  • JOB-2625 JWA

The appointed Private Equity Associate will focus on all aspects of our client’s investment activities, including sourcing, maintaining, and exiting an investment position. 


  • Financial accounting and modelling across multiple opportunities/portfolios
  • Interacting with senior leadership including the portfolio companies, Board of Director members and other key external relationships
  • Assisting with the management and monitoring of portfolio companies, including helping to develop and implement strategies to increase revenue, improve operations, and strengthen financial controls
  • Recognizing underlying problems, interpreting trends and condensing large amounts of information into logical, thoughtful, and concise solutions
  • Analysis and execution of investment opportunities, including leading due diligence and underwriting processes, financial modelling, and preparation of investment memorandums
  • Preparation of term sheets, letters of intent and transaction review documents
  • Quarterly and annual portfolio financial and valuation summaries
  • Travel for new investments and portfolio company projects as needed


  • Strong undergraduate academic record (with a preference for finance or accounting degrees)
  • 2 to 4 years’ experience in private equity, investment banking, or leveraged finance
  • Prior experience in transaction execution
  • Strong attention to detail and organizational skills
  • General knowledge of corporate finance concepts such as valuation and risk / return dynamics
  • Excellent verbal and written communication skills
  • The ability to manage multiple concurrent work streams as part of larger transactions or strategic projects
  • Professional maturity, high levels of integrity, and accountability
  • A passion for learning new things and a natural intellectual curiosity
  • A high sense of urgency and the self-discipline to follow things through to completion

 The Firm:

A lower middle market private equity firm, our client has invested in more than 100 platform companies totalling more than $1 billion from seven funds over its 20+ year history. The firm makes control equity investments, typically partnering with a founder or management team to execute on company-building initiatives to scale the enterprise for success.