About the Firm

Our client is a middle-market private equity firm based in Boston, with experience investing into a variety of sectors. The firm has a founder-friendly approach, typically entering as the first or second institutional investor and working closely with management teams to drive operational improvement and long-term value creation.

About the Role

The firm is looking to add an Associate to its investment team in Boston. The role offers broad exposure across the investment lifecycle — from deal sourcing and diligence through to execution and portfolio company involvement.

Responsibilities

Evaluate new investment opportunities across the firm's target sectors.
Build and maintain financial models to support investment decisions, including LBO models, valuation analyses, and scenario analyses
Conduct due diligence across commercial, operational, and financial dimensions, including industry research, management meetings, and third-party advisor coordination
Prepare investment committee materials and contribute to deal documentation and transaction execution
Support portfolio company initiatives and ongoing monitoring of existing investments
Assist in sourcing and evaluating add-on acquisition opportunities

Qualifications

2–4 years of experience in investment banking, private equity, or a related transactional or analytical role
Strong financial modelling and valuation capabilities; experience with LBO modelling preferred
Genuine interest in industrial businesses — familiarity with sectors such as fluid power, process automation, material handling, filtration, or electrical utility components is a plus
Ability to operate effectively in a lean environment with limited hierarchy and a hands-on culture
Strong written and verbal communication skills; comfortable engaging with management teams and senior stakeholders
Self-starter who can manage multiple workstreams and move quickly without close oversight

Hampton Reid

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