Equality Asset Management (EAM), a Boston based Private Equity firm is seeking a highly motivated Associate to join our Private Equity investment team. The Associate will play a critical role in all aspects of the investment process, with a focus on sourcing new investment opportunities, developing data-driven investment theses and supporting transaction execution. This is a full-time, in-person position based in EAM’s Boston office, Monday through Friday.
Key Responsibilities
Deal Sourcing & Evaluation
- Conduct in-depth industry, market, and company research across software and technology sectors
- Source, evaluate and maintain a pipeline of investment opportunities aligned with the firm’s strategy and sector focus
- Participate in introductory calls and ongoing discussions with founders and executives
- Assist in developing investment theses and preparing investment committee materials
Transaction Execution
- Support all phases of deal execution including due diligence, financial modeling, valuation analysis and deal structuring
- Prepare presentations and analyses for internal discussions, investment committee meetings and lender conversations
- Participate in management meetings, lender discussions and diligence sessions
Qualifications
Required
- 2-4 years of experience in private equity, investment banking, consulting, transaction advisory or a related financial role
- Excellent written and verbal communication skills, analytical and financial modeling skills
- High attention to detail with the ability to manage multiple priorities
- Proficiency in Excel and PowerPoint
Personal Attributes
- Intellectual curiosity, particularly around software businesses and emerging market trends
- Self-starter with a strong work ethic and the ability to think critically about investment merits and risks
- Team-oriented with a positive, professional attitude and collaborative mindset
