Finance & Banking Associate, Financial Analyst

Atlanta-based, Emerging private equity fund founded and led by a former senior investment professional at a global tier 1 institutional investment firm, bringing deep investing and sector expertise, institutional process, and a long track record of building and scaling successful investments in technology companies.

The firm is in the early stages of fund formation and is focused on building an investment platform to acquire and build lower middle market technology businesses across enterprise / vertical application software.

To support this next phase of growth, the Firm is seeking to strengthen its investment team with a critical hire of an Associate to join and help build the Investment Team. This role is based in Atlanta and will support the Firm’s efforts in sourcing and executing new investments in software sub‑sectors. The Associate will be a highly visible member of the investment team and work with the VP across deal sourcing, deal leadership, end‑to‑end execution, and portfolio value creation.

• Conduct comprehensive due diligence and business analysis.
• Perform industry and third‑party research.
• Develop and maintain detailed financial models.

• Sector knowledge in Technology, TMT, Software would be ideal.
• Entrepreneurial mindset, low‑ego, and high resourceful. Someone who takes ownership, moves with urgency, and sees challenges as creative opportunities. Must be comfortable operating in and navigating ambiguity.
• Proficiency in Microsoft PowerPoint and Excel.
• Strong financial modeling, research, and analytical skills.
• Excellent written, verbal communication, and interpersonal skills.
• Experience in alternative asset management or investment banking preferred.
• A deep commitment to ethical leadership, aligned incentives, and partnership‑driven success.
• Excellent analytical, communication, and stakeholder management skills.

Seniority level:
Associate |

Employment type:

Full‑time | Job function:
Finance | Industries:
Investment Banking