PE Associate | Bay Area Firms 5b AUM

Overview

Location: San Francisco, CA
Title: Private Equity Associate Summer 2026

Two well-established tech-focused private equity firms in the Bay Area are expanding their teams and seeking a high-caliber Associate to support continued growth and investment activity. With over $1.5B in AUM, the firms use differentiated strategies and deploy capital through flexible equity investments.

These are rare opportunities to join lean, entrepreneurial teams where Associates gain meaningful exposure across the full investment lifecycle, from sourcing and diligence to execution and portfolio value creation. Both firms pride themselves on collaborative cultures, strong mentorship, and long-term career development.

• Evaluate new investment opportunities across a range of sectors and transaction types
• Build and maintain detailed financial models; conduct market, industry, and competitive research
• Assist with due diligence work streams and preparation of investment committee materials
• Support deal execution alongside senior investment professionals and external advisors
• Participate in portfolio monitoring, strategic initiatives, and value creation efforts
• Work closely with partners, founders, management teams, and internal stakeholders

• 1.5+ years of post-undergraduate experience, ideally in investment banking, private equity, consulting, or another rigorous analytical environment
• Strong financial modeling, analytical, and problem-solving skills
• Intellectual curiosity, ownership mentality, and a collaborative working style
• Exceptional verbal and written communication skills
• Ability to thrive in dynamic, small-team environments and work across industries and deal types