BroadPeak Capital | Investment Associate
21 hours ago
Investment Associate, Private Equity
BroadPeak Capital is a private equity firm headquartered in Atlanta. We are an ambitious, nimble and operations-oriented organization committed to building a lasting platform with industry-leading returns. We seek opportunities to support the growth of promising companies by taking an active role in their development through both controlling and minority equity investments.
We believe our leadership team’s diverse backgrounds across entrepreneurship and investing, coupled with a multi-billion dollar track record, provide us an edge as we drive success for both our companies and investors.
Purpose:
As an Investment Associate, you will drive BroadPeak’s investment strategy by conducting thorough financial modeling, due diligence, and market research. You’ll evaluate and execute transactions, manage portfolio performance, and identify new opportunities, all while contributing to a performance-driven, entrepreneurial culture.
Location: This position will work onsite out of our Corporate office in Sandy Springs, GA.
Responsibilities:
- Take full ownership of the investment model and prepare detailed investment memoranda
- Drive business due diligence and underwriting processes
- Support portfolio company value creation
- Source new investment opportunities
- Conduct due diligence, analysis, and author investment memoranda for potential and ongoing transactions, addressing deal issues in real time
- Evaluate investment opportunities through comprehensive financial modeling, market research, and strategic due diligence
- Develop presentations and test hypotheses to communicate financial and strategic insights effectively
- Research market trends, industry dynamics, and competitive landscapes to identify emerging opportunities and risks
- Assist where possible with structuring and negotiating deals, including drafting LOIs and other transaction-related documentation
- Collaborate on strategic financial planning to ensure the sustained health and growth of investments and portfolio companies
- Monitor portfolio performance, track key metrics, and recommend follow-on investments or optimizations
- Manage transaction timelines and coordinate with internal teams and external advisors to ensure seamless execution
- Actively contribute to BroadPeak's entrepreneurial and performance-oriented culture
Requirements:
- Undergraduate degree with strong academic background
- 2-5 years of relevant experience in investment banking or private equity investing
- Significant expertise in building and analyzing cashflow / LBO financial models, working with large datasets, and presenting actionable insights effectively to senior stakeholders
- Skill in evaluating market trends, competitive landscapes, and sector-specific opportunities
- High level experience supporting deal structuring and participating in transaction documentation processes
- Attention to detail, ability to thrive under pressure, strong interpersonal skills, self-starter approach
What we offer:
- Competitive compensation package (base, bonus, benefits, carried interest eligible)
- Growth and development – Each team member has a visible and immediate impact on the business, offering abundant opportunities for personal and professional growth as we scale in size.
- Healthcare plans that include health/dental/vision insurance, 401K Plan, company-paid life insurance and short-term disability, flexible spending account options and more.
- Paid time off, including sick days & holidays to support work-life balance.
We are proud to be an EEO/AA employer. Applicants for employment are considered without regard to race, creed, color, religion, sex, sexual orientation, marital status, national origin, age, and disability, status as a veteran, Vietnam Era Veteran, or being a member of the Reserves or National Guard.
-
Investment Associate
1 day ago
Atlanta, United States BroadPeak Capital Full timeInvestment Associate, Private EquityBroadPeak Capital is a private equity firm headquartered in Atlanta. We are an ambitious, nimble and operations-oriented organization committed to building a lasting platform with industry-leading returns. We seek opportunities to support the growth of promising companies by taking an active role in their development...
-
Investment Portfolio Specialist
2 weeks ago
Atlanta, Georgia, United States Capital Investment Advisors Full timeGrow Your Career as an Investment AssociateWe are seeking a driven and team-oriented Investment Associate to join our Atlanta office. This role offers a unique opportunity to develop your knowledge of our business and practices while supporting a team of experienced Advisors.About the Role:This position is based in our Atlanta, GA office and offers a hybrid...
-
Expert Tax Strategist
3 weeks ago
Atlanta, Georgia, United States Capital Investment Advisors Full timeAbout the Role:We are seeking a seasoned Senior Tax Manager to join our team at Capital Investment Advisors in Sandy Springs. As a key member of our Tax Team, you will play a crucial role in preparing complex business and individual tax returns, fostering relationships with clients, and mentoring junior team members.Responsibilities:Prepare and/or review...
-
Venture Capital Investment Analyst
3 weeks ago
Atlanta, Georgia, United States BIP Ventures Full timeBIP Ventures is a venture capital firm based in Atlanta that takes a holistic approach to investing. We are dedicated to opening new doors for overlooked founders, providing more entrepreneurs with the access to capital needed to build leading tech companies.We leverage decades of experience to make informed investment decisions and provide operational...
-
Investment Banking Vice President
1 month ago
Atlanta, United States NextGen Capital Full timeNextGen Capital is always interested in talking to highly motivated financial professionals with existing experience in investment banking, private equity, and multi-family office services. We offer a dynamic, growth oriented and challenging work environment as well as comprehensive employee benefits that include health insurance, paid time off, and 401(k)...
-
Compliance Assistant
3 weeks ago
Atlanta, United States Capital Investment Advisors Full timeAt Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of...
-
Senior Tax Manager
2 weeks ago
Atlanta, GA, United States Capital Investment Advisors Full timeAt Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full...
-
Investment Banking Associate
1 month ago
atlanta, United States Oaklands Global Financial Services Recruitment Full timeOaklands Global are excited to partner with a prestigious elite boutique investment bank that is expanding its Industrials group in Atlanta. Our client is actively seeking talented professionals at the Associates level, who have a strong track record of closed M&A transactions within relevant sectors.This firm is renowned for its sector-focused, idea-driven...
-
Investment Banking Associate
1 month ago
atlanta, United States Oaklands Global Financial Services Recruitment Full timeOaklands Global are excited to partner with a prestigious elite boutique investment bank that is expanding its Industrials group in Atlanta. Our client is actively seeking talented professionals at the Associates level, who have a strong track record of closed M&A transactions within relevant sectors.This firm is renowned for its sector-focused, idea-driven...
-
Investment Banking Associate
1 month ago
Atlanta, United States Oaklands Global Financial Services Recruitment Full timeOaklands Global are excited to partner with a prestigious elite boutique investment bank that is expanding its Industrials group in Atlanta. Our client is actively seeking talented professionals at the Associates level, who have a strong track record of closed M&A transactions within relevant sectors.This firm is renowned for its sector-focused, idea-driven...
-
SMA Sales Specialist
2 weeks ago
Atlanta, United States Capital Group Full time“I can succeed as the SMA Sales Specialist at Capital Group.”The SMA Sales Specialist is a field-based sales associate aligned with Capital Group’s Divisional Sales teams. The role will work closely with SMA Product Management, Asset Class Services leads, and the Equity and Fixed Income Investment Groups. As the field-based SMA-focused sales associate,...
-
Investment Banking Associate
1 month ago
Atlanta, United States Spectrum Search Group Full timeInvestment Banking Associate-Business Services & IndustrialsOur client, a leading middle-market Investment Bank is seeking an experienced Associate to join their team focused on M&A and buy-side transactions within the Specialty Distribution & Services sectors, and you will be working closely with analysts and senior bankers to support transaction execution,...
-
Investment Banking Associate
1 month ago
atlanta, United States Spectrum Search Group Full timeInvestment Banking Associate-Business Services & IndustrialsOur client, a leading middle-market Investment Bank is seeking an experienced Associate to join their team focused on M&A and buy-side transactions within the Specialty Distribution & Services sectors, and you will be working closely with analysts and senior bankers to support transaction execution,...
-
Investment Banking Associate
1 month ago
Atlanta, United States Spectrum Search Group Full timeInvestment Banking Associate-Business Services & IndustrialsOur client, a leading middle-market Investment Bank is seeking an experienced Associate to join their team focused on M&A and buy-side transactions within the Specialty Distribution & Services sectors, and you will be working closely with analysts and senior bankers to support transaction execution,...
-
Investment Banking Associate
1 month ago
atlanta, United States Spectrum Search Group Full timeInvestment Banking Associate-Business Services & IndustrialsOur client, a leading middle-market Investment Bank is seeking an experienced Associate to join their team focused on M&A and buy-side transactions within the Specialty Distribution & Services sectors, and you will be working closely with analysts and senior bankers to support transaction execution,...
-
Chief Capital Markets Officer
3 weeks ago
Atlanta, Georgia, United States GPAC Full timeJob DescriptionA Vice President of Capital Markets at GPAC is responsible for leading the company's financing efforts for residential construction projects.This includes securing equity partnerships, negotiating debt agreements, and managing relationships with financial institutions. The role requires expertise in capital structuring, understanding both...
-
Executive Investment Consultant Leader
2 weeks ago
Atlanta, Georgia, United States WTW Full timeJob DescriptionThe Role: Atlanta Office Line Business Leader and Senior Client ConsultantThis position represents the Investments business in the WTW Southeast region leadership team and maintains a thriving culture in their office.You will lead client experience and investment consulting efforts to clients in both advisory and Outsourced Chief Investment...
-
Vice President of Capital Markets
2 weeks ago
Atlanta, United States GPAC Full timeVice President of Capital Markets gpac is partnered with a leading construction company who is in need of a VP of Capital Markets. This person will lead the company’s financing efforts for residential construction projects. This includes securing equity partnerships, negotiating debt agreements, and managing relationships with financial institutions....
-
Senior Investment Consultant Leader
3 weeks ago
Atlanta, Georgia, United States Allocator Jobs Full timeAllocator Jobs is a leading provider of investment consulting services. Our company has been at the forefront of innovation, helping clients achieve their financial goals.The estimated salary for this role is $150,000 - $200,000 per year, depending on experience and qualifications. This position is located in Atlanta, Georgia, USA.About the RoleThis is a...
-
Vice President of Capital Markets GA
3 weeks ago
Atlanta, United States gpac Full timeVice President of Capital Markets gpac is partnered with a leading construction company who is in need of a VP of Capital Markets . This person will lead the company’s financing efforts for residential construction projects. This includes securing equity partnerships, negotiating debt agreements, and managing relationships with financial institutions. The...