Private Equity Business Development Specialist

2 weeks ago


San Mateo, California, United States The Kostelic Agency Full time
Job Overview

The Kostelic Agency is partnering with a leading private equity firm to seek a highly motivated and detail-oriented Private Equity Business Development Analyst. This role will be responsible for sourcing and qualifying new investment opportunities, conducting market research, and analyzing financial statements to evaluate the attractiveness of potential investments.

Key Responsibilities:

  • Sourcing and qualifying new investment opportunities across B2B software, tech-enabled services, managed services, and industrial technology.
  • Conducting market research and analysis to identify emerging trends, develop compelling investment theses, and identify potential investment opportunities.
  • Initiating outreach and developing relationships with key stakeholders, including entrepreneurs, executives, intermediaries, and other relevant professionals to expand deal flow and sourcing capabilities.
  • Analyzing financial statements and other business metrics to evaluate the attractiveness of potential investments.
  • Building and managing a pipeline targeting both platform investments and add-on acquisitions, utilizing CRM software to track progress and key metrics.
  • Providing analytical support and insight to senior investment professionals, including preparation of investment committee memos and presentations.

Requirements:

  • Bachelor's degree in finance, economics, business administration, or a related field.
  • Knowledge of M&A processes including sourcing and deal structuring.
  • 1-3 years of relevant experience in a financial services organization (preferably a background or knowledge of private equity, investment banking, or relevant sales/business development experience, etc.).
  • Excellent communication and interpersonal skills with the ability to build and maintain relationships with external stakeholders and internal team members.
  • Willing to be creative and to take a thoughtful and scrappy approach to developing deal flow.
  • Ability to work independently and as part of a team.
  • Strong attention to detail and entrepreneurial mindset.
  • Passion for private equity and technology.
  • Driven and self-motivated, with a strong desire to learn and a can-do attitude.
  • Ability to juggle, prioritize, and manage deadlines in a fast-paced environment.

About The Kostelic Agency:

The Kostelic Agency is a leading recruitment agency specializing in private equity, investment banking, and financial services. We are committed to providing exceptional service and expertise to our clients and candidates. If you are looking for a challenging and rewarding career opportunity, please submit your application or contact us to arrange a confidential conversation.



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