Meraki Talent
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Meraki Talent are working with a growth-oriented private equity firm based in California. The firm invests in founder‑led technology and tech‑enabled services businesses within the U.S. middle market. With flexible capital and a collaborative, founder‑aligned approach, they support management teams in accelerating growth and building category‑leading platforms.
The firm is looking for an individual to join its 2026 Senior Associate class within the investment team. They seek someone to play a central role in sourcing, diligence & transaction execution, and portfolio support in a lean, high‑impact environment. Senior Associates lead workstreams, manage junior team members, coordinate with the senior investment team, and engage directly with founders, management teams, and advisors.
Key Responsibilities
Lead the diligence and execution process: manage timelines, coordinate external advisors, build and review detailed financial models and valuations, and drive high‑quality deliverables.
Develop and own sourcing pipelines and thematic investment opportunities: partner with senior team members to craft proprietary sub‑sector theses, identify and engage founders and executives, and maintain momentum in the deal funnel.
Prepare and present investment committee materials: synthesize complex analyses into clear, data‑driven memoranda and presentations, support senior decision‑making, and participate in the internal approval process.
Structure transactions and support closing and post‑close integration efforts: collaborate on deal terms, support negotiations, and work with portfolio company management teams on value‑creation initiatives, organic growth projects, and add‑on M&A.
Monitor portfolio company performance: work with management teams to track key metrics, lead strategic and operational initiatives, analyze growth levers and risk exposures, and support execution of business plans.
Qualifications
3‑5+ years of relevant professional experience at top firms within investment banking or private equity, including at least one year of relevant investment experience.
Demonstrated project management capabilities with the ability to manage multiple workstreams, coordinate stakeholders, and meet tight deadlines.
Exceptional financial modeling, analytical, and critical thinking skills; comfortable handling complex data and developing actionable insights.
Excellent written and verbal communication skills with the ability to engage credibly with founders, executives, and senior investment professionals.
Collaborative mindset with humility, integrity, and a strong work ethic.
Undergraduate degree and/or MBA from a leading academic institution.
Seniority level Not Applicable
Employment type Full‑time
Job function Finance
Industries Venture Capital and Private Equity Principals and Investment Management
Referrals increase your chances of interviewing at Meraki Talent by 2x.
Get notified about new Investment Associate jobs in
California, United States .
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Meraki Talent are working with a growth-oriented private equity firm based in California. The firm invests in founder‑led technology and tech‑enabled services businesses within the U.S. middle market. With flexible capital and a collaborative, founder‑aligned approach, they support management teams in accelerating growth and building category‑leading platforms.
The firm is looking for an individual to join its 2026 Senior Associate class within the investment team. They seek someone to play a central role in sourcing, diligence & transaction execution, and portfolio support in a lean, high‑impact environment. Senior Associates lead workstreams, manage junior team members, coordinate with the senior investment team, and engage directly with founders, management teams, and advisors.
Key Responsibilities
Lead the diligence and execution process: manage timelines, coordinate external advisors, build and review detailed financial models and valuations, and drive high‑quality deliverables.
Develop and own sourcing pipelines and thematic investment opportunities: partner with senior team members to craft proprietary sub‑sector theses, identify and engage founders and executives, and maintain momentum in the deal funnel.
Prepare and present investment committee materials: synthesize complex analyses into clear, data‑driven memoranda and presentations, support senior decision‑making, and participate in the internal approval process.
Structure transactions and support closing and post‑close integration efforts: collaborate on deal terms, support negotiations, and work with portfolio company management teams on value‑creation initiatives, organic growth projects, and add‑on M&A.
Monitor portfolio company performance: work with management teams to track key metrics, lead strategic and operational initiatives, analyze growth levers and risk exposures, and support execution of business plans.
Qualifications
3‑5+ years of relevant professional experience at top firms within investment banking or private equity, including at least one year of relevant investment experience.
Demonstrated project management capabilities with the ability to manage multiple workstreams, coordinate stakeholders, and meet tight deadlines.
Exceptional financial modeling, analytical, and critical thinking skills; comfortable handling complex data and developing actionable insights.
Excellent written and verbal communication skills with the ability to engage credibly with founders, executives, and senior investment professionals.
Collaborative mindset with humility, integrity, and a strong work ethic.
Undergraduate degree and/or MBA from a leading academic institution.
Seniority level Not Applicable
Employment type Full‑time
Job function Finance
Industries Venture Capital and Private Equity Principals and Investment Management
Referrals increase your chances of interviewing at Meraki Talent by 2x.
Get notified about new Investment Associate jobs in
California, United States .
#J-18808-Ljbffr