Investment Senior Associate (San Jose)

About the firm: This private equity firm specializes in investing in lower middle-market companies and driving transformational growth through a proprietary operations and technology platform. It partners closely with management teams, bringing deep operational expertise and strategic guidance to accelerate performance. Focused on sectors such as technology, healthcare, and business services, the firm emphasizes digital transformation, process optimization, and scalable infrastructure to create long-term value. With a hands-on approach and a strong track record, it aims to turn growing businesses into industry leaders.

About the role: Support deal sourcing by researching industries, identifying potential targets, and evaluating new investment opportunities. Analyze financial data to help assess company performance, valuation, and potential for growth. Build financial models to forecast outcomes and support investment decisions. Assist in due diligence by coordinating with advisors and reviewing company materials. Work with portfolio companies to track performance and support growth initiatives post-investment.