Associate, Investment Team

Bloom Equity Partners is a leading technology-focused private equity firm headquartered in NYC, currently deploying capital out of Bloom Equity Partners Fund I. We specialize in unlocking growth in lower-middle market enterprise software and business services companies through control investments, further developing already-great businesses into market leaders. Led by a team of technology-focused investors and industry operators, Bloom injects capital, operational resources, and playbooks into recession-resistant businesses to rapidly unlock transformational growth and deliver superior risk-adjusted returns to our investment partners and management teams. About the Role As an Associate on the Investment Team, you will be a core member of the deal team, working across all stages of the investment lifecycle-from sourcing and due diligence through deal execution and post-acquisition value creation. You will work directly alongside senior investment professionals and portfolio company leadership to evaluate, execute, and manage investments in B2B enterprise software and tech-enabled services businesses. This is a high-impact, high-autonomy role at a fast-growing firm where you will gain meaningful exposure to every dimension of lower-middle market private equity investing. Key Responsibilities Deal Sourcing & Evaluation
Identify and evaluate new investment opportunities through proprietary research, industry mapping, and relationship development with intermediaries, founders, and executives
Conduct preliminary screening of potential targets, including market sizing, competitive analysis, and financial assessment to determine strategic fit with Bloom’s investment thesis
Prepare investment screening memos and present initial findings to the investment team Due Diligence & Execution
Build and maintain detailed financial models, including LBO analyses and operating models for prospective investments
Lead workstreams during due diligence, developing deep understanding of target companies’ customers, sales processes, churn dynamics, product positioning, competition, team, and market
Coordinate with external advisors—lawyers, accountants, consultants, and industry experts—throughout the transaction process
Prepare investment committee memoranda, presentations, and supporting materials
Support deal structuring, term sheet development, and negotiation processes Portfolio Company Support
Work with the Board and management teams of portfolio companies post-transaction to improve operational efficiencies, sales and marketing workflows, and financial management
Support portfolio company M&A initiatives, including target identification, due diligence, and integration planning to fulfill buy-and-build strategies
Monitor portfolio company performance through financial analysis, KPI tracking, and regular reporting Firm Building
Contribute to the development and refinement of Bloom’s investment processes, CRM systems, and internal knowledge base
Support fundraising and investor relations activities as needed, including preparation of fund reporting and LP communications Ideal Candidate
2–4 years of buy-side investment experience in private equity, growth equity, or related fields (hard requirement), ideally with experience in LMM buyouts of enterprise software or white-collar business services companies
Strong financial modeling and due diligence acumen across multiple transaction types
Excellent analytical skills with the ability to synthesize complex data into clear, actionable investment recommendations
Ability to perform and prioritize multiple tasks simultaneously with extreme attention to detail
Strong project management, organizational, process management, and communication skills
Excel in building strong relationships with intermediaries, management teams, and advisors
A bachelor’s degree from a top university with a strong GPA; CFA progress or MBA a plus What We Provide
Mentorship, not management. We operate as a small team with high autonomy, and we’ll provide mentorship to help you grow
Direct exposure to senior leadership of Bloom Equity and Bloom’s portfolio company CEOs and boards
Meaningful deal responsibility-you will own workstreams and have a seat at the table from day one
An opportunity to grow within Bloom Equity and fast-track to senior positions. This role is an opportunity to get in at the ground level of a fast-growing private equity strategy