Private Equity Associate

The Private Equity Associate serves as the analytical and operational engine behind a high-growth CEO’s personal wealth strategy and investment platform. This role blends private equity, small business acquisition, real-estate underwriting, financial operations, and tax-aware strategic planning. The Associate will evaluate deals, manage diligence, build financial models, monitor multi-entity performance, and help structure a cohesive, scalable investment system for the CEO’s growing portfolio. This is a high-trust, high-responsibility role for a sharp, resourceful operator who can bring clarity, analytical depth, and financial rigor to a fast-moving entrepreneurial environment.

You will work directly with our CEO to:

• Grow her personal wealth at a compounding rate
• Build a durable portfolio of small business acquisitions
• Expand real estate investments across multiple markets
• Ensure financial clarity across all companies
• Support tax optimization, entity structuring, and long-term financial planning
• Build a private investment system that scales beyond Bree’s time and attention

Key Responsibilities

Wealth Management and Personal CFO Support

• Maintain a comprehensive net-worth and liquidity dashboard that consolidates all personal and investment assets, liabilities, cash positions, and upcoming obligations.
• Monitor cash flow across entities and personal accounts, forecast future needs, and identify opportunities to optimize liquidity, savings, and capital deployment.
• Track performance of existing investments, identifying trends, risks, and opportunities to rebalance or improve returns.
• Coordinate with external advisors (tax, legal, wealth advisors, lenders, accountants) to gather inputs, prepare documentation, and ensure alignment with overarching wealth strategy.
• Prepare monthly personal financial summaries synthesizing progress toward wealth goals, investment performance, cash positions, and upcoming strategic decisions.
• Conduct cash-flow planning for the CEO’s personal finances
• Provide financial clarity to support major life and business actions

Deal Sourcing, Diligence & Transaction Execution

• Build and manage a continuous pipeline of acquisition opportunities across industries
• Conduct initial screening for size, margins, customer concentration, owner-dependence, and operational complexity
• Develop investment memos summarizing thesis, risks, and recommendations
• Build relationships with brokers, bankers, advisers, and small-business seller networks
• Lead diligence workstreams (financial, operational, tax, legal)

• Build and manage data rooms
• Ensure documentation alignment across lenders, attorneys, sellers, and internal stakeholders
• Support deal structuring for tax efficiency and long-term asset protection

Financial Modeling & Underwriting

• Construct detailed financial models, including LBOs, working-capital analyses, debt-service structures, and sensitivity cases
• Assess capital stack options (SBA, seller financing, earnouts, rollover equity, etc.)
• Evaluate post-close cash-flow sufficiency and risk exposure

Real Estate Investment Analysis

• Underwrite multifamily, senior living, and other real estate investment opportunities
• Build pro formas, rent rolls, expense assumptions, and acquisition/development budgets
• Conduct partner vetting and market analysis
• Support both acquisition and asset-management workflows

Financial Reporting Across Multiple Entities

• Create and maintain a unified financial dashboard that aggregates:
• Business performance
• Real estate holdings
• Cash positions
• Debt obligations
• Equity growth
• Produce monthly investment and performance reports
• Coordinate reporting across several operating companies and personal investments

Post-Close Value Creation

• Develop 100-day plans for new acquisitions
• Support KPI development, integration, financial tracking, and operational improvement
• Monitor performance against underwriting and flag variances early
• Work with support team to properly staff and manage acquisitions

Tax Strategy & Entity Structure Support (in collaboration with external advisors)

• Assist with tax-planning conversations across multiple entities
• Review and help implement strategies related to depreciation, trust structures, loss-harvesting, QSBS, Augusta rule, and more
• Support recommendations to optimize entity structure, liability protection, and cash-flow efficiency

Requirements

• 4–8 years of experience in private equity, investment banking, corporate development, transaction services, management consulting, and/or a comparable analytical/finance-intensive role.
• Exceptional financial modeling capability, including LBOs, sensitivity analyses, working-capital forecasting, debt-service modeling, and multi-scenario planning; able to build from scratch without templates.
• Experience supporting or leading transaction processes, including sourcing, deal screening, due diligence, data-room organization, materials preparation, and cross-party coordination.
• Exposure to real estate underwriting including multifamily, mixed-use, or operating-business real estate
• Advanced Excel skills and comfort with financial automation tools, dashboards, and reporting systems; strong analytical intuition and numerical accuracy.
• Superb written communication, especially the ability to synthesize complex analysis into clear, concise, decision-ready memos, models, and summaries.
• High degree of discretion and professional integrity, with the ability to manage confidential financial information across multiple entities and stakeholders
• Proven ability to operate in fast-moving, high-ambiguity environments, exercising sound judgment, proactive problem-solving, and independent decision-making.
• Strong organizational and project-management skills, with the ability to manage multiple workstreams, prioritize effectively, and meet tight deadlines.
• Comfort engaging with external stakeholders, including lenders, investors, attorneys, accountants, sellers, and advisors, with professionalism and clarity.
• Curiosity and a builder’s mindset—someone who improves systems, templates, models, and processes rather than simply using what exists.
• Entrepreneurial orientation, with a desire to contribute to an expanding investment platform and a long-term vision for wealth creation.

Benefits

• Competitive compensation commensurate with experience ($1500 - $1800 monthly)
• Opportunity for performance-based bonuses as the company grows
• Direct mentorship from the founder and CEO
• 21 days of paid time off
• Health benefits