Associate, Private Equity Business Development

Job Description:

Position Overview

Capstone is seeking a dynamic and motivated Private Equity Sales Associate to join our team. This role offers a structured career progression from mastering basic business development operations and administrative tasks to driving revenue through directly interacting with Private Equity professionals and employing business development initiatives.

Position Structure & Progression

Phase 1: Foundation Building

Master all basic administrative tasks and operational processes ("blocking & tackling")

• Complete comprehensive training programs
• Develop deep understanding of Capstone's value proposition and client base

Phase 2: Revenue Generation

Begin directly driving revenue through client interactions

• Lead prospecting initiatives and client development
• Execute on business development strategies and ideas

Key Responsibilities

Business Development & Market Research

• Identify and profile new PE firms and prospects
• Conduct market mapping across TMT, software, HCIT, and ESG sectors
• Track deal flow and competitive landscape
• Research portfolio companies and investment activity
• Build comprehensive client maps including AUM, dry powder, and deal preferences

Administrative Capability

• Master Salesforce, PitchBook, and Peakload platforms
• Log all client calls and maintain data accuracy
• Create and maintain marketing campaigns for new and high-priority focus areas
• Manage opportunities through the sales pipeline
• Add new contacts and prospects to the database, ensuring CRM data integrity and completeness
• Update client interest profiles after each interaction
• Manage pipeline updates
• Handle event RSVPs and client registrations
• Process legal documents (NDAs, joinders, non-reliance letters)

Client Relationship Management

• Participate in client calls (Virtual Meetings, QRs, Intro calls, Project Readouts)
• Conduct targeted outreach to prospective clients
• Schedule and coordinate client meetings and introductions
• Maintain relationships with Tier 1, 2, and 3 clients
• Move warm leads through the sales funnel

Knowledge Development

• Stay current on energy and finance research publications
• Attend relevant industry conference calls and events
• Develop expertise in PE transaction processes and timelines
• Maintain knowledge of market trends and deal activity

Client Marketing Support:

• Help lead preparation for client meetings
• Maintain marketing collateral, ensuring analyst team provides monthly updates and refreshes
• Monitor and post LinkedIn deal announcements by scanning periodically for relevant transactions
• Maintain framework presentations and deal tombstones

Database Maintenance & Market Intelligence:

• Maintain Non-Reliance Letters (NRL) database for each transaction
• Keep client matrix updated in real-time, tracking personnel changes and new hires
• Monitor client team movements to other firms
• Systematically track MergerMarket, Pitchbook, and other deal platforms
• Ensure comprehensive deal chasing and identification of hot subsectors
• Add prospects to relevant Salesforce campaigns based on market activity

Required Skills & Qualifications

Technical Proficiencies

• Experience with CRM systems (Salesforce preferred)
• Proficiency in PitchBook and financial databases
• Strong Excel and PowerPoint skills
• Understanding of private equity transaction processes

Core Competencies

• Excellent written and verbal communication skills
• Strong organizational and time management abilities
• Detail-oriented with high accuracy standards
• Ability to build and maintain professional relationships
• Proactive and self-motivated work style
• Analytical thinking and problem-solving skills
• Process improvement mindset with ability to identify efficiency opportunities
• Strong follow-through and ability to manage multiple concurrent projects
• Experience with database management and data hygiene best practices

Industry Knowledge

• Understanding of private equity and M&A processes
• Familiarity with software market dynamics (preferred)
• Knowledge of financial markets and investment terminology

Application Process

Interested candidates should submit a resume and cover letter demonstrating relevant experience in business development, client relationship management, or financial services. Experience in private equity, investment banking, or energy sector is preferred but not required.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.