How to become a Private Equity Associate
Supports private equity investment teams across sourcing, financial modeling, due diligence, transaction execution, investment committee materials, and portfolio monitoring. The role typically targets candidates with investment banking, consulting, transaction services, or private markets experience and offers exposure to the full investment lifecycle.
Top Skills Required
- LBO modeling
- Financial modeling
- Operating models
Education & Certifications
Typical: Bachelor's degree in finance, economics, business, accounting, or a related field, typically from a strong academic program.
Alternative paths:
- Relevant investment banking experience
- Private equity or private markets experience
- Consulting experience
- Transaction services experience
- Industry or sector operating experience