About the Role
As an Associate on the Investment Team, you will be a core member of the team, working across all stages of the investment lifecycle-from investment evaluation 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 enterprise software and 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
Investment Evaluation, Due Diligence & Execution
- Build and maintain detailed financial models, including LBO analyses and operating models for prospective investments
- 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
- 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
Ideal Candidate
- At least 2 years of Investment Banking or Accounting experience or 1 year of Private Equity investment experience (Hard requirement, please do not apply if you do not meet this requirement)
- Ideally have experience in buyouts of B2B enterprise software or tech-enabled services businesses
- 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
What We Provide
- Total Rewards: Competitive salary + discretionary bonus and full health benefits (Medical/Dental/Vision). Compensation band: $150,000-$250,000 Total Compensation - depending on experience
- Mentorship, Not Management: Enjoy high autonomy within a lean, collaborative team that prioritizes your professional growth.
- Direct Impact: Lead meaningful investment workstreams and gain direct exposure to C-suite executives and boards.
- Accelerated Growth: Fast-track your career with a ground-floor role in a high-growth private equity firm.
- Vibrant Culture: Centrally located office in Manhattan, fully stocked kitchen, annual retreats, and frequent team social events.
