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Capstone · 3 weeks ago

Associate, Private Equity Business Development

DC-Baltimore Area

Full-time

Onsite

New Grad, Entry Level

Capstone is seeking a motivated Private Equity Business Development Associate to join our team. This role offers a structured career progression from mastering basic business development operations to driving revenue through direct interaction with private equity professionals and business development initiatives.

AdviceProfessional Services

Work & Life Balance

Responsibilities

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

Complete comprehensive training programs

Develop a deep understanding of Capstone's value proposition and client base

Begin directly driving revenue through client interactions

Lead prospecting initiatives and client development

Execute business development strategies and ideas

Master Salesforce, PitchBook, MergerMarket, and other relevant platforms

Maintain accurate client call and meeting logging and CRM management

Update client profiles on a regular basis

Manage performance tracking sheets and pipeline updates

Handle event RSVPs and client registrations

Process legal documents (NDAs, joinders, non-reliance letters)

Manage invoice processing and collection

Log all client calls and meetings and maintain data accuracy

Assist in creating and maintaining marketing campaigns for new and high-priority focus areas

Manage opportunities through the sales pipeline

Add new contacts and prospects to the database

Ensure CRM data integrity and completeness

Run the preparation process for client meetings and engagements

Maintain marketing presentations, ensuring accuracy through monthly updates and refreshes

Monitor and post LinkedIn deal announcements by scanning periodically for relevant transactions

Maintain framework presentations and deal tombstones

Execute comprehensive post-call checklist for every client interaction

Log calls in Salesforce immediately following completion

Create relevant opportunities in CRM system

Add clients to appropriate research distributions and campaigns

Leverage AI to set up calendar follow-ups and reminder tasks

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 PeakLoad, PitchBook, and other deal platforms

Ensure comprehensive deal chasing and identification of hot subsectors

Add prospects to relevant Salesforce campaigns based on market activity

Participate in client calls (virtual meetings, QRs, intro calls, project readouts)

Schedule and coordinate client meetings and introductions

Maintain relationships with Tier 1, 2, and 3 clients

Identify and profile new PE firms and prospects and conducted targeted outreach to perspective clients

Conduct market mapping and track deal flow

Research and maintain a database on portfolio companies, investment activity, fundraising, and M&A activity

Build comprehensive client maps including AUM, dry powder, and deal preferences

Stay current on industry research publications

Attend relevant professional conference calls and events

Develop expertise in PE transaction processes and timelines

Maintain knowledge of market trends and deal activity

Qualification

SalesforcePitchBookExcelPowerPointCRM systemsPrivate equity knowledgeM&A processesAnalytical thinkingProactive work styleWritten communicationVerbal communicationOrganizational skillsTime managementDetail-orientedProblem-solvingRelationship building