CarterPierce, INC. · 1 week ago
Strategy Associate - Growth Equity Firm (Tech/Software)
San Francisco Bay Area
Full-time
Hybrid
Entry Level
1+ years expCarterPierce, INC. is a growth equity firm based in both the Bay Area and New York, focused on partnering with high-growth software businesses. The Strategy Associate will develop and execute strategic initiatives for portfolio companies and support investor relations and communications efforts.
Staffing Agency
Hiring Manager
Emily Tober
Responsibilities
Partner with FIRM portfolio companies (50+) to develop and execute strategic initiatives for liquidity management and capital structure optimization
Support the build-out of dedicated ECM and DCM functions, working closely with private equity firms, strategics, and intermediaries worldwide
Assist in identifying and evaluating strategic partnership opportunities across the portfolio, including potential tuck-in M&A activities
Develop and refine the strategic development playbook, executing awareness campaigns that position portfolio companies for optimal outcomes
Build comprehensive datarooms and assist CEOs and management teams in positioning their businesses for strategic transactions
Create compelling collateral that demonstrates FIRM’s Strategic Development expertise as a key value-add, positioning the firm as the growth equity partner of choice through targeted thought leadership materials
Help develop and maintain institutional-quality marketing materials and investment presentations that effectively communicate the firm's value proposition
Support the creation and execution of strategic communications initiatives to enhance the firm's market presence as preeminent
Assist in managing relationships with current and prospective institutional investors, family offices, and investment consultants
Build relationships with leading technology founders, investors, and acquisition teams
Qualification
Required
Exceptional financial modeling and analytical capabilities, with strong attention to detail
Outstanding written and verbal communication skills, with ability to interact professionally with senior executives
Strong project management abilities and demonstrated capacity to handle multiple workstreams simultaneously
Proficiency in standard financial software and Microsoft Office suite, particularly Excel and PowerPoint
1-3 years of experience in investment banking, private equity, consulting, corporate development, Family Office / OCIO experience or a combination of the above
Strong academic credentials from a top-tier institution, with demonstrated excellence in quantitative and analytical coursework
Self-starter capable of managing multiple high-visibility projects with limited supervision, demonstrating strong prioritization skills and ability to deliver polished work products under tight deadlines
Preferred
Strong preference for candidates with exposure to software, SaaS, or technology sectors
Experience with capital raise materials, transaction support, investment memoranda, or company positioning collateral highly valued
Benefits
Regular exposure to C-suite leadership across our portfolio companies and limited partners
Structured mentorship program with FIRM’s Partners focused on your career development
Flexible work arrangements between our New York and San Mateo offices
Company
CarterPierce, INC.
Founded in 2005, CarterPierce is the leading provider of outsourced recruiting services to private equity, growth equity, venture capital, hedge funds, and alternative investment funds.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jill Pierce
President
Company data provided by crunchbase