Private Equity Business Development, Associate

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 (3-6 months)

• 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 (6-12 months)

• Begin directly driving revenue through client interactions
• Lead prospecting initiatives and client development
• Execute on business development strategies and ideas

Key Responsibilities

Administrative & Operational Excellence

• Master Salesforce, PitchBook, and Peakload platforms
• Maintain accurate client call logging and CRM management
• Update client interest profiles after each interaction
• Manage PE tracking sheets and pipeline updates
• Handle event RSVPs and client registrations
• Process legal documents (NDAs, joinders, non-reliance letters)

Operational Efficiency & Support

Salesforce Administration & Data Hygiene:

• 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
• Ensure CRM data integrity and completeness

Client Marketing Support:

• Handle preparation for client meetings
• Maintain marketing presentations, 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

Post-Call Management:

• 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

Financial Administration:

• Create and send invoices within one day of project completion
• Proactively chase outstanding invoices to accelerate payment cycles
• Manage client billing relationships to preserve senior team bandwidth for revenue-generating activities

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 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

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

Business Development & Market Research

• Identify and profile new PE firms and prospects
• Conduct market mapping across Energy, Infrastructure, Industrials, 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

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

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 energy sector 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.