Associate – Private Equity Investment

Job Description

Private Equity Associate | CarterPierce, INC.

The Tone:
This Associate role at CarterPierce, INC. has opportunities available in San Francisco, CA and Chicago, IL. CarterPierce is a leading multi-strategy investment firm managing approximately $3 billion in assets under management and currently investing from its $1 billion flagship growth fund. The firm focuses on scaling durable, market-defining businesses across Clean Energy, Climate Technology, Food & Agriculture, and Infrastructure, and is recognized for its collaborative culture and differentiated sector expertise. This position offers Associates significant responsibility and direct exposure to senior investment professionals, allowing them to contribute directly to improving efficiency, resilience, and long-term value across critical sectors of the global economy.

The TL;DR
• Role: Early Career
• Location: In-person, San Francisco, CA and Chicago, IL
• Team: Collaborative investment teams, working directly with senior investment professionals.
• Mission: To partner with businesses that are commercializing innovative solutions by providing flexible growth capital and hands-on strategic support, aiming to scale durable and market-defining solutions that improve efficiency, resilience, and long-term value across critical sectors including Clean Energy, Climate Technology, Food & Agriculture, and Infrastructure.

What You’ll Actually Do
• Research: Conduct market research and analysis to identify potential investment opportunities.
• Modeling: Construct financial models to evaluate investment performance.
• Due Diligence: Support the due diligence process for prospective investments.
• Documentation: Prepare investment memos and presentations for internal and external stakeholders.
• Collaboration: Partner with portfolio companies to drive value creation.

The Must-Haves
• Background: Bachelor’s degree in Finance, Economics, Business, or a related field.
• Experience: Prior experience in investment banking, private equity, or management consulting environments.
• Skills: Strong analytical and quantitative abilities, proficiency in financial modeling and valuation techniques, excellent written and verbal communication, and the ability to contribute effectively within a team environment.
• Bonus: Knowledge of Clean Energy, Climate Technology, Food & Agriculture, or Infrastructure sectors.