Business Development Associate - Private Equity - M & A

Optimatum Solutions

is seeking a Business Development Associate – Private Equity – M &A who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes.

Key Responsibilities

Owning CRM data integrity to ensure accurate pipelines, reporting, and client tracking.

Managing client relationships and expansion efforts with a proactive, independent approach.

Executing marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact.

Designing and refining sales materials that directly influence client engagement and deal success.

Working with leadership on coordinating business development activities; including pipeline tracking, opportunity management, and CRM updates.

Supporting the organization in preparing pitch materials, proposals, capability decks, and engagement summaries tailored to private equity clients.

Conducting background research on target PE firms, portfolio companies, industry trends, and deal activity.

Maintaining and updating sales collateral, case studies, and thought leadership relevant to private equity value creation, due diligence, and portfolio optimization.

Coordinating outreach campaigns, client touchpoints, and follow‑up activities with PE firms, operating partners, and portfolio company executives.

Tracking client engagement metrics and preparing reports for leadership on relationship health, cross‑sell opportunities, and market penetration.

Supporting planning and execution of marketing events including roundtables, webinars, and conferences.

Maintaining accurate tracking of activities and action items for the leadership team.

Assisting with scheduling and logistics for meetings and marketing initiatives.

Ensuring compliance with firm policies, risk management procedures, and brand standards.

Required Qualifications

2–4 years of experience in business development, client development, sales support, or marketing within a professional services, consulting, financial services, or private equity environment.

Bachelor’s degree.

Direct experience supporting teams that work with private equity firms or portfolio companies.

Strong understanding of private equity and M & A deal cycles, value creation levers, and the consulting services typically provided to PE clients.

Exceptional organizational skills with the ability to manage multiple priorities and deadlines.

Strong written and verbal communication skills, with experience preparing client‑facing materials.

Proficiency with CRM platforms and Microsoft Office Suite.

Preferred Qualifications

Experience in a professional services organization.

Familiarity with transaction advisory services, commercial due diligence, or PE value creation consulting.

Ability to synthesize market intelligence and translate it into actionable insights for BD strategy.

Experience supporting senior‑level stakeholders in a matrixed organization.

Key Competencies

Detail‑oriented with strong project management skills.

Proactive, resourceful, and able to anticipate team needs.

Strong business acumen and understanding of PE industry dynamics.

Collaborative mindset with the ability to work across service lines.

High level of professionalism and client‑service orientation.

Benefits

401(k) with company match.

Dental insurance.

Health insurance.

Vision insurance.

Life, STD & LTD insurance.

Paid time off.

Flexible time off policy – including vacation, personal days and holidays.

Employee discounts.

Opportunity for advancement.

Training & development.

Tuition assistance.

Wellness resources.

Salary and bonus.

We offer a competitive compensation and generous employee benefits package that includes salary, bonus, and comprehensive health coverage.

Location: New York City office located in Midtown, NYC.

The expected annual salary ranges from $75,000–$120,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue‑based metrics, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered.

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