Private Equity Sales, Associate at Capstone

Washington, District of Columbia, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Dec, 25

Salary

0.0

Posted On

29 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Salesforce, PitchBook, Excel, PowerPoint, Communication, Organizational Skills, Time Management, Detail-Oriented, Analytical Thinking, Problem-Solving, Database Management, Private Equity, M&A Processes, Market Research, Client Relationship Management, Business Development

Industry

Financial Services

Description

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.

Responsibilities

The Private Equity Sales Associate will master administrative tasks and operational processes, and eventually drive revenue through client interactions. Responsibilities include managing CRM systems, supporting client marketing, and conducting market research.