Investment Senior Principal - Middle Market PE Firm

Location: New York, NY (On-site)

Firm Overview: A middle-market private equity firm is seeking a Principal to support investment execution and portfolio management across industrial, consumer, business services, and technology-enabled sectors.

Role Summary: The Principal will lead key aspects of transaction evaluation, due diligence, deal execution, and portfolio value-creation initiatives. The role requires strong analytical capabilities, transactional experience, and the ability to work directly with management teams and internal stakeholders.

Responsibilities: Source and evaluate investment opportunities through industry research and advisor networks. Lead financial modeling, valuation analyses, and preparation of investment committee materials. Manage due diligence processes, coordinating third-party advisors and internal teams. Support negotiation and structuring of transactions. Partner with portfolio company leadership on strategic planning, performance monitoring, and operational improvement initiatives. Oversee preparation of portfolio reporting and support exit planning. Mentor junior team members and contribute to firm-level initiatives.

Qualifications: Bachelor’s degree required; MBA preferred. Minimum six years of relevant experience in private equity, investment banking, or related disciplines. Strong transaction execution skills and familiarity with middle-market buyout processes. Excellent analytical, communication, and project-management capabilities.

Work Arrangement: On-site presence in Manhattan is required Monday through Thursday.

Compensation: Competitive base salary, annual bonus, carried interest eligibility, and full benefits.