Associate, Private Equity

Position Overview:

We are seeking a smart, highly driven and experienced individual to join Forum’s growing private equity investment team. The team’s focus is on investing in and managing a portfolio of growth equity investments in building services and urban infrastructure businesses. The associate will work closely with senior leaders to play an important role in the success of the firm.

This is an ideal opportunity for a dedicated and aspirational individual with a minimum of 3 years of relevant work experience in private equity, investment banking, management consulting, transaction services or other related professions.


  • Research, analyze and evaluate new investment opportunities

  • Build complex and dynamic financial models to assist in investment evaluation, structuring, financing and performance measurement

  • Perform diligence and investment analysis on historical financial results, competitive positioning, market and industry trends and other relevant investment factors

  • Conduct comparable and intrinsic valuation analyses, including comparable company, precedent transaction, discounted cash flow and other valuation methodologies

  • Prepare internal and external investment memoranda, presentations, reports and proposals

  • Support deal teams in the coordination and execution of new acquisitions, investments, financings and strategic initiatives

  • Liaise with portfolio company management teams, receive regular business performance updates and assist with business development initiatives

  • Assist with the management and monitoring of portfolio investments and preparation of update memos communicating investment performance to senior colleagues


  • University degree in Finance, Economics, Business/Commerce or a related discipline

  • 3 years of relevant work experience in private equity, investment banking, management consulting, transaction services or other related professions

  • Advanced knowledge of financial, valuation, accounting and economic concepts

  • Familiarity with debt financing products, including corporate, project and structured finance

  • Demonstrated interest in investing and analyzing businesses in various industries

  • Strong financial modelling skills

  • Strong research, analytical, quantitative and problem-solving abilities

  • Exceptional attention to detail and accuracy

  • Excellent written, interpersonal and communication skills

  • Proven track record of outstanding academic achievement and performance

  • Entrepreneurial mindset combined with desire to be successful in a team culture

  • Positive attitude and strong work ethic

How to Apply

Forum is looking for someone who can jump right in and join our growing team. Please send your resume and cover letter to Linda Nugent at Peloton Search Partners,

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