Private Equity Business Development, Associate

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