LLR Partners

Senior Associate, Investment Team

Philadelphia, Pennsylvania · Senior

Sponsorship not specifiedDetected 16 days ago

Business DevelopmentFinancial ModelingAccountingValuationResearchCommunication

About the role

The role offers significant exposure to senior investment professionals, management teams, intermediaries, and portfolio company leaders, with increasing responsibility for shaping investment theses and driving workstreams.
The right candidate brings a strong foundation in investment banking and private equity, with experience evaluating healthcare, software, technology, and/or lower middle market businesses.
They are analytical, commercially minded, and able to turn complex information into clear investment insight.

This individual would be a core member of LLR's deal team where they would be involved across the full investment lifecycle, from market mapping and thesis development to diligence, transaction execution, and portfolio company support.
Develop research-driven investment theses by identifying attractive markets, mapping competitive landscapes, assessing market structure, and forming a view on where LLR can create differentiated value.
Support and increasingly lead diligence workstreams, including internal analyses, third-party diligence coordination, data room review, diligence trackers, and summaries of key findings.
Build relationships with prospective and portfolio company management teams and help position LLR as a thoughtful, value-added partner to growing software businesses.
Partner with portfolio companies and LLR's Value Creation Team on selected strategic initiatives, including add-on acquisition evaluation, market research, KPI analysis, board materials, and growth-oriented projects.
Create clear and persuasive investment materials, including investment committee memos, market maps, company profiles, diligence summaries, and internal discussion materials.

4-7 years of relevant investment experience, ideally including 2-3 years of investment banking experience followed by 2-3 years of private equity experience.

Experience with lower middle market companies strongly preferred.
Strong financial modeling, valuation, and analytical skills, with the ability to translate quantitative work into investment insight.
Strong interpersonal skills and credibility with management teams, bankers, advisors, and internal stakeholders.
A high degree of ownership, intellectual curiosity, and comfort taking on meaningful responsibility.
Undergraduate degree with strong academic achievement.
Philadelphia-based or willing to be based in Philadelphia.

Evaluate new investment opportunities across SaaS / Healthcare markets, including platform investments, add-ons, growth equity investments, recapitalizations, and buyouts.
Contribute to sourcing and origination through thematic outreach, banker coverage, company research, conference preparation, and proactive identification of attractive investment opportunities.
Direct experience evaluating, conducting diligence, and executing investments in healthcare, software, technology, B2B SaaS, or tech-enabled services.
This role is a meaningful opportunity for an investment professional to help identify, evaluate, execute, and support investments in growing software, technology, and healthcare businesses across the lower middle market.

This listing is sourced directly from LLR Partners's careers page and normalized into a canonical job model.