Private Equity Investment Associate Role – Summer 2027 Start

Based in Charlotte, NC, Mosaic CapitalPartners, LLC (“Mosaic”) is a private equity firm focused on bringing broad based employee ownership to lower middle market businesses through change-of-control transactions.  Mosaic invests in companies with EBITDA of $3 - $15 million across the core sectors of business services, niche manufacturing, and consumer.  Mosaic manages over $370M of AUM and has supported over 4,000 employee owners in building substantial long-term wealth.   

Investment Associate Position Summary

We are seeking a highly motivated and analytical Associate to join our investment team starting in Summer 2027. The Associate will play a critical role in evaluating investment opportunities, executing transactions, and supporting portfolio company initiatives. This position is ideal for candidates with 2-4 years of investment banking experience who are looking to transition into private equity. 

Responsibilities

• Evaluate potential investment opportunities through financial analysis, market research, and due diligence
• Build and maintain detailed LBO financial models
• Prepare investment memoranda, presentations, and materials for internal and external stakeholders
• Assist in transaction execution, including coordination with advisors, legal counsel and management teams
• Conduct industry and competitive analyses to support investment theses
• Support portfolio company initiatives, including strategic planning, performance tracking, and add-on acquisitions
• Monitor existing investments and prepare regular performance reports

Desired Skills and Experience

Minimum Qualifications

• Bachelor’s degree from a top-tier university with strong academic performance
• 2-4 years of experience in investment banking, preferably M&A, leveraged finance, or industry coverage groups
• Strong financial modeling and valuation skills
• Excellent analytical, quantitative, and problem-solving abilities 
• High attention to detail and strong organization skills
• Ability to manage multiple projects in a fast-paced environment
• Strong written and verbal communication skills
• Demonstrated interest in private equity and investing

What We Offer

• Competitive base salary, performance-based bonus and benefit package
• Significant exposure to senior investment professionals and portfolio company leadership
• Hands-on deal experience and accelerated professional development
• Collaborative, entrepreneurial team culture

Location & Travel

• In office role based in Charlotte, NC. Regular travel is expected. 

  Mosaic is an equal opportunity employer and is committed to building a diverse and inclusive workplace.

Summer 2027 start date.