Associate, Private Equity Business Development, Energy

Job Description:

Position Overview

Capstone is seeking a motivated Private Equity Business Development 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 direct interaction with private equity professionals and 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 a 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 business development strategies and ideas

Key Responsibilities

Administrative & Operational Excellence:

• Master Salesforce, PitchBook, MergerMarket, and other relevant platforms

• Maintain accurate client call and meeting logging and CRM management

• Update client profiles on a regular basis

• Manage performance tracking sheets and pipeline updates

• Handle event RSVPs and client registrations

• Process legal documents (NDAs, joinders, non-reliance letters)

• Manage invoice processing and collection

Operational Efficiency & Support

Salesforce Administration & Data Hygiene:

• Log all client calls and meetings and maintain data accuracy

• Assist in creating and maintaining 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:

• Run the preparation process for client meetings and engagements

• Maintain marketing presentations, ensuring accuracy through 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 

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) 

• Schedule and coordinate client meetings and introductions 

• Maintain relationships with Tier 1, 2, and 3 clients 

• Business Development & Market Research 

• Identify and profile new PE firms and prospects and conducted targeted outreach to perspective clients 

• Conduct market mapping and track deal flow 

• Research and maintain a database on portfolio companies, investment activity, fundraising, and M&A activity 

• Build comprehensive client maps including AUM, dry powder, and deal preferences 

Knowledge Development

• Stay current on industry research publications 

• Attend relevant professional 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 PitchBook and financial databases 

• Strong Excel and PowerPoint skills 

• Understanding of private equity transaction processes 

Core Competencies:

• Excellent written and verbal communication skills 

• Strong organizational and time management abilities 

• Detail-oriented with high accuracy standards 

• Ability to build and maintain professional relationships 

• Proactive and self-motivated work style 

• Analytical thinking and problem-solving skills 

• Process improvement mindset with ability to identify efficiency opportunities 

• Strong follow-through and ability to manage multiple concurrent projects 

• Experience with database management and data hygiene best practices 

Industry Knowledge:

• Understanding of private equity and M&A processes 

• Knowledge of financial markets and investment terminology 

Application Process:

Interested candidates should submit a resume and cover letter demonstrating relevant experience in business development, client relationship management, or financial services. Experience in private equity or investment banking is preferred but not required. 

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.