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Private Equity Associate Jobs in Appleton, WI (NOW HIRING)

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Private Equity Associate information

See Appleton, WI salary details

$44.7K

$95.3K

$136.1K

How much do private equity associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for private equity associate in Appleton, WI is $95,341.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,700.00 and $114,200.00 per year, depending on experience, location, and employer.

What is the difference between Private Equity Associate vs Investment Banking Analyst?

AspectPrivate Equity AssociateInvestment Banking Analyst
Required CredentialsBachelor's degree, MBA often preferred, finance or related fieldBachelor's degree, finance or related field, MBA less common
Work EnvironmentLong-term portfolio management, deal execution, due diligenceHigh-pressure deal execution, financial modeling, client presentations
Employer & Industry UsagePrivate equity firms, buyout fundsInvestment banks, M&A advisory

Private Equity Associates focus on managing investments, performing due diligence, and supporting portfolio companies, often working on deals from start to finish. Investment Banking Analysts primarily conduct financial analysis, prepare pitch books, and support deal origination. While both roles require strong financial skills and similar educational backgrounds, their daily tasks and work environments differ significantly, reflecting their distinct roles in the investment process.

What does a private equity associate do?

A Private Equity Associate is responsible for supporting the investment process at a private equity firm, which includes sourcing potential deals, conducting due diligence, building financial models, and preparing investment memos. They work closely with senior team members to evaluate acquisition opportunities and help manage portfolio companies after investments are made. Associates also play a key role in analyzing market trends and industry data to inform investment decisions. The role requires strong analytical skills, financial acumen, and the ability to communicate findings effectively.

What are some common challenges faced by private equity associates during the deal process?

Private Equity Associates often encounter challenges such as managing tight deadlines, coordinating due diligence across multiple stakeholders, and analyzing large amounts of complex financial data. Balancing multiple deals at different stages can require strong time management and organizational skills. Additionally, Associates must communicate effectively with internal teams, portfolio company management, and external advisors to ensure a smooth transaction process. Overcoming these challenges helps Associates develop a broad skill set and prepares them for advancement within the industry.

What are the key skills and qualifications needed to thrive as a private equity associate, and why are they important?

To thrive as a Private Equity Associate, you need strong financial modeling, analytical skills, and a background in finance, investment banking, or consulting, often supported by a relevant degree. Proficiency in Excel, PowerPoint, financial databases like Bloomberg, and sometimes CFA or MBA credentials are highly valued. Exceptional communication, attention to detail, and teamwork abilities are crucial soft skills for managing deals and relationships. These skills ensure effective due diligence, sound investment decisions, and successful collaboration in a fast-paced, high-stakes environment.

What does a private equity associate do?

A private equity associate works in investment banking to locate potential investors, support acquired investments, and perform due diligence with existing customers. Your responsibilities in this career may involve helping the firm raise their price-earnings (PE) ratio and meet financial performance objectives, working with investors to close a deal, overseeing a mutual fund or other investment product, or attending to analyst duties. Other duties include answering potential investor’s questions, networking with potential investors and other private equity associates, performing market research to find new opportunities for investing, and participating in industry conferences, trade events, and other related events.

More about Private Equity Associate jobs
What are the most commonly searched types of Private Equity jobs in Appleton, WI? The most popular types of Private Equity jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Private Equity Associate jobs? Cities near Appleton, WI with the most Private Equity Associate job openings:
Private Equity Associate jobs near you
Infographic showing various Private Equity Associate job openings in Appleton, WI as of June 2026, with employment types broken down into 90% Full Time, 7% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $97,749 per year, or $47 per hour.

Member Contact Lending Specialist

Community First Credit Union

Neenah, WI • On-site

$17 - $21.25/hr

Other

Retirement, PTO

Re-posted 20 days ago

Job description

Member Contact Lending Specialist

As a Member Contact Lending Specialist, you will work closely with our members to uncover their financial needs and offer exceptional consumer loan products. Do you have a passion for service? A love of lending? Want the opportunity to "find a way" for those you serve? Community First believes in the value of personal relationships with our members. Turn strong phone and web traffic into conversations that can be life-changing for our members in this critical role.

As a Member Contact Lending Specialist with Community First Credit Union, you will:

  • Deliver exceptional, "WOW" service - every day, every time
  • Interact with members over the telephone to uncover financial needs and provide appropriate solutions utilizing products and services available within the credit union
  • Be key in telling the member's story and working with the underwriting team to identify the best possible solutions for our members, including Home Equity, HELOC, balloon, vehicle, and a wide variety of other consumer loan products
  • Determine the best avenue for loan disbursement to ensure convenience for the member and in support of branch appointment guidelines and contact center goals
  • Customize protection solutions for all applicable lending products to include, but not limited to, payment protection, guarantee asset protection, and warranty
  • Address member questions or concerns pertaining to their accounts, mortgage loans, commercial loans, credit cards, and other products or services offered by the credit union
  • Recognize opportunities to cross-sell all credit union products and referral services to increase services per household and deepen member relationships

We are open in the Member Contact Center from 7 a.m. to 6 p.m. Monday through Friday, and on Saturdays from 7 a.m. to 1 p.m. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.

We are looking for a combination of:

  • Associate's Degree in a banking, finance, business, or related field
  • Two years' relevant experience, including prior lending and financial services experience
  • Exceptional verbal and written communication skills; strong time management and organizational skills
  • Familiarity with Microsoft office suite and web-based software packages
  • The ability to work hard, find solutions, and have fun
  • Passion for providing outstanding service to our members – internal and external

We also offer:

  • Comprehensive benefits package
  • Amazing Pension program (only 8% of private employers continue to offer!)
  • Competitive compensation
  • Generous paid time off
  • Day time hours
  • A commitment to work/life balance and community service

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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