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Private Equity Associate Jobs in Springfield, MA

NFP Corp

Client Service Associate

Windsor, CT · On-site

$14.50 - $20/hr

Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements ... by an associate to successfully perform the essential functions of this job: * Must be able to ...

NFP Corp

Client Service Associate

Windsor, CT · On-site

$14.50 - $20/hr

Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements ... by an associate to successfully perform the essential functions of this job: * Must be able to ...

AON PLC

Client Service Associate

Windsor, CT · On-site

$65 - $90/hr

Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements ... by an associate to successfully perform the essential functions of this job: * Must be able to ...

Aon

Client Service Associate

Windsor, CT · On-site

$14.50 - $20/hr

Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements ... by an associate to successfully perform the essential functions of this job: * Must be able to ...

RSM

Assurance Sr. Manager - PE Funds

Hartford, CT · On-site

RSM is looking for a Assurance Sr. Manager to join our Private Equity practice. This practice is ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

RSM

Assurance Supervisor - PE Funds

Hartford, CT · On-site

$147K/yr

RSM is looking for an Assurance Supervisor to join our Private Equity practice. This practice is ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

Planet Fitness

Fitness Trainer

Bloomfield, CT · On-site

$17.44 - $18.94/hr

Planet Fitness, a private equity backed fitness retailer, is seeking candidates for the role of a ... A High School Diploma Or Equivalent required, Associates degree preferred * Six months face to face ...

micro1 AI

Transaction Attorney

Hartford, CT · Remote

$90 - $130/hr

Experience working with private equity firms. Why Join: * This is an opportunity to work at the intersection of law and technology. * You will help define how AI is developed for a new generation of ...

micro1 AI

Transaction Attorney

Springfield, MA · Remote

$90 - $130/hr

Experience working with private equity firms. Why Join: * This is an opportunity to work at the intersection of law and technology. * You will help define how AI is developed for a new generation of ...

DXL Group

Retail Sales Associate, Key Holder

Manchester, CT · On-site

$15.25 - $17.25/hr

... including private labels, name brands, and tailored clothing Assist with building a superior ... DXL is committed to Diversity, Equity, and Belonging. We provide equal employment opportunities to ...

Aerotek

Onboarding Associate

West Springfield, MA · On-site

$20.19/hr

We are a privately held organization with over 200+ offices nationwide. We work with 95% of Fortune ... equity, and other pertinent job-related factors Employment Type: OTHER

DXL Group

Retail Sales Associate, Key Holder

Holyoke, MA · On-site

$19.65/hr

... private labels, name brands, and tailored clothing * Assist with building a superior customer ... DXL is committed to Diversity, Equity, and Belonging. We provide equal employment opportunities to ...

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All JobsPrivate Equity Associate JobsPrivate Equity Associate Jobs in Springfield, MA

Private Equity Associate information

See Springfield, MA salary details

$46.8K

$99.8K

$142.5K

How much do private equity associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for private equity associate in Springfield, MA is $99,830.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,800.00 and $119,600.00 per year, depending on experience, location, and employer.

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 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.

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 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 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.

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The most popular types of Private Equity jobs in Springfield, MA are:

What job categories do people searching Private Equity Associate jobs in Springfield, MA look for?

The top searched job categories for Private Equity Associate jobs in Springfield, MA are:

What cities near Springfield, MA are hiring for Private Equity Associate jobs?

Cities near Springfield, MA with the most Private Equity Associate job openings:

Private Equity Associate jobs near you
Infographic showing various Private Equity Associate job openings in Springfield, MA as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $99,830 per year, or $48 per hour.

Client Service Associate

NFP Corp

Windsor, CT • On-site

$14.50 - $20/hr

Full-time

Retirement, PTO

Posted 11 days ago

Job description

Posting Description
Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com and www.fiducientadvisors.com.
The Client Service Associate role is a valuable part of the overall level of service and communication provided to clients, Consultants, custodian firms and money managers, working on the clients' behalf to help them achieve their investment goals, no matter how big or small. The position assumes responsibility for supporting the firm's Institutional Investment Consultants in the areas of account administration, client servicing, trading, and consulting projects.
Responsibilities:
  • Act as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, etc.
  • Assist clients or Consultants with processing and facilitating money movements, including wires, electronic funds transfers, journals, DTC (Depository Transfer Check) of securities, ACAT (Automated Customer Account Transfer) and non-ACAT transfers in a timely manner while abiding by the Company's Compliance policies
  • Draft investment trade paperwork on behalf of clients as it relates to Mutual Funds, Alternative Assets, Separately Managed Accounts, etc. in accordance with the Company's Compliance policies
  • Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements in accordance with the Company's Compliance policies
  • Uphold superior client service standards by providing timely follow-up, proactive communication and by being a knowledgeable resource for clients and colleagues
  • Conducting outreach to build and maintain strong relationships with our client-base and identify firm services and solutions, such as digital, online access and cash management offerings, that support our clients' needs
  • Sustain effective communication with firm colleagues from other departments by maintaining and updating client records and activities in the CRM, shared folders and process workflows
  • Collaborate with peers on accomplishing operational and administrative duties; running reports, responding to general client requests, etc.
  • Support Institutional Consultants with daily business practices including portfolio administration, client audit requests, telephone coverage, coordination of client meetings and special projects
  • Apply knowledge and use cases of AI tools to support business objectives and streamline operations.

Required Education, Professional & Technical Experience
  • Bachelor's Degree or relevant work experience
  • 1-3 Years in Investment Consulting or Financial Industry Experience
  • Proficiency in Microsoft Suite
  • Broad investment knowledge including experience with mutual funds, investment managers, 401(k) and/or Defined Benefit Plan administrative procedures preferred
  • Basic understanding of cash flow objectives
  • Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus

Essential Traits
  • Thoughtful ability to establish rapport and build relationships.
  • Exceptional communication in a public setting with notable writing and presentation skills.
  • Adaptability when priorities shift and able to work independently.
  • Sound judgment and problem-solving skills.
  • Innovative, curious, and enthusiastic.
  • Detail-oriented with a high level of accuracy and organization.
  • Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
  • Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements
  • This role may travel up to 5% of the time for training and or business/events.
  • This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations
The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:
  • Must be able to remain in a stationary position for up to 8 hours.
  • Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
  • The person in this position may at times need to move throughout the building to access different areas.
  • Ability to move equipment weighing up to 25 pounds.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.
The base salary range for this position is $65,000-$90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Paid Time Off
  • Generous PTO with optional rollover
  • Personal/Sick Time
  • 10 Holidays with additional half days off for specific holidays throughout the year
  • Summer Perks
  • Bereavement Time -inclusive time off for a loved one, unborn child, or pet.
  • Employer Paid Parental, Personal and Family leaves.
  • Professional Development Day for eligible exams

Work Life Convenience Benefits
  • Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
  • KindBody - Family & Fertility Assistance
  • Wellness Reimbursement Program
  • Professional Development Designation reimbursement
  • Employee Referral Program
  • Employee Resource Groups, Mentorship Program & New Hire Cohort
  • 401K Plan with company match
  • Cell Phone Reimbursement Program

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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