Private Equity Analyst - In Semester
Montrose Legacy Partners - Remote (United States)
Structured apprenticeship with direct mentorship
Montrose Legacy Partners is a private investment firm founded to identify, acquire, and operate high-quality businesses in the New York or South Florida region. Backed by institutional-grade investors and high net worth individuals, we target companies with $5M to $35M in enterprise value.
We are selecting 1-3 ambitious undergraduates to join our Investment Team for the upcoming semester. This is a structured apprenticeship designed to bridge academic theory and the practical realities of M&A.
Why This Role?
- Pipeline to Wall Street: prepare for Junior Summer Analyst recruiting with sourcing, modeling, and diligence.
- Potential for advancement: high performers considered for a Summer 2026 Private Equity Analyst offer.
- Direct mentorship: weekly 1-on-1 sessions with the Managing Partner covering work product and interview prep.
Educational Curriculum
- Deal sourcing and origination: map fragmented industries and initiate proprietary deal flow.
- Investment analysis: review CIMs, analyze P&L and cash flow statements, and build investment theses.
- Live deal exposure: shadow calls with business brokers, investment bankers, and business owners.
- Financial modeling: exposure to LBO models and back-of-the-envelope returns analysis.
Core Responsibilities
- Execute a capstone sourcing project in a specific vertical and build a proprietary target database.
- Draft outreach campaigns to business owners and manage initial correspondence.
- Screen inbound teasers against investment criteria including margins, recurring revenue, and capex needs.
- Assist in preparing indications of interest (IOIs) and letters of intent (LOIs).
Qualifications
- Currently enrolled undergraduate student (finance, economics, or accounting preferred).
- Strong interest in investment banking, private equity, or entrepreneurship.
- Self-starter with grit and comfort working independently.
- Strong written communication skills.
- Familiarity with Excel shortcuts and pivot tables is a plus.
Compensation and Structure
- Academic credit supported; we will complete all required forms.
- Performance bonuses: $250 milestone bonus for a signed LOI from your lead.
- $5,000 closing bonus if a lead you originate results in a closed acquisition.
- This is an unpaid, educational internship.
Commitment
- 10-20 hours per week, flexible around exams and coursework.
- Remote for the duration of the semester.
- Applications are reviewed on a rolling basis.
Apply in a few minutes.
Submit your resume, LinkedIn profile, and a brief cover note. We review applications on a rolling basis and will follow up by email.
- Resume (PDF or DOCX)
- LinkedIn profile URL
Cover note prompt
Why are you interested in Lower Middle Market Private Equity? (Max 200 words)