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Private Equity Associate at Moonlight Staffing LLC. The Private Equity Associate serves as the analytical and operational engine behind a high-growth CEO’s personal wealth strategy and investment platform. This role blends private equity, small business acquisition, real-estate underwriting, financial operations, and tax-aware strategic planning. The Associate will evaluate deals, manage diligence, build financial models, monitor multi-entity performance, and help structure a cohesive, scalable investment system for the CEO’s growing portfolio. This is a high-trust, high-responsibility role for a sharp, resourceful operator who can bring clarity, analytical depth, and financial rigor to a fast-moving entrepreneurial environment.. You will work directly with our CEO to:. Grow her personal wealth at a compounding rate. Build a durable portfolio of small business acquisitions. Expand real estate investments across multiple markets. Ensure financial clarity across all companies. Support tax optimization, entity structuring, and long-term financial planning. Build a private investment system that scales beyond Bree’s time and attention. Key Responsibilities. Wealth Management and Personal CFO Support. Maintain a comprehensive net-worth and liquidity dashboard that consolidates all personal and investment assets, liabilities, cash positions, and upcoming obligations.. Monitor cash flow across entities and personal accounts, forecast future needs, and identify opportunities to optimize liquidity, savings, and capital deployment.. Track performance of existing investments, identifying trends, risks, and opportunities to rebalance or improve returns.. Coordinate with external advisors (tax, legal, wealth advisors, lenders, accountants) to gather inputs, prepare documentation, and ensure alignment with overarching wealth strategy.. Prepare monthly personal financial summaries synthesizing progress toward wealth goals, investment performance, cash positions, and upcoming strategic decisions.. Conduct cash-flow planning for the CEO’s personal finances. Provide financial clarity to support major life and business actions. Deal Sourcing, Diligence & Transaction Execution. Build and manage a continuous pipeline of acquisition opportunities across industries. Conduct initial screening for size, margins, customer concentration, owner-dependence, and operational complexity. Develop investment memos summarizing thesis, risks, and recommendations. Build relationships with brokers, bankers, advisers, and small-business seller networks. Lead diligence workstreams (financial, operational, tax, legal). Build and manage data rooms. Ensure documentation alignment across lenders, attorneys, sellers, and internal stakeholders. Support deal structuring for tax efficiency and long-term asset protection. Financial Modeling & Underwriting. Construct detailed financial models, including LBOs, working-capital analyses, debt-service structures, and sensitivity cases. Assess capital stack options (SBA, seller financing, earnouts, rollover equity, etc.). Evaluate post-close cash-flow sufficiency and risk exposure. Real Estate Investment Analysis. Underwrite multifamily, senior living, and other real estate investment opportunities. Build pro formas, rent rolls, expense assumptions, and acquisition/development budgets. Conduct partner vetting and market analysis. Support both acquisition and asset-management workflows. Financial Reporting Across Multiple Entities. Create and maintain a unified financial dashboard that aggregates:. Business performance. Real estate holdings. Cash positions. Debt obligations. Equity growth. Produce monthly investment and performance reports. Coordinate reporting across several operating companies and personal investments. Post-Close Value Creation. Develop 100-day plans for new acquisitions. Support KPI development, integration, financial tracking, and operational improvement. Monitor performance against underwriting and flag variances early. Work with support team to properly staff and manage acquisitions. Tax Strategy & Entity Structure Support (in collaboration with external advisors). Assist with tax-planning conversations across multiple entities. Review and help implement strategies related to depreciation, trust structures, loss-harvesting, QSBS, Augusta rule, and more. Support recommendations to optimize entity structure, liability protection, and cash-flow efficiency. 4–8 years of experience in private equity, investment banking, corporate development, transaction services, management consulting, and/or a comparable analytical/finance-intensive role.. Exceptional financial modeling capability, including LBOs, sensitivity analyses, working-capital forecasting, debt-service modeling, and multi-scenario planning; able to build from scratch without templates.. Experience supporting or leading transaction processes, including sourcing, deal screening, due diligence, data-room organization, materials preparation, and cross-party coordination.. Exposure to real estate underwriting including multifamily, mixed-use, or operating-business real estate. Advanced Excel skills and comfort with financial automation tools, dashboards, and reporting systems; strong analytical intuition and numerical accuracy.. Superb written communication, especially the ability to synthesize complex analysis into clear, concise, decision-ready memos, models, and summaries.. High degree of discretion and professional integrity, with the ability to manage confidential financial information across multiple entities and stakeholders. Proven ability to operate in fast-moving, high-ambiguity environments, exercising sound judgment, proactive problem-solving, and independent decision-making.. Strong organizational and project-management skills, with the ability to manage multiple workstreams, prioritize effectively, and meet tight deadlines.. Comfort engaging with external stakeholders, including lenders, investors, attorneys, accountants, sellers, and advisors, with professionalism and clarity.. Curiosity and a builder’s mindset—someone who improves systems, templates, models, and processes rather than simply using what exists.. Entrepreneurial orientation, with a desire to contribute to an expanding investment platform and a long-term vision for wealth creation.. Company Location: India.