Job Description

Lateral is looking for individuals to join its 2026 Senior Associate class within the investment team in

Burlingame, California. Senior Associates play a central role in sourcing, diligence & transaction

execution, and portfolio support in a lean, high-impact environment. Senior Associates lead

workstreams, manage junior team members, coordinate with the senior investment team and engage

directly with founders, management teams, and advisors. The ideal candidate brings a proven track

record of high-quality execution at a top-tier investment banking or private equity firm, exceptional

analytical and modeling skills, and thrives in a setting where agency, drive, and ownership are rewarded.

Key Responsibilities

• Lead the diligence and execution process: manage timelines, coordinate external advisors, build

and review detailed financial models and valuations, and drive high-quality deliverables

• Develop and own sourcing pipelines and thematic investment opportunities: partner with senior

team members to craft proprietary sub-sector theses, identify and engage founders and

executives, and maintain momentum in the deal funnel

• Prepare and present investment committee materials: synthesize complex analyses into clear,

data-driven memoranda and presentations, support senior decision-making, and participate in the

internal approval process

• Structure transactions and support closing and post-close integration efforts: collaborate on deal

terms, support negotiations, and work with portfolio company management teams on value-

creation initiatives, organic growth projects, and add-on M&A

• Monitor portfolio company performance: work with management teams to track key metrics,

lead strategic and operational initiatives, analyze growth levers and risk exposures, and support

execution of business plans

Qualifications

• 3-5+ years of relevant professional experience at top firms within investment banking or private

equity, including at least one year of relevant investment experience

• Demonstrated project management capabilities with the ability to manage multiple workstreams,

coordinate stakeholders, and meet tight deadlines

• Exceptional financial modeling, analytical, and critical thinking skills; comfortable handling

complex data and developing actionable insights

• Excellent written and verbal communication skills with the ability to engage credibly with

founders, executives, and senior investment professionals

• Collaborative mindset with humility, integrity, and a strong work ethic

400 S El Camino Real, Suite 1100 | San Mateo, CA 94402 | Phone: 650-396-2200 | www.lateralim.com• Undergraduate degree and/or MBA from a leading academic institution

If you are interested, please submit a cover letter and resume to recruit@lateralim.com

About Lateral Investment Management, LLC

Headquartered in San Mateo, California, Lateral is a growth-oriented private equity firm that invests in

bootstrapped, founder-led technology and technology-enabled services businesses. The firm focuses on

profitable, U.S. middle market companies with no prior institutional financing and makes $15 million to

$75 million investments to accelerate their growth. By pursuing sub-sector focused proprietary deal

origination, founder-aligned partnerships, and a systematic and proactive approach to value creation,

Lateral helps to transform its portfolio companies into category leaders. For more information,

visit: https://lateralim.com/