Hybrid Private Equity Associate: Sourcing, Modeling & Growth

Atlantic Group; Pennsylvania; On-site; USD 130,000 - 150,000; Full time

Job summary

A leading recruitment agency is hiring a Private Equity Associate in Montgomery County, PA (Hybrid). This role involves supporting the investment lifecycle, including sourcing and underwriting. Ideal candidates will have at least 3 years of relevant experience, a Bachelor's degree, and advanced Excel skills. This is an excellent opportunity to join a dynamic investment team.

Qualifications

• 3+ years in private equity, growth equity, or investment banking.
• Proven experience in deal execution and financial modeling.
• Advanced proficiency in financial modeling, valuation, and analytical capabilities.

Responsibilities

• Support deal sourcing, due diligence, valuation, and transaction structuring.
• Build and maintain financial models to evaluate investments.
• Conduct market research and competitive analysis.
• Collaborate with portfolio company leaders to monitor performance.
• Prepare investment memos, valuation analyses, and updates.

Skills

Analytical skills

Detail-oriented

Strong communication skills

Proactive approach

Collaborative approach

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Job Overview – Private Equity Associate
Compensation: $130,000 – $150,000/year + bonus
Location: Montgomery County, PA
Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Private Equity Associate for our client in Montgomery County, PA. In this hybrid role, you will evaluate acquisition opportunities, conduct financial modeling and due diligence, and prepare materials for Investment Committee review. You’ll collaborate with C-level executives of portfolio companies, assist with market research and valuations, and support LP communications. Ideal for professionals with private equity or investment banking experience who thrive in high-growth environments.

Responsibilities as the Private Equity Associate:

• Transaction Execution:Assist in sourcing, evaluating, and executing investment opportunities across multiple industries and business models.
• Financial Modeling & Due Diligence:Build detailed financial models and perform in-depth diligence to support investment decisions.
• Investment Committee Support:Prepare investment memorandums and present analyses and recommendations to the Investment Committee.
• Portfolio Management:Work with C-level management teams to monitor portfolio company performance and support value creation initiatives.
• Market Research & Support:Conduct industry and competitive research, support valuation and LP communications, and assist with team mentoring and ad-hoc projects.

Qualifications for the Private Equity Associate:

• Education:Bachelor’s degree in Finance, Economics, Accounting, or a related field required.
• Technical Skills:Advanced financial modeling and analytical skills with strong Excel, PowerPoint, and finance/accounting knowledge.
• Skills & Attributes:Exceptional problem-solving and communication skills, strong attention to detail, and a proactive, team-oriented approach in high-pressure environments.

Application Notice:Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria,Atlantic Groupwill keep your resume on file for future opportunities and may contact you for further discussion.