Private Equity Associate

First Roles; Criders Corners (PA); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Bonus

Benefits

Job summary

Atlantic Group is seeking a Private Equity Associate for our client in Montgomery County, PA. This hybrid role involves evaluating acquisition opportunities, building financial models, performing due diligence, and preparing Investment Committee materials.

You will collaborate with portfolio company C-level executives and assist with market research and LP communications. The ideal candidate has private equity or investment banking experience and thrives in high-growth environments.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting required.
• Advanced financial modeling and analytical skills with strong Excel and PowerPoint.
• Excellent problem-solving and communication abilities under pressure.

Responsibilities

• Transaction Execution: source, evaluate, and execute investment opportunities.
• Financial Modeling & Due Diligence: build detailed models and perform thorough diligence.
• Investment Committee Support: prepare memorandums and analyses for IC review.
• Portfolio Management: monitor portfolio company performance with C-level teams.
• Market Research & LP communications: conduct industry research and assist with communications.

Skills

Financial modeling

Due diligence

Communication

Education

Bachelor's degree in Finance, Economics, Accounting

Tools

Excel

PowerPoint

Job description

Job Overview – Private Equity Associate

Compensation: $130,000 – $150,000/year + bonus + benefits

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.