Private Equity Associate (Healthcare)

Atlantic Group; Pennsylvania; On-site; USD 80,000 - 110,000; Full time

Job summary

Atlantic Group is seeking a Private Equity Associate (Healthcare) in Montgomery County, PA. This role involves supporting healthcare-focused investment sourcing, transaction execution, and financial modeling. Candidates should have private equity or investment banking experience and strong analytical abilities.

The successful applicant will engage in evaluating investment opportunities, assisting with portfolio management, and conducting market research to support strategic decisions.

Qualifications

• Bachelor's degree required in a relevant field.
• Healthcare industry exposure needed.
• Advanced proficiency in financial modeling and analysis is essential.

Responsibilities

• Evaluate healthcare investment opportunities through financial analysis.
• Build and maintain complex operating models and transaction materials.
• Support acquisitions and due diligence processes.
• Assist with portfolio company monitoring and performance analysis.
• Prepare investment memoranda and investor communications.
• Conduct healthcare industry research for strategic decision-making.

Skills

Financial modeling

Analytical skills

Communication skills

Presentation skills

Education

Bachelor’s degree in Finance, Accounting, Economics, Business

Tools

Microsoft Excel

PowerPoint

Job description

Job Overview – Private Equity Associate (Healthcare)

Atlantic Group is hiring a Private Equity Associate (Healthcare) in Montgomery County, PA for our client, supporting healthcare-focused investment sourcing, transaction execution, financial modeling, due diligence, and portfolio management activities. This role offers exposure across the full investment lifecycle, including evaluating new investment opportunities, supporting acquisitions, monitoring portfolio companies, and contributing to value creation initiatives. The ideal candidate will bring private equity, investment banking, or transaction advisory experience with healthcare industry exposure and strong analytical capabilities.

Responsibilities as the Private Equity Associate (Healthcare):

• Investment Analysis: Evaluate healthcare investment opportunities through financial analysis, valuation assessments, market research, and operational due diligence.


• Financial Modeling: Build and maintain complex operating models, returns analyses, valuation models, and transaction underwriting materials.


• Transaction Execution: Support acquisitions, due diligence processes, investment committee materials, and transaction execution activities.


• Portfolio Management: Assist with portfolio company monitoring, performance analysis, strategic initiatives, and interactions with executive management teams.


• Investment Reporting: Prepare investment memoranda, valuation analyses, investor communications, and presentation materials for internal and external stakeholders.


• Market Research: Conduct healthcare industry research, competitive analysis, and market assessments to identify investment opportunities and support strategic decision-making.

Qualifications for the Private Equity Associate (Healthcare):

• Education: Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is required.


• Industry Knowledge: Healthcare industry exposure is required, including experience evaluating healthcare services, healthcare technology, provider organizations, life sciences, or related healthcare sectors.


• Technical Skills: Advanced proficiency in financial modeling, valuation analysis, Microsoft Excel, PowerPoint, and investment presentation development is required.


• Skills & Attributes: Strong analytical, communication, presentation, and problem-solving skills with exceptional attention to detail, intellectual curiosity, and the ability to thrive in a collaborative, fast-paced investment environment are required.

Application Notice:

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