Private Equity Investment Associate

Atlantic Group; Pennsylvania; On-site; USD 120,000 - 140,000; Full time

Job summary

A recruitment agency is looking for a Private Equity Investment Associate in Chester County, PA. This role involves supporting deal execution, conducting financial analyses, and engaging in investment research. Candidates should have a Bachelor's degree and a minimum of 2 years in investment banking or private equity. Strong analytical and financial modeling skills are essential. This position offers hybrid work and a competitive salary between $120,000 and $140,000 plus bonuses.

Qualifications

• Minimum 2 years of experience in investment banking, private equity, or consulting with M&A exposure.
• Experience with transaction evaluation preferred, ideally within service-based sectors.

Responsibilities

• Support transaction processes including diligence, analysis, and coordination with stakeholders.
• Build and maintain financial models to evaluate investment opportunities.
• Conduct company and industry research to support investment decisions.
• Review financial, operational, and market data during transaction processes.
• Track performance and support analysis of portfolio companies.
• Prepare investment materials and internal presentations.

Skills

Analytical skills

Communication skills

Interpersonal skills

Advanced Excel

Financial modeling

Education

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

Job description

Job Overview – Private Equity Investment Associate

Compensation: $120,000 – $140,000/year + bonus

Location: Chester County, PA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Private Equity Investment Associate in Chester County, PA for our client, supporting deal execution, financial modeling, and investment analysis within a growing private equity platform. This role offers strong transaction exposure across sectors such as healthcare and professional services, with the opportunity to work closely with senior investment professionals. The position provides hands‑on experience in a collaborative and fast‑paced environment.

Responsibilities

• Deal Execution: Support transaction processes including diligence, analysis, and coordination with stakeholders.
• Financial Modeling: Build and maintain financial models to evaluate investment opportunities.
• Investment Analysis: Conduct company and industry research to support investment decisions.
• Due Diligence: Review financial, operational, and market data during transaction processes.
• Portfolio Monitoring: Track performance and support analysis of portfolio companies.
• Presentation Development: Prepare investment materials and internal presentations.

Qualifications

• Education: Bachelor’s degree in Accounting, Finance, or a related field is required.
• Experience: Minimum 2 years of experience in investment banking, private equity, or consulting with M&A exposure.
• Industry Knowledge: Experience with transaction evaluation preferred, ideally within service‑based sectors.
• Technical Skills: Advanced Excel and financial modeling skills required.
• Skills & Attributes: Strong analytical, communication, and interpersonal skills in a team‑oriented environment.

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.