Senior Associate / VP - Job #1997

Pinnacle Group; Philadelphia (Philadelphia County); On-site; USD 120,000 - 210,000; Full time

Job summary

Pinnacle Group, a lower middle market private equity firm in Philadelphia, seeks a Senior Associate or Vice President to join its investment team. You will be involved in sourcing, diligence, execution, portfolio management, and exit planning.

Responsibilities include reviewing opportunities, building models, coordinating diligence, and supporting portfolio company value creation and exits. Strong accounting and communication skills are essential.

Qualifications

• 4–8 years of experience in investment banking, private equity, transaction advisory, or corporate development.
• Bachelor's degree with strong academic credentials.
• Strong financial modeling, accounting, and valuation capabilities.
• Interest in industrials, business services, and manufacturing sectors.
• Excellent analytical, communication, and project management skills.
• Ability to thrive in a fast-paced, team-oriented environment.

Responsibilities

• Review and evaluate new investment opportunities
• Analyze industry sectors and identify attractive acquisition targets
• Develop financial models and valuation analyses
• Participate in management meetings and operational diligence
• Coordinate third‑party diligence providers and advisors
• Prepare investment committee materials and transaction documentation
• Assist with transaction execution and financing processes
• Monitor portfolio company performance and support value creation initiatives
• Participate in board meetings and portfolio reviews
• Support portfolio company exits and strategic M&A initiatives

Skills

Financial modeling

Valuation

Analytical skills

Communication

Project management

Industry knowledge

Education

Bachelor's degree

Tools

Excel

Job description

Our client is a lower middle market private equity firm located in Philadelphia, PA focused on investments in industrials, business services, and value-added manufacturing companies. The firm partners with founder-owned businesses and corporate carve‑outs, utilizing both platform and add‑on acquisition strategies to build market‑leading companies.

The firm is seeking a Senior Associate or Vice President to join its investment team. This individual will be involved in all aspects of the investment process, including sourcing, diligence, execution, portfolio management, and exit planning.

Responsibilities

• Review and evaluate new investment opportunities
• Analyze industry sectors and identify attractive acquisition targets
• Develop financial models and valuation analyses
• Participate in management meetings and operational diligence
• Coordinate third‑party diligence providers and advisors
• Prepare investment committee materials and transaction documentation
• Assist with transaction execution and financing processes
• Monitor portfolio company performance and support value creation initiatives
• Participate in board meetings and portfolio reviews
• Support portfolio company exits and strategic M&A initiatives

Qualifications

• 4–8 years of experience in investment banking, private equity, transaction advisory, or corporate development
• Bachelor's degree with strong academic credentials
• Strong financial modeling, accounting, and valuation capabilities
• Interest in industrials, business services, and manufacturing sectors
• Excellent analytical, communication, and project management skills
• Ability to thrive in a fast‑paced, team‑oriented environment