Job Description

Job Overview – Finance Associate (Private Equity):

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

Location: Montgomery County, PA

Schedule: Monday to Friday (In-Office)

Atlantic Group is seeking a Finance Associate (Private Equity) for our client in Montgomery County, PA. This in-office opportunity provides hands-on exposure to the full private equity investment lifecycle, including deal execution, financial modeling, due diligence, and portfolio management. You’ll work directly with senior leadership, and C-level executives while building deep expertise in transactions, valuation, and investor reporting across a range of industries.

Responsibilities as the Finance Associate:

• Deal Execution: Support all stages of private equity transactions, including buyouts, recapitalizations, and acquisition financing.
• Financial Modeling: Build three-statement models and perform valuation, sensitivity, and scenario analyses.
• Due Diligence & Analysis: Lead financial and operational diligence efforts in collaboration with internal teams and external advisors.
• Investment Committee Prep: Draft memos and present recommendations to the Investment Committee.
• Portfolio Monitoring: Assist in tracking portfolio company performance, reporting, and strategic support.
• Market Research: Conduct industry research, market sizing, and competitor benchmarking across key sectors.

Qualifications for the Finance Associate:

• Education: Bachelor’s degree in Finance, Economics, or a related field required.
• Experience: 3+ years of experience in private equity, investment banking, or transaction services, with a strong background in M&A execution and financial modeling.
• Technical Skills: Highly proficient in Microsoft Excel and PowerPoint, with a solid understanding of accounting principles and financial statement analysis.
• Skills & Attributes: Analytical and detail-oriented with strong communication and presentation skills, an entrepreneurial mindset, and a passion for private equity in fast-paced environments.

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.

ID #44263

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