Associate - Job #2000
Pinnacle Group · Nashville, TN · 2 wk ago
On-siteFinanceFull-time
About the Role
Our client is a lower middle market private equity firm focused on investing in healthcare services, healthcare IT, and outsourced healthcare businesses. The firm partners with founder-led and family-owned companies, supporting both platform investments and add-on acquisitions to drive long-term growth and value creation. The investment team consists of a team lead, three Vice Presidents, and two Associates.
Responsibilities
- Evaluate new investment opportunities alongside senior investment professionals
- Conduct industry and market research within healthcare services and healthcare technology
- Build and maintain financial models and valuation analyses
- Participate in management presentations and due diligence processes
- Prepare investment committee memoranda and transaction materials
- Assist with transaction structuring, financing, and execution
- Monitor portfolio company performance and key operating metrics
- Support strategic initiatives, add-on acquisitions, and board-level reporting
- Assist with portfolio company exits and realization activities
Requirements
- 2-4 years of experience in investment banking, private equity, or private credit
- Bachelor's degree with strong academic credentials
- Strong accounting, valuation, and financial modeling skills
- Interest in healthcare investing and lower middle market businesses
- Excellent analytical, communication, and organizational abilities
- Ability to work effectively within a lean, entrepreneurial team environment