Private Equity Associate 2027 start
About the Role
This Associate role is on the deal team of this lower middle-market PE firm located just outside Philadelphia, PA. The firm invests in a variety of sectors including medical device manufacturing, IT and data management, Human Capital management, and knowledge & learning.
Responsibilities
- Financial analysis - Create financial models to analyze cash flows, investment returns, and enterprise values for new investment opportunities and existing portfolio companies
- Investment approval materials - Prepare memos and other approval materials for the Investment Committee
- Industry research - Research market size, growth prospects, demand drivers, key competitors, etc.
- Third-party diligence - Facilitate diligence activities with third-party partners (e.g., senior lenders, accountants, attorneys, IT consultants, strategy consultants)
- Portfolio management - Assist with ongoing monitoring and ad hoc strategic projects for portfolio companies
- Investor relations and fundraising - Compile financial reports and valuation estimates of current portfolio companies for current and potential investors
Professional Experience & Qualifications
Minimum of 2 years of experience (by Summer 2027) in investment banking, private equity, or financial consulting. Need to have the financial tools required for private equity.
Personal Characteristics: Ability to multitask in a dynamic environment, work independently, prioritize work effectively, and meet stringent deadlines while maintaining high-quality work standards. Team player Self-starter Strong analytical and communication (verbal and written) skills Outstanding organizational abilities High attention to detail
Education
An undergraduate degree is required.