Private Equity - Associate
About the role
The private equity firm is based in Philadelphia and manages over $2 billion in assets under management. They focus on control and growth investments in founder-led businesses across business and professional services, healthcare services, education, and technology services. The firm partners closely with management teams to drive value through operational improvements, add-on acquisitions, and strategic growth initiatives.
Responsibilities
- Build and maintain complex financial models, including LBO analysis
- Support transaction execution, including due diligence, deal structuring, and closing processes
- Conduct industry, market, and company-level research across target sectors
- Prepare investment committee materials and presentations
- Monitor and support portfolio company performance and value creation initiatives
- Collaborate with senior team members on strategic initiatives and add-on acquisitions
Requirements
2-3 years of experience in investment banking or a transaction-oriented role
Strong financial modeling skillset, including LBO experience
Background in M&A (sell-side or buy-side) preferred
Experience at an elite boutique or middle market platform is highly relevant
Qualifications
Demonstrated track record of academic excellence (typically 3.5 GPA or above)
Consistent career progression with limited job movement
Evidence of leadership, commitment, and involvement outside of academics (e.g., athletics, organizations, etc.)
Skills
Financial modeling skills, including LBO experience
Experience in M&A (sell-side or buy-side)
Experience at an elite boutique or middle market platform
Academic excellence (typically 3.5 GPA or above)
Leadership, commitment, and involvement outside of academics
Benefits
N/A
Pay
N/A
Schedule
N/A
Benefits
N/A