Jobs · Finance · Pennsylvania

Senior Associate / VP - Job #1997

Pinnacle Group · Philadelphia, PA · 2 days ago
On-siteFinanceFull-time

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
  • Cook up third-party diligence providers and advisors
  • Prepare investment committee materials and transaction documentation
  • Aid 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

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