Job Description

Job Overview – Senior Associate:

Compensation: $150,000 – $250,000 + bonus

Location: Philadelphia, PA

Schedule: Monday to Friday (In-Office)

Join our Private Equity client in Philadelphia, PA as Senior Associate supporting all phases of the investment process, including sourcing, financial modeling, due diligence, and deal execution. This in-office opportunity is ideal for a high-performing professional seeking direct exposure to private equity investments, portfolio company oversight, and Investment Committee participation in a fast-paced, collaborative environment.

Responsibilities as the Senior Associate:

• Investment Screening: Analyze and assess new investment opportunities across various sectors, identifying key risks and value drivers.
• Due Diligence & Research: Conduct deep qualitative and quantitative diligence using company materials and independent research to evaluate strategic fit.
• Modeling & Analysis: Build and maintain complex financial models, returns analyses, and capital structure scenarios to support deal underwriting.
• Deal Execution: Support transaction execution, including drafting investment memos, negotiating terms, and managing due diligence processes.
• Portfolio Monitoring: Track operating performance, analyze financial reports, and contribute to board meeting preparation and quarterly investor reporting.

Qualifications for the Senior Associate:

• Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field required.
• Experience: 2+ years of experience as an Associate in private equity with hands-on exposure to direct investments and deal execution.
• Technical Proficiency: Expertise in financial modeling, accounting principles, Excel, and PowerPoint, with familiarity in data rooms and transaction software.
• Skills & Attributes: Strong analytical and communication skills with a proactive, collaborative mindset and the ability to manage competing priorities in a fast-paced environment.
• Industry Knowledge: Exposure to private equity investing and portfolio management practices, with a strong understanding of capital markets and M&A transactions.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, will keep your resume on file for future opportunities and may contact you for further discussion.

ID #44363

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