Job Overview – Finance Associate (Hybrid):
Our client is seeking a Finance Associate to join their team in Montgomery County, PA. In this hybrid role, you’ll support senior investment professionals in deal execution and portfolio analysis, conduct financial due diligence, create financial models, and assist in managing investment opportunities.
Compensation: $100,000 – $120,000/year + bonus
Location: Montgomery County, PA
Schedule: Monday to Friday (Hybrid)
Responsibilities as the Finance Associate:
- Due Diligence: Conduct extensive industry, business, and financial due diligence on prospective investment opportunities.
- Investment Memorandums: Prepare investment committee memorandums detailing key findings and recommendations.
- Financial Modeling: Create and maintain detailed financial models for both prospective and existing investments.
- Analysis & Valuation: Perform comprehensive financial, valuation, and credit analysis on investment opportunities.
- Documentation: Assist in drafting and negotiating term sheets and credit agreements.
Qualifications for the Finance Associate:
- Education: Bachelor’s degree in Finance or Accounting.
- Experience: 3-5 years in Investment Banking, Private Credit, Private Equity, Research, or M&A.
- Skills: Extensive experience in financial modeling and valuation, with strong proficiency in Microsoft Office (Word, Excel, PowerPoint).
- Attributes: Ability to multitask in a fast-paced environment, with excellent verbal and written communication skills and strong attention to detail.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.