Private Equity Associate
This is a growth-oriented private equity firm that partners with lower-middle-market business owners and management teams to help create shared success. The firm manages approximately $1.8 billion in committed capital across three funds, with investment teams across two U.S. offices, and has a strong record of consistent fundraising growth. The team focuses on control investments in business services, technology-enabled services, specialty manufacturing, and industrial services, and emphasizes a collaborative culture paired with high-volume deal execution. The firm brings experience and resources to help portfolio companies accelerate their growth, to the benefit of management, employees, and investors.
About the role
The Associate will join the investment team, supporting senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm.
Responsibilities
- Deal Execution
- 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 — conduct research on 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 & Firm Support
- Portfolio management — assist with ongoing monitoring and strategic projects for portfolio companies
- Investor relations and fundraising — compile financial reports and valuation estimates of current portfolio companies for current and potential investors
Requirements
- Minimum of 2 years of experience in lower-middle-market investment banking or private equity
- An undergraduate degree is required
Soul Equity is a retained Executive Search firm dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent.