Private Equity Senior Associate

About the Role

The Senior Associate will join a middle-market private equity firm in their Boston, MA office. Our client focuses on business services, healthcare services, and manufacturing, investing $40-$60M in businesses with EBITDA of at least $5M. Fund IV closed in November 2023 and was oversubscribed at $456M. This is an exciting opportunity to join a well-established, highly regarded firm which prides itself on its collaborative, dynamic culture and close partnerships with founder-owned businesses.

Key Responsibilities

• Create financial models to analyze cash flows, investment returns, and enterprise values for new investment opportunities and existing portfolio companies
• Prepare memos and other approval materials for the Investment Committee
• Conduct industry research on market size, growth prospects, demand drivers, key competitors, etc.
• Facilitate diligence activities with third-party partners (e.g., senior lenders, accountants, attorneys, IT consultants, strategy consultants)
• Assist with ongoing monitoring and ad hoc strategic projects for portfolio companies

Professional Experience & Qualifications

• Minimum of 2-3 years of experience in investment banking, private equity, leveraged finance or management consulting, with lower middle-market experience a plus

Education

An undergraduate degree is required.

Pay

Salary is competitive, depending on experience.

Schedule

N/A

Benefits

N/A

Skills

N/A

Benefits

N/A

Contact

Find your fit - View all open positions at Soul Equity.

About Soul Equity Solutions

Soul Equity Solutions is a NYC based boutique executive search firm, exclusively recruiting for Private Equity Middle Market firms. We conduct searches at all seniority levels throughout the US for both investor roles and non-investing roles (including Business Development, Investor Relations).

Equal Opportunity Employer

This firm is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.