Private Equity Associate
2 weeks ago
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). We are well known for our highly boutique, specialized service. Our clients and candidates rely on our personal approach, strong connections, and supportive process to meet their objectives.
About the Role
The Associate will join a private investment firm, in their Philadelphia, PA office. Founded three years ago, this division of private equity firm, has quickly established itself as a dynamic player in the healthcare investment landscape. Anchored by the support of a family office, the firm has successfully launched and managed three major platforms, with a fourth platform nearing completion. Demonstrating robust growth and strong investor confidence, the firm achieved a significant milestone with the first close of its inaugural fund, raising $40M. This firm focuses on investing in businesses valued at $10-$30M, investing in the life science, pharma, medical devices, hospitals, health systems & providers, payor & insurance services, and healthcare service industries. With a strategic focus on delivering value and fostering long-term growth, this firm is poised to continue its trajectory of success in the investment industry.
Key Responsibilities
The Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm. Specific responsibilities include:
- 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 management - Assist with ongoing monitoring and ad hoc strategic projects for portfolio companies
- Investor relations and fundraising - Compile financial reports and valuation estimates of current portfolio companies for current and potential investors
- Marketing - Provide support and attend industry events, conferences, trade shows, etc.
Minimum of 3 years of experience in middle-market investment banking, private equity or TAS.
Personal Characteristics
Ability to multi-task in a dynamic environment, work independently, prioritize work effectively, and meet stringent deadlines while maintaining high quality of work standards.
- Intellectual curiosity
- Entrepreneurial spirit
- Team player
- Self-starter
- Strong analytical and communication (verbal and written) skills
- Ability to work well with portfolio companies is important
- Outstanding organizational abilities
- High attention to detail
- Desire to learn
Education
An undergraduate degree is required. MBA candidates will be considered.
Salary
Salary is competitive, depending on experience.
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.
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