Private Equity Associate

4 days ago


Philadelphia, Pennsylvania, United States Soul Equity Solutions Full time
About the Role

The Private Equity Associate will join a dynamic team at a leading private investment firm, focusing on lower middle-market acquisitions. The ideal candidate will have a strong background in investment banking, private equity, or credit/lending, with a minimum of 2-3 years of experience.

Key Responsibilities
  • Conduct financial analysis and create models to evaluate investment opportunities and portfolio companies.
  • Prepare investment approval materials and facilitate diligence activities with third-party partners.
  • Conduct industry research and provide strategic insights to support investment decisions.
  • Assist with portfolio management, including ongoing monitoring and ad hoc strategic projects.
  • Support investor relations and fundraising efforts, including compiling financial reports and valuation estimates.
  • Participate in marketing efforts, including attending industry events and conferences.
Requirements
  • Minimum of 2-3 years of experience in investment banking, private equity, or credit/lending.
  • Lower middle-market experience a plus.
  • Undergraduate degree required; relevant advanced degrees a plus.
Compensation

Salary is competitive, ranging from $180,000 to $235,000, depending on experience.

This firm is an equal opportunity employer, committed to diversity and inclusion. All employment decisions are based on merit, competence, performance, and business needs.



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