Operations Director

1 day ago


Miami, United States Soul Equity Solutions Full time
About Soul Equity Solutions

Soul Equity Solutions is a retained Executive Search firm dedicated to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent.

Job Overview

We are seeking a highly skilled and detail-oriented Chief Operations Director with a strong background in finance, particularly in Transaction Advisory Services (TAS) or Financial Analysis. The ideal candidate will be responsible for overseeing all operational responsibilities of the firm, from administrative tasks to financial analysis and compliance.

Key Responsibilities
  • Collaborate with the finance team to manage financial operations, including budgeting, forecasting, and financial reporting.
  • Conduct financial analysis to support investment decisions and identify opportunities for optimization and value creation.
  • Assist in deal structuring and negotiation processes, including due diligence on potential investments.
  • Oversee compliance with regulatory requirements and ensure adherence to internal policies and procedures.
Business Development

Participate in various marketing and business development activities, including:

  • Deal Sourcing:
    • Support deal generation through traditional intermediary and advisory channels.
    • Communicate with intermediaries through outbound calls, in-person meetings, and conferences.
    • Strengthen relationships with existing intermediaries and develop relationships with new intermediaries.
    • Plan call activity to ensure coverage and regular touchpoints of top-tier deal sources.
  • Support proprietary deal generation:
    • Thesis development: work with the team to research, develop, and execute on high-priority investment theses.
    • Research, target list building in advance of industry-specific trade shows.
    • Market mapping: work with the team to develop actionable target lists.
  • Manage and maintain the business development pipeline.
Administrative Management
  • Take ownership of all administrative functions within the firm, including HR, benefits administration, and office management.
  • Implement and maintain internal processes to streamline operations and enhance efficiency.
  • Serve as a point of contact for external partners, vendors, and service providers.
  • Provide support for transaction-related activities and portfolio company management as needed.
Leadership and Growth
  • Act as a key member of the executive team, contributing to strategic planning and decision-making processes.
  • Drive a culture of continuous improvement and operational excellence throughout the organization.
  • Mentor and develop junior team members, including analysts and administrative staff.
  • Collaborate with senior leadership to identify opportunities for business expansion and growth.
Qualifications
  • Bachelor's degree in Finance, Business Administration, or a related field.
  • 3+ years of experience in finance, with a focus on Transaction Advisory Services (TAS) or Financial Analysis.
  • Strong analytical skills with the ability to interpret financial data and provide actionable insights.
  • Demonstrated leadership experience, with a track record of driving results and managing cross-functional teams.
  • Excellent communication and interpersonal skills, with the ability to build relationships at all levels of the organization.
  • Proven ability to thrive in a dynamic and fast-paced environment, with a proactive and solutions-oriented mindset.
Salary
  • Competitive salary, commensurate with experience, $125k - $175k plus bonus.

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