Private Equity Investment Associate

1 week ago


Bethesda, Maryland, United States Soul Equity Solutions Full time

Private Equity Associate Role

About Soul Equity Solutions

Soul Equity Solutions is a specialized Executive Search firm focused on connecting Middle Market Private Equity Firms and their Portfolio Companies with top-tier talent. Our approach is tailored to meet the unique needs of our clients, ensuring a bespoke recruiting experience.

Position Overview

The Associate (pre-MBA) will be part of a private investment firm, contributing to their operations. This firm is dedicated to the lower middle market, targeting businesses with EBITDA between $5M and $25M. Their investment strategy encompasses sectors such as business services and healthcare, utilizing capital from their recently raised fund.

Key Responsibilities

  • Financial Modeling – Develop comprehensive financial models to evaluate cash flows, investment returns, and enterprise valuations for prospective investments and current portfolio entities.
  • Investment Documentation – Prepare detailed memos and other documentation for the Investment Committee's review.
  • Market Analysis – Conduct thorough research on market dynamics, growth potential, demand factors, and competitive landscape.
  • Diligence Coordination – Manage due diligence processes with external partners, including lenders, accountants, and consultants.
  • Portfolio Oversight – Support ongoing monitoring and strategic initiatives for portfolio companies.
  • Investor Communication – Assemble financial reports and valuation assessments for current and prospective investors.
  • Industry Engagement – Assist in marketing efforts and participate in relevant industry events and conferences.

Qualifications

A minimum of 2-3 years of experience in investment banking is required.

Desired Attributes

  • Collaborative team member
  • Proactive self-starter
  • Exceptional analytical and communication skills (both verbal and written)
  • Strong organizational capabilities
  • Meticulous attention to detail
  • Commitment to continuous learning

Educational Background

A bachelor's degree is mandatory, with advanced degrees considered advantageous.

Compensation

Competitive salary based on experience. Soul Equity Solutions is an equal opportunity employer, committed to fostering a diverse workplace. All employment decisions are made based on merit and business needs, without discrimination based on any protected status.



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