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Private Equity Analyst

2 months ago


Walnut Creek, California, United States Soul Equity Solutions Full time

Private Equity Associate Position Overview

About Soul Equity Solutions

Soul Equity Solutions is a specialized executive search firm located in New York City, focusing exclusively on recruitment for Private Equity firms in the Middle Market sector. We pride ourselves on delivering tailored recruitment services across various seniority levels throughout the United States, catering to both investment and non-investment roles, including Business Development and Investor Relations. Our reputation is built on a highly personalized approach, strong industry connections, and a supportive process that aligns with the goals of our clients and candidates.

Role Summary

The Associate position is integral to the deal team within a lower middle-market Private Equity firm. This firm is in the process of closing its inaugural fund and aims to invest in businesses valued between $50 million and $300 million, with EBITDA ranging from $5 million to $35 million.

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 – Create detailed memos and other documentation for presentation to the Investment Committee.
  • Market Analysis – Perform in-depth research on market dynamics, growth potential, demand factors, and competitive landscape.
  • Diligence Coordination – Oversee due diligence processes in collaboration with external partners, including lenders, accountants, legal advisors, and consultants.
  • Portfolio Oversight – Support ongoing evaluation and strategic initiatives for portfolio companies.

Qualifications and Experience

A minimum of 2-3 years of relevant experience in investment banking or private equity is required. Experience in lower middle-market environments is advantageous.

Desired Attributes

  • Proficient in managing multiple tasks in a fast-paced environment while maintaining high-quality standards.
  • Collaborative team player.
  • Self-motivated with a proactive approach.
  • Strong analytical capabilities and excellent communication skills, both verbal and written.
  • Ability to engage effectively with portfolio companies.
  • Exceptional organizational skills and meticulous attention to detail.
  • Enthusiastic about continuous learning and professional development.

Educational Background

A bachelor's degree is mandatory.

Compensation

Competitive salary commensurate with experience.

Soul Equity Solutions is an equal opportunity employer. Employment decisions are made based on merit, competence, performance, and business needs, without discrimination based on race, color, religion, marital status, age, national origin, ancestry, disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected by law.