Private Equity Associate

6 days ago


San Francisco, California, 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 Description

The Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm.

Key Responsibilities
  • 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.
Requirements
  • Minimum of 2-3 years of experience in middle-market investment banking, private equity.
  • Ability to multi-task in a dynamic environment, work independently, prioritize work effectively, and meet stringent deadlines while maintaining high quality of work standards.
  • Team player, self-starter, strong analytical and communication (verbal and written) skills, ability to work well with portfolio companies, outstanding organizational abilities, high attention to detail, and desire to learn.
  • An undergraduate degree is required.
What We Offer

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.



  • San Francisco, California, United States Greenwich Private Equity Full time

    Job OpportunityWe are seeking a seasoned professional to join our team as a Private Equity Director. As a key member of our executive team, you will be responsible for originating and closing private equity investment sales, generating client referrals, and expanding our assets under management.Our firm, Greenwich Private Equity, is a leading private equity...


  • San Francisco, California, United States Private Investigator Dover Full time

    Private Equity Associate OpportunityWe are seeking a highly skilled Private Equity Associate to join our Private Equity Group in the US. The ideal candidate will have at least three years of experience advising private equity firms and their portfolio companies on complex transactions, including mergers and acquisitions, leveraged buyouts, equity...


  • San Francisco, California, United States Private Investigator Dover Full time

    Job Title: Private Equity AssociateAbout the Role:We are seeking a highly skilled and experienced Private Equity Associate to join our team at Private Investigator Dover. As a Private Equity Associate, you will play a key role in advising our clients on complex transactions, including mergers and acquisitions, leveraged buyouts, equity investments, and other...


  • San Francisco, California, United States Private Investigator Dover Full time

    Private Equity Associate Job DescriptionWe are seeking a highly skilled Private Equity Associate to join our Private Equity Group in any US office.Key Responsibilities:Advise private equity firms and their portfolio companies on complex transactions, including mergers and acquisitions, leveraged buyouts, equity investments, and other general corporate...


  • San Francisco, California, United States Greenwich Private Equity Full time

    Job OpportunityWe are seeking a highly motivated and experienced professional to join our team as a Private Equity Investment Representative. As a key member of our sales team, you will be responsible for representing our exclusive private equity investment opportunities to high net worth individual and family office clients and prospects.Key...


  • San Francisco, California, United States Greenwich Private Equity Full time

    Job OpportunityWe are seeking a highly motivated and experienced professional to join our team as a Private Equity Investment Representative. As a key member of our sales team, you will be responsible for representing our exclusive private equity investment opportunities to high net worth individual and family office clients and prospects.Key...


  • San Francisco, California, United States Soul Equity Solutions Full time

    About Soul Equity SolutionsSoul 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.About the RoleThe Associate (pre-MBA) will join a private investment firm in their San Francisco Bay area office. This firm focuses on middle market acquisitions...


  • San Francisco, California, United States Soul Equity Solutions Full time

    About the RoleThe Private Equity Associate will join a private investment firm, in their San Francisco Bay area office. This firm focuses on middle market, acquiring businesses with up to $100M in revenue. They primarily invest in the business services, e-healthcare, consumer industries but will invest across all industry segments. The firm raised their...


  • San Francisco, California, United States DLA Piper Full time

    Job Title: Private Equity AssociateDLA Piper is seeking a highly skilled and experienced Private Equity Associate to join its Private Equity Group in San Francisco or Palo Alto offices.Job Summary:The ideal candidate will have at least three years of experience advising private equity firms and their portfolio companies in complex transactions, including...


  • San Francisco, California, United States Soul Equity Solutions Full time

    About Soul Equity SolutionsSoul 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.About the RoleThe Analyst will join a private investment firm in their San Francisco Bay area office, focusing on the middle market with acquisitions up to $100M in...


  • San Francisco, California, United States Elgen Staffing Full time

    Private Equity Associate Attorney Job DescriptionOur client, a prestigious law firm, has an immediate need for an experienced Fund Formation / Private Equity Associate Attorney to join their team in Boston.About the Role:Assist in the formation and structuring of private equity funds.Provide legal advice on fund-related matters.Collaborate with the...


  • San Francisco, California, United States Partners Capital Full time

    Job Title: Private Equity Investment AssociateWe are seeking a highly motivated and detail-oriented Private Equity Investment Associate to join our team at Partners Capital. As a key member of our 14-person Private Equity and Real Estate team, you will play a critical role in identifying and underwriting attractive investment opportunities for our...


  • San Francisco, California, United States H.I.G. Capital Full time

    About H.I.G. CapitalH.I.G. Capital is a leading global private equity investment firm with a proven track record of delivering top decile returns. With over $64 billion of equity capital under management, the firm specializes in providing both debt and equity capital to middle market companies, utilizing a flexible and operationally focused/value-added...


  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    Private Equity Investment ManagerThe CalSTRS Investments Branch is seeking an experienced individual to work as an Associate Portfolio Manager on the Private Equity team.As a key member of the team, you will contribute to the success of one of the largest Private Equity programs in the world. You will collaborate with some of the best general partners,...


  • San Francisco, California, United States Jameson Legal Full time

    **About Jameson Legal**Jameson Legal is a prestigious law firm that combines innovation with excellence. We are seeking an experienced private equity attorney to join our esteemed team in our San Francisco office.**Our Commitment to Excellence**We are committed to delivering exceptional legal services and providing strategic guidance to our clients in the...


  • San Francisco, California, United States DLA Piper Full time

    About DLA PiperDLA Piper is a bold, exceptional, collaborative, and supportive law firm that values its people as the backbone, heart, and soul of the organization.At DLA Piper, we believe in fostering a culture of excellence, where our employees can engage in meaningful work and grow their careers.Job SummaryWe are seeking a mid-level associate to join our...


  • San Francisco, California, United States Blacklock Financial Full time

    Blacklock Financial is partnering with a leading Consumer focused Private Equity firm to add an associate to their team.Key Responsibilities:Conduct in-depth industry and company research to identify potential investment targets and opportunities.Evaluate investment opportunities through detailed financial modeling, including discounted cash flow analysis,...


  • San Francisco, California, United States DLA Piper Full time

    Job SummaryDLA Piper is a leading global law firm that is seeking a mid-level associate to join its Private Equity Group in our San Francisco or Palo Alto offices. The ideal candidate will have at least three years of experience advising private equity firms and their portfolio companies in complex transactions, including mergers and acquisitions, leveraged...


  • San Diego, California, United States StepStone Group Full time

    Job Title: Private Equity AssociateStepStone Group is a leading global private markets firm that provides customized investment and advisory solutions to sophisticated investors worldwide. With a strong presence in 15 countries and 26 offices, we offer a unique opportunity to work with a diverse team of professionals who share a passion for anticipating...


  • San Francisco, California, United States SupportFinity™ Full time

    About UsWe are a leading private equity firm committed to creating value for our investors and portfolio companies through strategic investments and active management. Our team is dedicated to identifying and executing high-quality investment opportunities that drive growth and returns.Key ResponsibilitiesInvestment Analysis: Conduct thorough due diligence...