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Associate - M&A Investment Team - CT or VA

1 month ago


Stamford, Connecticut, United States Soul Equity Solutions Full time
About the Role

The Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm. This role is ideal for individuals with a strong analytical background and a passion for investment banking, private equity, or credit/lending.

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 investment banking, private equity, or credit/lending, with lower middle-market experience a plus. An undergraduate degree is required, and relevant advanced degrees are a plus.

What We Offer

Salary is competitive, depending on experience. Total cash compensation ranges from $210,000 - $230,000. This firm is an equal opportunity employer, and all aspects of employment will be based on merit, competence, performance, and business needs.