Private Equity Investment Manager
1 week ago
This executive role will join the deal team of a lower middle-market private equity firm. The firm primarily invests in the business services, consumer, and industrials sectors.
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
Requirements:
- An undergraduate business degree demonstrating academic proficiency
- 3+ years of private equity experience coupled with 2+ years in investment banking, strategy consulting, or transaction advisory services
- Mature and professional candidate with an excellent work ethic
- A thorough understanding of accounting, corporate finance, corporate strategy, and business reporting
- Sound business and investment judgment
- Analytical with a pragmatic and creative approach to problem solving
Education and Salary:
- An undergraduate degree is required. Relevant advanced degrees are a plus.
- Salary is competitive, depending on experience.
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. We work exclusively with middle-market private equity firms to grow their internal teams and transform their portfolio companies.
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