Private Equity Investment Manager

1 week ago


Cleveland, Ohio, United States Soul Equity Solutions Full time
About the Role

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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