Private Equity Investment Associate
2 months ago
The Private Equity Associate will join a private investment firm in their Philadelphia, PA office, focusing on lower middle market acquisitions with up to $100M in revenue and EBITDA up to $20M.
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.
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.
CompensationSalary is competitive, depending on experience. Total cash compensation ranges from $180,000 - $235,000.
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Private Equity Investment Associate
1 week ago
Philadelphia, Pennsylvania, United States Soul Equity Solutions Full timeAbout the Role:The Private Equity Associate will work with senior investment professionals in the Philadelphia, PA office to source, diligence, and manage investments in lower middle-market companies with up to $100M in revenue and EBITDA up to $20M.Key Responsibilities:Financial analysis: Create financial models to analyze cash flows, investment returns,...
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Private Equity Associate
2 weeks ago
Philadelphia, Pennsylvania, United States Soul Equity Solutions Full timeAbout the RoleThe Private Equity Associate will join a dynamic team at a leading private investment firm, focusing on lower middle-market acquisitions. The ideal candidate will have a strong background in investment banking, private equity, or credit/lending, with a minimum of 2-3 years of experience.Key ResponsibilitiesConduct financial analysis and create...
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Senior Investment Professional
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