Private Equity Investment Associate
2 weeks ago
Private Equity Associate Role
About Soul Equity Solutions
Soul Equity Solutions is a specialized Executive Search firm focused on connecting Middle Market Private Equity Firms and their Portfolio Companies with top-tier talent. Our mission is to assist these firms in enhancing their internal teams and optimizing their portfolio companies through tailored recruiting strategies.
Position Overview
The Associate (pre-MBA) will be an integral part of a private investment firm, contributing to their operations. This firm is dedicated to the lower middle market, targeting businesses with EBITDA between $5M and $25M. Their investment strategy is concentrated in sectors such as business services and healthcare, leveraging a substantial fund raised recently.
Key Responsibilities
- Financial Modeling – Develop comprehensive financial models to evaluate cash flows, investment returns, and enterprise valuations for potential investments and current portfolio entities.
- Investment Documentation – Create detailed memos and presentation materials for the Investment Committee's review.
- Market Analysis – Conduct thorough research on market dynamics, growth potential, demand factors, and competitive landscape.
- Diligence Coordination – Oversee due diligence processes with external partners, including lenders, accountants, and consultants.
- Portfolio Oversight – Support ongoing evaluation and strategic initiatives for portfolio companies.
- Investor Engagement – Prepare financial summaries and valuation reports for current and prospective investors.
- Industry Representation – Assist in marketing efforts and represent the firm at industry events and conferences.
Qualifications
A minimum of 2-3 years of experience in investment banking is required.
Desired Attributes
- Collaborative team player
- Proactive self-starter
- Exceptional analytical and communication skills
- Strong organizational capabilities
- Meticulous attention to detail
- Enthusiasm for learning and professional growth
Educational Background
A bachelor's degree is mandatory. Advanced degrees in relevant fields are advantageous.
Compensation
Competitive salary commensurate with experience. Soul Equity Solutions is committed to equal opportunity employment, ensuring that all employment decisions are based on merit and business needs, without discrimination based on any protected status.
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