Private Equity Investment Associate

4 weeks ago


Philadelphia, Pennsylvania, United States Soul Equity Solutions Full time

About 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, 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, with relevant advanced degrees a plus. Salary is competitive, depending on experience, with total cash compensation ranging from $180,000 to $235,000.

About the Company:

Soul Equity Solutions is a boutique executive search firm exclusively recruiting for Private Equity Middle Market firms. We conduct searches at all seniority levels throughout the US for both investor roles and non-investing roles (including Business Development, Investor Relations). We are well known for our highly boutique, specialized service, with clients and candidates relying on our personal approach, strong connections, and supportive process to meet their objectives.



  • Philadelphia, Pennsylvania, United States East 57th Street Partners Full time

    About Our ClientOur client is a leading Private Equity firm based in the Philadelphia Metro Area, focused on investing in high-growth companies across diverse sectors. They are known for their commitment to creating value through strategic financial leadership and operational enhancements. As part of their continued growth, they are seeking a Vice President...


  • Philadelphia, Pennsylvania, United States East 57th Street Partners Full time

    About Our ClientEast 57th Street Partners is a leading Private Equity firm based in the Philadelphia Metro Area, focused on investing in high-growth companies across diverse sectors. They are known for their commitment to creating value through strategic financial leadership and operational enhancements.Position OverviewThe Private Equity Vice President will...

  • Corporate Attorney

    1 month ago


    Philadelphia, Pennsylvania, United States Top Tier Reps LLC Full time

    Job Title: Mid/Senior Level Associate – Private Equity GroupOverview: Top Tier Reps LLC is seeking highly qualified mid to senior-level associates to join their Private Equity Group. The ideal candidate will have 3 to 8 years of experience in corporate and transactional law, demonstrating a strong ability to work both collaboratively in teams and...


  • Philadelphia, Pennsylvania, United States CBIZ Private Equity Advisory Full time

    About Our PracticeAt CBIZ Private Equity Advisory, we are dedicated to providing top-notch consulting services to private equity groups and their portfolio companies. Our team of experts specializes in deal advisory, business optimization, EBITDA enhancement, and performance management & improvement. We take a collaborative, client-centric approach to...


  • Philadelphia, Pennsylvania, United States Advocates Legal Recruiting Full time

    Private Equity M&A Attorney OpportunityWe are seeking a highly skilled Private Equity M&A Attorney to join our prestigious Private Equity Group in Philadelphia. This is an exceptional opportunity for an accomplished attorney to work with one of the most respected firms in the practice area, known for its innovative solutions and unparalleled client...

  • Investment Officer

    4 weeks ago


    Philadelphia, Pennsylvania, United States City of Philadelphia Full time

    Job DescriptionThe City of Philadelphia Board of Pensions and Retirement is seeking a highly skilled Investment Officer to join their team. As an Investment Officer, you will be responsible for performing financial analysis in public and private markets, working closely with the Deputy Chief Investment Officer and a nine-member Board of Trustees.Duties and...

  • Investment Officer

    4 weeks ago


    Philadelphia, Pennsylvania, United States City of Philadelphia Full time

    Job SummaryWe are seeking an Investment Officer to join our team at the City of Philadelphia Board of Pensions and Retirement. The successful candidate will be responsible for performing financial analysis in public and private markets, and will report directly to the Deputy Chief Investment Officer.Key ResponsibilitiesPortfolio structuring within assigned...


  • Philadelphia, Pennsylvania, United States Sands Investment Group Full time

    Job OverviewSands Investment Group, a leading commercial real estate brokerage firm, is seeking a highly motivated and competitive Junior Broker to join our Philadelphia office. As a Junior Broker, you will play a critical role in developing the foundational skills necessary to become a successful Commercial Real Estate Investment Sales Broker.Key...


  • Philadelphia, Pennsylvania, United States Legal Search Full time

    Job OpportunityWe are seeking a highly qualified Senior Corporate Attorney to join our Private Equity Group in Philadelphia. The ideal candidate will have 3+ years of experience in corporate and transactional matters, including mergers and acquisitions, leveraged recapitalizations, growth equity, and venture capital transactions.The successful candidate will...


  • Philadelphia, Pennsylvania, United States Macquarie Bank Full time

    About the RoleAs a Senior Investment Specialist at Macquarie Credit, you will play a key role in driving the growth of our successful business through client interactions and strategic business initiatives. You will be responsible for partnering with our global distribution teams to create and implement product and distribution strategies, driving product...

  • Tax Associate

    4 weeks ago


    Philadelphia, Pennsylvania, United States Andersen Tax LLC Full time

    The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with AndersenAt Andersen Tax LLC, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...

  • Tax Associate

    4 weeks ago


    Philadelphia, Pennsylvania, United States Andersen Tax LLC Full time

    The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with AndersenAt Andersen Tax LLC, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...


  • Philadelphia, Pennsylvania, United States Corten Real Estate Full time

    About the RoleCorten Real Estate is seeking a highly skilled Senior Associate to support all aspects of the firm's investment and portfolio management processes. This includes deal sourcing, underwriting, market analyses, due diligence, and financial analyses. The successful candidate will also be responsible for preparing investment memoranda, maintaining...


  • Philadelphia, Pennsylvania, United States Rebuilt Full time

    About Rebuilt: Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties. We source a variety of properties including residential, multifamily, commercial, raw land, mixed use, and more. Our goal is to...


  • Philadelphia, Pennsylvania, United States The PNC Financial Services Group, Inc Full time

    Job DescriptionPosition OverviewPNC is a leading financial services company that values its employees as its greatest differentiator and competitive advantage. We strive to create an inclusive workplace culture where all employees feel respected, valued, and empowered to contribute to the company's success.As a Chief Investment Strategist within PNC's Asset...

  • Tax Senior Manager

    4 weeks ago


    Philadelphia, Pennsylvania, United States EisnerAmper Full time

    About the Role:EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services (PCS) team. As a key member of our team, you will be responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge...


  • Philadelphia, Pennsylvania, United States Glenmede Full time

    Empowering Financial FuturesGlenmede, a trusted partner for private wealth, endowment & foundation, and investment management clients, seeks a seasoned Relationship Manager, Endowment to join our team.This role will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).Key Responsibilities:Manage endowment and foundation...


  • Philadelphia, Pennsylvania, United States JobGet Staffing Full time

    Job Summary: JobGet Staffing is seeking a motivated and detail-oriented Investment and Retirement Sales Assistant to support our Financial Advisors in providing exceptional member service. Key Responsibilities:Schedule and prepare for client meetings, ensuring timely and accurate communication with both clients and Financial Advisors.Assist in the...


  • Philadelphia, Pennsylvania, United States Customized Energy Solutions Full time

    Job DescriptionCES is seeking a talented and driven individual to sell and help grow our suite of services related to the management of generation, battery, and demand response assets, as well as related consulting services.Particular focus will be on selling CES' GridBOOST software enabled product for managing and optimizing battery storage assets, CES'...


  • Philadelphia, Pennsylvania, United States Acquaint Recruiting Full time

    Acquaint Recruiting is seeking a seasoned Capital Markets Strategist to join a leading Real Estate developer in Philadelphia.The ideal candidate will be a market leader with credibility and experience in all phases of capital raising. This position requires a professional with extensive experience in financial markets, real estate finance, and a deep...