Private Equity Analyst

2 weeks ago


Walnut Creek, California, United States Soul Equity Solutions Full time

Private Equity Associate Position Overview

About Soul Equity Solutions

Soul Equity Solutions is a specialized executive search firm located in New York City, focusing exclusively on recruitment for Private Equity firms in the Middle Market sector. We conduct searches across various seniority levels throughout the United States for both investment and non-investment roles, including Business Development and Investor Relations. Our reputation is built on delivering highly personalized, specialized services that our clients and candidates trust, thanks to our strong connections and supportive processes.

Role Summary

This Associate position is part of the deal team within a lower middle-market Private Equity firm. The firm is in the process of closing its inaugural fund and will target investments in companies valued between $50 million and $300 million, with EBITDA ranging from $5 million to $35 million.

Key Responsibilities

  • Financial Modeling – Develop comprehensive financial models to evaluate cash flows, investment returns, and enterprise valuations for prospective investments and current portfolio entities.
  • Investment Documentation – Prepare detailed memos and other documentation for the Investment Committee's review and approval.
  • Market Analysis – Conduct thorough research on market dynamics, growth potential, demand factors, and competitive landscape.
  • Diligence Coordination – Manage diligence processes with external partners, including senior lenders, accountants, legal advisors, IT consultants, and strategic advisors.
  • Portfolio Oversight – Support ongoing performance monitoring and strategic initiatives for portfolio companies.

Qualifications and Experience

A minimum of 2-3 years of experience in investment banking or private equity is required. Experience in lower middle-market transactions is advantageous.

Desired Attributes

  • Proficient in managing multiple tasks in a fast-paced environment while maintaining high-quality standards.
  • Collaborative team player.
  • Self-motivated with a proactive approach.
  • Strong analytical and communication skills, both verbal and written.
  • Ability to effectively engage with portfolio companies is essential.
  • Exceptional organizational skills with a keen attention to detail.
  • Genuine desire for professional growth and learning.

Educational Background

A bachelor's degree is mandatory.

Compensation

Competitive salary commensurate with experience.

This firm is committed to equal opportunity employment. All employment decisions, including hiring, promotion, and termination, are based on merit, competence, performance, and business needs. We uphold a policy of non-discrimination based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected by applicable law.



  • Walnut Creek, California, United States Soul Equity Solutions Full time

    Private Equity Associate Position OverviewAbout Soul Equity SolutionsSoul Equity Solutions is a specialized executive search firm located in New York City, focusing exclusively on recruitment for Private Equity firms in the Middle Market sector. We pride ourselves on delivering tailored recruitment services across various seniority levels throughout the...


  • Walnut Creek, California, United States Soul Equity Solutions Full time

    Private Equity Associate Position OverviewAbout Soul Equity SolutionsSoul Equity Solutions is a specialized executive search firm based in New York City, focusing exclusively on recruitment for Private Equity firms in the Middle Market sector. We are recognized for our tailored, high-touch service, conducting searches across various seniority levels...


  • Walnut Creek, California, United States Soul Equity Solutions Full time

    Private Equity AssociateAbout Soul Equity SolutionsSoul Equity Solutions is a specialized executive search firm based in New York City, dedicated to recruiting for Private Equity firms within the Middle Market sector. We focus on searches across all levels of seniority throughout the United States, catering to both investment and non-investment roles,...


  • Walnut Creek, California, United States Berkshire Hathaway Homestate Companies Full time

    Job SummaryWe are seeking a highly skilled Disbursement Financial Analyst to join our team at Berkshire Hathaway Homestate Companies. As a key member of our finance department, you will be responsible for effectively administering the disbursement of funds within the organization, ensuring accurate and timely payments, maintaining financial records, and...


  • Walnut Creek, California, United States Mechanics Bank Full time

    Job SummaryMechanics Bank is seeking a highly experienced Director of Wealth Management Operations to lead our Wealth Management team. As a key member of our organization, you will be responsible for overseeing the operational activities of our Wealth Management division, ensuring seamless execution of our business strategies.Key ResponsibilitiesManage and...


  • Walnut Creek, California, United States tapwage Full time

    Mechanics Bank is currently searching for a Sr. Lending Advisor to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in either our Walnut Creek, Roseville or Irvine offices.Originates new residential mortgage loans. Establishes and maintains...


  • Walnut Creek, United States Soul Equity Solutions Full time

    Private Equity Analyst About Soul Equity Solutions Soul Equity is a retained Executive Search firm, dedicated exclusively 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. Our...


  • Walnut Creek, United States The Judge Group Full time

    Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...


  • Walnut Creek, United States The Ladders Full time

    Job Type Full-time Description This position is located in our Walnut Creek Office, which is located at: 1220 Oakland Boulevard, Suite 200 Walnut Creek, CA 94596 The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and...


  • Walnut Creek, United States Integrated Pain Management Medical Group, Inc. Full time

    Job DescriptionJob DescriptionThe Vice President of Finance will be a strategic leader responsible for overseeing all aspects of our financial operations. This role will provide financial leadership and expertise, partnering with the CEO, CFO, and other members of the executive team to develop and execute our financial strategy. You will work with a talented...


  • Battle Creek, United States United Way of South Central Michigan Full time

    Job DescriptionJob DescriptionTitle:Equity, People, and Strategy Administrative Assistant, Site AdminGroup/Team:Equity, People, and Strategy & Executive AdministrationReports To:Executive Impact and Equity OfficerStatus:Full-timeFLSA Classification:Hourly, Non-ExemptMinimum starting wage::$21.59POSITION SUMMARYAs the Equity, People, and Strategy...

  • Staff Accountant

    1 month ago


    Walnut Creek, United States Navolio & Tallman LLP Full time

    Job DescriptionJob DescriptionDescription:We are looking for entry-level public accountants for our Walnut Creek office with 0-2 years of tax and/or audit experience who understand the importance of professionalism, technical excellence, and commitment to the highest industry standards. We offer a comprehensive range of taxation, advisory, compliance, audit,...


  • Walnut Creek, United States Navolio & Tallman LLP Full time

    Job DescriptionJob DescriptionDescription:We are a CPA firm headquartered in the San Francisco Bay Area, and we have recently opened an office in Reno, Nevada. We anticipate 15 to 20 percent growth within the next 5+ years. We are seeking a high-caliber, enthusiastic intern who understands the importance of professionalism, technical excellence, and...


  • Walnut Creek, United States Derivative Path Full time

    Job DescriptionJob DescriptionWho We AreDerivative Path is a private equity-backed, technology-focused capital markets and risk management firm that offers a best-in-class, end-user-focused derivatives and FX Payments platform (“DerivativeEDGE” or “EDGE”) and a full-service foreign exchange international payments solution (FXIP) that integrates...


  • Walnut Creek, United States Derivative Path Full time

    Job DescriptionJob DescriptionWho We AreDerivative Path is a private equity-backed, technology-focused capital markets and risk management firm that offers a best-in-class, end-user-focused derivatives and FX Payments platform (“DerivativeEDGE” or “EDGE”) and a full-service foreign exchange international payments solution (FXIP) that integrates...


  • Walnut Creek, United States Hughes Marino Full time

    Job DescriptionJob DescriptionAbout Us:Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user...


  • Walnut Creek, United States Hughes Marino Full time

    Job DescriptionJob DescriptionAbout Us:Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user...


  • Walnut Creek, United States Mission Wealth Management LP Full time

    Job DescriptionJob DescriptionAs a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team in Walnut Creek, CA! If you are ready to elevate your career in a leading wealth...


  • Walnut Creek, United States Mission Wealth Management LP Full time $65,000 - $75,000

    Job DescriptionJob DescriptionAs a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team in Walnut Creek, CA! If you are ready to elevate your career in a leading wealth...


  • Walnut Creek, United States Gridware Full time

    Job DescriptionJob DescriptionGridware exists to enhance and protect the mother of all networks: the electrical grid. The grid touches everyone and makes our modern economy possible. But it’s also fragile. When the grid goes down, everything grinds to a halt, and the consequences can be dire: wildfires burn, land is destroyed, property is damaged, progress...


  • Walnut Creek, United States Integrated Pain Management Medical Group, Inc. Full time

    Job DescriptionJob DescriptionPosition Overview:We are looking for an energetic and highly analytic person to oversee day-to-day strategic leadership and operational guidance for Boomerang Healthcare’s Revenue Cycle Department (RCM). The Director of RCM will report to the CFO and work closely with the CFO and VP of Finance. This position will work...


  • Johns Creek, Georgia, United States Stellar Consulting Solutions, LLC Full time

    About the RoleWe are seeking a highly skilled Business Systems Analyst to join our team at Stellar Consulting Solutions, LLC. As a key member of our organization, you will play a critical role in supporting the movement of internal and external project requests through the estimation process.Key ResponsibilitiesProject Scope and Estimation: Lead the initial...

  • Financial Analyst

    5 days ago


    Battle Creek, Michigan, United States WK Kellogg Co Full time

    About the RoleWe are seeking a highly skilled Financial Analyst to join our Sales Finance team at WK Kellogg Co. As a key member of our commercial organization, you will play a critical role in providing financial support and analysis to drive business growth and profitability.Key ResponsibilitiesManage trade and customer investment to optimize ROI for the...

  • Senior Data Engineer

    4 weeks ago


    Walnut Creek, United States Gridware Full time

    Job DescriptionJob DescriptionGridware's mission is to create a future where power outages and electric grid hazards (think wildfire ignition) are a thing of the past. We provide a truly full-stack (hardware + firmware + software) solution for the real-time monitoring of America’s critical infrastructure. The system centers around low-cost hardware...

  • Travel Nurse RN

    4 weeks ago


    Walnut Creek, United States Ardor Health Solutions Full time

    Ardor Health Solutions is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Walnut Creek, California. Job Description & Requirements Specialty: PCU - Progressive Care Unit Discipline: RN Start Date: 09/10/2024 Duration: 17 weeks 48 hours per week Shift: 12 hours, nights Employment Type: Travel Location: Walnut Creek,...

  • Senior Data Engineer

    4 weeks ago


    Walnut Creek, United States Gridware Full time

    Job DescriptionJob DescriptionGridware's mission is to create a future where power outages and electric grid hazards (think wildfire ignition) are a thing of the past. We provide a truly full-stack (hardware + firmware + software) solution for the real-time monitoring of America’s critical infrastructure. The system centers around low-cost hardware...