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Private Equity Investment Associate

2 months ago


San Francisco, California, United States Soul Equity Solutions Full time
About the Role

The Private Equity Associate will join a private investment firm, in their San Francisco Bay area office. This firm focuses on middle market, acquiring businesses with up to $100M in revenue. They primarily invest in the business services, e-healthcare, consumer industries but will invest across all industry segments. The firm raised their second fund in 2023, totaling of ~$175 million.

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.
Professional Experience & Qualifications

Minimum of 2-3 years of experience in middle-market investment banking, private equity.

Personal Characteristics
  • Ability to multi-task in a dynamic environment, work independently, prioritize work effectively, and meet stringent deadlines while maintaining high quality of work standards.
  • Team player
  • Self-starter
  • Strong analytical and communication (verbal and written) skills
  • Ability to work well with portfolio companies is important
  • Outstanding organizational abilities
  • High attention to detail
  • Desire to learn
Education

An undergraduate degree is required.

Salary

Salary is competitive, depending on experience.

Company Culture

Soul Equity Solutions is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of 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 under federal, state, or local law.