Senior Investment Professional

2 days ago


Philadelphia, Pennsylvania, United States Soul Equity Solutions Full time
About the Role

The Senior Investment Professional will join a private investment firm in Philadelphia, PA, focusing on lower middle-market acquisitions with up to $100M in revenue. Key responsibilities include:

  • 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 4 years of experience in investment banking, private equity, or credit/lending, with lower middle-market experience a plus. Experience in private equity is required. An undergraduate degree is required, with relevant advanced degrees a plus. Salary is competitive, depending on experience.

This firm is an equal opportunity employer. All aspects of employment, including hiring, promotion, discipline, or discharge, will be based on merit, competence, performance, and business needs. The firm does 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.



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