Private Equity Associate

7 days ago

Cleveland, Ohio, United States Soul Equity Solutions Full time
About Soul Equity Solutions

Soul Equity Solutions is a retained Executive Search firm dedicated to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent.

About the Role

The Associate will join a private investment firm in their Cleveland office, focusing on middle market acquisitions with $6-60M EBITDA. The firm primarily invests in business products, business services, healthcare, and information technology sectors.

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 years of experience in middle-market investment banking, private equity.
  • Ability to multi-task in a dynamic environment, work independently, prioritize work effectively, and meet stringent deadlines while maintaining high-quality work standards.
  • Team player, self-starter, strong analytical and communication skills, ability to work well with portfolio companies, outstanding organizational abilities, high attention to detail, and desire to learn.
  • An undergraduate degree is required.
Compensation

Salary is competitive, depending on experience. Total cash compensation ranges from $180,000 - $230,000.

This firm 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.

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