Senior Investment Banking Associate

2 days ago


Cleveland, Ohio, United States Soul Equity Solutions Full time

About the Firm

Soul Equity Solutions works exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies.

About the Role

The Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm.

Key Responsibilities

  • Create financial models to analyze cash flows, investment returns, and enterprise values for new investment opportunities and existing portfolio companies.
  • Prepare memos and other approval materials for the Investment Committee.
  • Conduct research on market size, growth prospects, demand drivers, key competitors, etc.
  • Facilitate diligence activities with third-party partners (e.g., senior lenders, accountants, attorneys, IT consultants, strategy consultants).
  • Assist with ongoing monitoring and ad hoc strategic projects for portfolio companies.
  • Compile financial reports and valuation estimates of current portfolio companies for current and potential investors.
  • Provide support and attend industry events, conferences, trade shows, etc.

Salary

The estimated annual salary for this role is $180,000-$230,000, based on experience.

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