Private Equity Sr Associate or VP

2 weeks ago


Philadelphia, PA, United States Soul Equity Solutions Full time
Private Equity Senior Associate or Vice President

About the Role

The Senior Associate or Vice President will join a private investment firm, in their Philadelphia, PA office. This firm focuses on middle market, acquiring businesses with up to $100M in revenue. They primarily invest in the business services, healthcare, consumer industries but will invest across all industry segments. For more information on this firm, please apply.

Key Responsibilities

The Senior Associate or VP will join senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm.

Key Responsibilities

Deal Origination & Sourcing:
  • Identify and develop new investment opportunities through networking, conferences, and intermediary relationships.
  • Collaborate with industry experts to develop sector-specific investment theses.
  • Maintain and leverage a network of investment bankers, advisors, and other intermediaries.
Transaction Execution:
  • Lead and coordinate the deal process from diligence to closing, including financial modeling, valuation, and negotiation.
  • Perform in-depth analysis of financial statements, industry trends, and market dynamics.
  • Manage relationships with legal, tax, and financial advisors during the execution process.
  • Oversee the preparation of investment committee materials and present findings to senior leadership.
Portfolio Company Management:
  • Work closely with portfolio companies to drive growth, operational improvement, and strategic initiatives.
  • Monitor key performance indicators (KPIs) and financial performance across portfolio companies.
  • Support exit strategies through preparation for sale, IPO, or strategic partnership.
Team Leadership:
  • Mentor and develop Analysts and Associates on the deal team.
  • Collaborate with internal teams (investor relations, finance, legal) to align strategy and processes.
Deal Pipeline Management
  • Maintain a robust pipeline of potential investment opportunities and prioritize resources accordingly.
  • Maintain relationships with industry experts, advisors, and potential management teams.
  • Develop and expand industry knowledge to aid in deal flow.
Professional Experience & Qualifications
  • Bachelor's degree in Finance, Economics, or a related field; MBA or CFA preferred.
  • 4-6 years of relevant experience, with 2+ years in private equity and 2+ years in investment banking.
  • LMM private equity experience is a plus.
  • Proven track record of leading transactions, including M&A, leveraged buyouts, and growth equity investments.
  • Strong financial modeling, valuation, and analytical skills.
  • Excellent negotiation and communication skills, with the ability to influence both internal and external stakeholders.
  • Ability to manage multiple projects simultaneously and perform under pressure.
  • Strong leadership and mentoring abilities.
  • Knowledge of relevant industries (e.g., healthcare, technology, consumer, industrials) is a plus.

Salary

Salary is competitive, depending on experience.

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 boutique recruiting experience is highly bespoke and curated to our clients' needs.

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.

  • Philadelphia, PA, United States Truenorth Executive Search, Inc. Full time

    Chief Financial Officer - Commercial Services - Private Equity Our client is a well-established middle-market commercial services business recently backed by a highly accomplished private equity investor. They are seeking a Chief Financial Officer to partner strategically with the executive team as the company moves to the next level.The CFO will build and...


  • Philadelphia, PA, United States Truenorth Executive Search, Inc. Full time

    Chief Financial Officer - Commercial Services - Private Equity Our client is a well-established middle-market commercial services business recently backed by a highly accomplished private equity investor. They are seeking a Chief Financial Officer to partner strategically with the executive team as the company moves to the next level.The CFO will build and...


  • Philadelphia, PA, United States Springer Capital, LLC Full time

    Springer Capital, LLCReal Estate Private EquityPhiladelphia, PASummer Analyst - Paid Internship 10 weeks, June 2026 - August 2026 Overview: The goal of this Summer Analyst role is to provide exposure to the multifamily real estate business and the basics of real estate operating and investing principles. This role will collaborate with all members of the...


  • Philadelphia, PA, United States Springer Capital, LLC Full time

    Springer Capital, LLCReal Estate Private EquityPhiladelphia, PASummer Analyst - Paid Internship 10 weeks, June 2026 - August 2026 Overview: The goal of this Summer Analyst role is to provide exposure to the multifamily real estate business and the basics of real estate operating and investing principles. This role will collaborate with all members of the...


  • Philadelphia, PA, United States Springer Capital, LLC Full time

    Springer Capital, LLCReal Estate Private EquityPhiladelphia, PASummer Analyst - Paid Internship 10 weeks, June 2026 - August 2026 Overview: The goal of this Summer Analyst role is to provide exposure to the multifamily real estate business and the basics of real estate operating and investing principles. This role will collaborate with all members of the...


  • Philadelphia, PA, United States The Pennsylvania Horticultural Society Full time

    Position Overview: The Executive Assistant to the VP of Shows & Events plays a pivotal role in supporting the leadership and operational success of the Philadelphia Flower Show and related initiatives. This position ensures the VP's time, communications, and priorities are effectively managed, enabling both smooth day-to-day operations and long-term...


  • Philadelphia, PA, United States Nomura International Full time

    The pay range for this position at commencement of employment is expected to be between $280-320k year*Company overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments...


  • Philadelphia, PA, United States Nomura International Full time

    The pay range for this position at commencement of employment is expected to be between $280-320k year*Company overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments...


  • Philadelphia, PA, United States Comcast Full time

    Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and...


  • Philadelphia, PA, United States Comcast Full time

    Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and...