Job Description
Private Equity Associate About the Role
This Associate role is on the deal team of this lower middle-market independent sponsor located just outside Cleveland, OH. The firm invests in a variety of sectors including Business Support Services, Construction, Industrials.
Key Responsibilities
The Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm. Specific 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
Professional Experience & Qualifications
- Minimum of 2 years of experience in investment banking, private equity, financial consulting, or other analytical background.
- Strong financial analysis skills.
- Preference for candidates who want to grow internally (senior associate → principal/VP).
- Collaborative team player with a strong sense of accountability
- Exceptional analytical skills coupled with excellent verbal and written communication abilities
- Meticulous attention to detail and commitment to accuracy
Education
An undergraduate degree is required.
Salary Salary ranges from $110,000 - $120,000 base, plus annual bonus.
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.
Job Tags
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