Associate - LMM Private Equity - Cleveland

Soul Equity Solutions; Cleveland (OH); On-site; USD 110,000 - 120,000; Full time

Job summary

A leading executive search firm located just outside Cleveland, OH, is seeking an Associate to join their deal team. The role involves financial modeling, investment analysis, and conducting thorough industry research. Candidates should have a minimum of 2 years experience in investment banking or private equity and possess strong analytical skills. Offering a competitive salary between $110,000 and $120,000 plus bonus, this is an excellent opportunity for those wanting to grow in the field of finance.

Qualifications

• Minimum of 2 years in investment banking, private equity, or financial consulting.
• Strong financial analysis skills.
• Desire to grow within the company is preferred.
• Collaborative team player with accountability.
• Exceptional analytical and communication skills.
• Detail-oriented with commitment to accuracy.

Responsibilities

• Create financial models for investment opportunities.
• Prepare memos for the Investment Committee.
• Conduct market research on industry trends.
• Facilitate diligence with third-party partners.
• Assist in portfolio management and strategic projects.
• Compile financial reports for investors.

Skills

Financial analysis

Analytical skills

Verbal communication

Written communication

Attention to detail

Team collaboration

Education

Undergraduate degree

Job description

Associate - LMM Private Equity - Cleveland

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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

• 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.

Seniority level

Associate

Employment type

Full-time

Job function

Finance

Industries

Venture Capital and Private Equity Principals

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