Hands-On Private Equity Senior Associate: Sourcing to Exit

Soul Equity Solutions; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Soul Equity Solutions in Miami, FL is seeking a Private Equity Senior Associate to join a hands-on investment team. The role focuses on sourcing, due diligence, and portfolio management across lower middle-market opportunities.

You will build financial models, draft memos for IC approvals, and coordinate with diligence partners, while supporting ongoing portfolio monitoring and strategic initiatives within a collaborative, entrepreneurial culture.

Qualifications

• 4–6 years of experience in investment banking, private equity, and/or transaction advisory services.
• Lower middle market experience a plus.
• Undergraduate degree required; relevant advanced degrees a plus.
• Strong analytical and communication skills, both verbal and written.
• Ability to multi-task in a dynamic environment, work independently, and meet deadlines.

Responsibilities

• Build financial models to analyze cash flows, investment returns, and enterprise values for new opportunities and existing portfolio companies.
• Prepare investment memos and other approval materials for the Investment Committee.
• Conduct industry research on market size, growth prospects, demand drivers, and key competitors.
• Facilitate diligence activities with third‑party partners (e.g., senior lenders, accountants, attorneys, IT and strategy consultants).
• Assist with ongoing monitoring and ad‑hoc strategic projects for portfolio companies; compile financial reports and valuation estimates.

Skills

Financial modeling

Analytical thinking

Communication skills

Multi-tasking

Education

Undergraduate degree

Advanced degrees a plus

Job description

Soul Equity Solutions in Miami, FL is seeking a Private Equity Senior Associate to join a hands-on investment team. The role focuses on sourcing, due diligence, and portfolio management across lower middle-market opportunities.

You will build financial models, draft memos for IC approvals, and coordinate with diligence partners, while supporting ongoing portfolio monitoring and strategic initiatives within a collaborative, entrepreneurial culture.