Private Equity Associate

Soul Equity Solutions; Chicago (IL); Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Soul Equity Solutions, a NYC-based boutique private equity search firm with operations across the US, is seeking an Associate for its private equity practice in the Chicago area. The role focuses on investment sourcing, rigorous due diligence, financial modeling, and portfolio monitoring to support senior investment professionals.

The ideal candidate will have at least 2 years in investment banking or private equity, with lower middle-market experience a plus.

Formación

• Minimum of 2 years of experience in investment banking or private equity.
• Lower middle-market experience is a plus.
• Undergraduate degree is required.

Responsabilidades

• Support senior investment professionals in sourcing, due diligence, and portfolio management.
• Prepare investment memos and approval materials for the Investment Committee.
• Create financial models to analyze cash flows, investment returns, and enterprise values for opportunities and portfolio companies.
• Conduct industry research on market size, growth prospects, demand drivers, and competitors.
• Facilitate diligence with third‑party partners and assist with portfolio monitoring and ad hoc projects.

Conocimientos

Analytical skills

Communication

Team player

Attention to detail

Educación

Undergraduate degree

Descripción del empleo

The Associate will join a middle-market private equity firm with offices in Chicago and the Washington D.C. metro area. Our client focuses on distribution, logistics, or industrial and business services sectors. This is an exciting opportunity to join a well-established, highly regarded firm which prides itself on its collaborative, dynamic culture and close partnerships with founder-owned businesses.

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.

Professional Experience & Qualifications

Minimum of 2 years of experience in investment banking or private equity, with lower middle-market experience a plus.

Personal Characteristics

Ability to multi-task in a dynamic environment, work independently, prioritize work effectively, and meet stringent deadlines while maintaining high quality of work standards.

• Team player
• Strong analytical and communication (verbal and written) skills
• High attention to detail

Education

An undergraduate degree is required.

About Soul Equity Solutions

Soul Equity Solutions is a NYC based boutique executive search firm, exclusively recruiting for Private Equity Middle Market firms. We conduct searches at all seniority levels throughout the US for both investor roles and non-investing roles (including Business Development, Investor Relations). We are well known for our highly boutique, specialized service. Our clients and candidates rely on our personal approach, strong connections, and supportive process to meet their objectives.

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.