Private Equity Associate

Soul Equity Solutions; Washington (District of Columbia); On-site; USD 120,000 - 180,000; Full time

Job summary

Soul Equity Solutions, a middle-market private equity firm with offices in Chicago and the Washington D.C. metro area, is seeking an Associate to support senior investment professionals in sourcing, due diligence, and portfolio management within a collaborative, dynamic culture.

You will create financial models, prepare investment memos, perform industry research, coordinate third-party diligence, and assist with portfolio monitoring.

Qualifications

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

Responsibilities

• Financial analysis: Create financial models to analyze cash flows, investment returns, and enterprise values.
• 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.

Skills

Financial analysis

Cash flow modeling

Industry research

Due diligence

Portfolio monitoring

Written communication

Education

Undergraduate degree

Job description

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.

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.