Private Equity Associate

Soul Equity Solutions; Washington (District of Columbia); On-site; USD 120,000 - 160,000; Full time

Job summary

Soul Equity Solutions, a NYC-based boutique executive search firm, seeks a Private Equity Associate to join a middle-market team with offices in the DC metro area and Chicago. You will support senior investment professionals in sourcing, due diligence, and portfolio management for distribution, logistics, industrial, and business services sectors.

Minimum 2 years of experience in investment banking or private equity is required, with the ability to multi-task in a dynamic environment, and to

Qualifications

• 2+ years of experience in investment banking or private equity.
• Strong analytical and quantitative abilities.
• Excellent verbal and written communication skills.

Responsibilities

• Financial analysis: Build models to evaluate cash flows, returns, and enterprise value for new opportunities and existing portfolio companies.
• Investment materials: Prepare memos and other materials for Investment Committee approvals.
• Industry research: Analyze market size, growth prospects, and competitive dynamics.
• Third-party diligence: Coordinate diligence with lenders, accountants, attorneys, IT and strategy consultants.
• Portfolio management: Support ongoing monitoring and strategic projects for portfolio companies.

Skills

Financial analysis

Due diligence

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.

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.