Private Equity Associate 2027 start

Soul Equity Solutions; Philadelphia (Philadelphia County); On-site; USD 90,000 - 140,000; Full time

Job summary

Soul Equity Solutions in Philadelphia is seeking a Private Equity Deal Team Associate for a Summer 2027 start. The role supports the deal team across sourcing, due diligence, and portfolio management, with responsibilities including financial modeling, investment memo preparation, and industry research. An undergraduate degree is required, with at least two years in IB/PE/financial consulting and strong PE tool proficiency.

Qualifications

• Minimum of 2 years of experience in investment banking, private equity, or financial consulting.
• Strong financial modeling and PE tool proficiency.
• Bachelor's degree required.

Responsibilities

• Support senior investment professionals in sourcing, due diligence, and portfolio management.
• Prepare investment memos and approval materials for Investment Committee.
• Conduct industry research on market size, growth, and competitors.
• Coordinate diligence activities with third-party partners (lenders, accountants, attorneys, IT/strategy consultants).
• Assist with portfolio monitoring and ad hoc strategic projects for portfolio companies.
• Compile financial reports and valuation estimates for current and prospective investors.

Skills

Financial modeling

Due diligence

Industry research

Strong communication

Education

Undergraduate degree

Tools

Excel

PowerPoint

Bloomberg

Job description

Private Equity Deal Team Associate (Summer 2027 start) - Philadelphia, P.A.

About the Role

This Associate role is on the deal team of this lower middle-market PE firm located just outside Philadelphia, PA. The firm invests in a variety of sectors including medical device manufacturing, IT and data management, Human Capital management, and knowledge & learning.

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 - Research 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 (by Summer 2027) in investment banking, private equity, or financial consulting.
• Need to have the financial tools required for private equity.

Personal Characteristics:

• Ability to multitask in a dynamic environment, work independently, prioritize work effectively, and meet stringent deadlines while maintaining high-quality work standards.
• Team player
• Strong analytical and communication (verbal and written) skills
• Outstanding organizational abilities
• High attention to detail

Education

An undergraduate degree is required.

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.