Private Equity Associate: Diligence, Modeling & Deals

Soul Equity Solutions; Philadelphia (Philadelphia County); On-site; USD 90,000 - 135,000; Full time

Job summary

Soul Equity Solutions is seeking a Private Equity Deal Team Associate for a Summer 2027 start in the Philadelphia area. The role supports senior investment professionals in sourcing, due diligence, and portfolio management across a variety of middle-market opportunities.

Responsibilities include financial modeling, due diligence coordination with third parties, and preparing investment memos for committee approval; the role also involves industry research and routine investor reporting to

Qualifications

• Minimum of 2 years of experience in investment banking, private equity, or financial consulting.
• Need to have the financial tools required for private equity.

Responsibilities

• 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

Education

Undergraduate degree

Job description

Soul Equity Solutions is seeking a Private Equity Deal Team Associate for a Summer 2027 start in the Philadelphia area. The role supports senior investment professionals in sourcing, due diligence, and portfolio management across a variety of middle-market opportunities.

Responsibilities include financial modeling, due diligence coordination with third parties, and preparing investment memos for committee approval; the role also involves industry research and routine investor reporting to