Private Equity Associate or Senior Associate

Soul Equity Solutions; Boston (MA); On-site; USD 200,000 - 220,000; Full time

Job summary

Soul Equity Solutions is seeking a Private Equity Associate or Senior Associate to join the Boston deal team. The role centers on lower middle-market opportunities across technology, business services, healthcare, and more, with responsibilities spanning financial modeling, investment memo preparation, industry research, and due diligence coordination.

Ideal candidates bring 2+ years in IB/PE/related fields and hold an undergraduate degree, thriving in a collaborative, results-driven environment.

Qualifications

• Minimum of 2 years of experience in investment banking, private equity, leveraged finance, or management consulting.
• Undergraduate degree is required.
• Strong analytical and communication (verbal and written) skills.
• Team player and self-starter with high attention to detail.

Responsibilities

• Financial analysis: build models to analyze cash flows, returns, and enterprise value.
• Prepare investment committee memos and approval materials.
• Conduct industry research on market size, growth prospects, and competitors.
• Facilitate due diligence with third parties (lenders, accountants, attorneys, IT/strategy consultants).
• Assist with portfolio monitoring and ad hoc strategic projects.

Skills

Team player

Self-starter

Analytical skills

Communication skills

Education

Undergraduate degree

Job description

Private Equity Associate or Senior Associate| Boston, MA

About The Role

This Associate or Senior Associate role sits on the deal team of a well-established lower middle-market private equity firm in Boston, MA. The firm invests across technology, business services, consumer services, healthcare, manufacturing, and distribution — targeting businesses with $1M+ of EBITDA — and is currently investing out of its eighth fund. Known for its collaborative, dynamic culture and close partnerships with founder-owned management teams, this is a rare chance to join a mature, proven platform still moving with real momentum.

Key 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 - 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, private equity, leveraged finance, or management consulting, 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
• Self-starter
• Strong analytical and communication (verbal and written) skills
• High attention to detail

Education

An undergraduate degree is required.

Salary

$200-220k total compensation

Find your fit - View all open positions at Soul Equity.

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.