Private Equity Associate or Sr Associate - Pittsburgh

Soul Equity Solutions; Pittsburgh (Allegheny County); On-site; USD 100,000 - 125,000; Full time

Job summary

Join a dynamic private investment firm as an Associate or Senior Associate in Pittsburgh, focusing on lower middle-market investments across various sectors like industrials and healthcare. This role involves creating financial models, preparing investment approval materials, conducting industry research, and facilitating diligence activities with third-party partners. Ideal candidates will have 2-3 years of experience in investment banking or private equity, strong analytical skills, and the ability to thrive in a fast-paced environment. This is a fantastic opportunity to contribute to strategic projects and investor relations while working alongside a collaborative team.

Qualifications

• 2-3 years of experience in investment banking or private equity is required.
• Strong analytical and communication skills are essential.

Responsibilities

• Create financial models for investment analysis and portfolio management.
• Prepare memos for the Investment Committee and conduct industry research.

Skills

Financial analysis

Industry research

Communication skills

Analytical skills

Organizational abilities

Education

Undergraduate degree

Relevant advanced degrees

Job description

Private Equity Associate or Senior Associate

About the Role

The Associate or Senior Associate will join an established private investment firm in their Pittsburgh office. This firm focuses their investments in lower middle market businesses, investing in several industries including industrials and healthcare.

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.
• Investor relations and fundraising – Compile financial reports and valuation estimates of current portfolio companies for current and potential investors.
• Marketing – Provide support and attend industry events, conferences, trade shows, etc.

Professional Experience & Qualifications

Minimum of 2-3 years of experience in investment banking, private equity, or credit/lending, 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
• Outstanding organizational abilities
• High attention to detail

Education

An undergraduate degree is required. Relevant advanced degrees are a plus.