Private Equity Deal Associate - Summer 2027

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

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.