Private Equity Senior Associate

Soul Equity Solutions; Boston (MA); On-site; USD 80,000 - 120,000; Full time

Job summary

Soul Equity Solutions is looking for a Senior Associate to join their Boston office. This role involves supporting senior investment professionals in sourcing investments, conducting financial analyses, and managing portfolios. Candidates with 2-3 years of experience in investment banking or private equity are encouraged to apply.

The firm has a collaborative culture and invests between $40-60M in companies with significant EBITDA. A competitive salary will be offered based on experience.

Qualifications

• Minimum of 2-3 years of experience in investment banking, private equity, leveraged finance or management consulting.
• Experience with lower middle-market is a plus.

Responsibilities

• Create financial models to analyze cash flows and investment returns.
• Prepare memos and approval materials for the Investment Committee.
• Conduct research on market size and key competitors.
• Facilitate diligence activities with third-party partners.
• Assist with ongoing monitoring for portfolio companies.

Skills

Financial analysis

Industry research

Diligence activities facilitation

Education

Undergraduate degree

Job description

The Senior Associate will join a middle-market private equity firm in their Boston, MA office. Our client focuses on business services, healthcare services, and manufacturing, investing $40-60M in businesses with EBITDA of at least $5M. Fund IV closed in November 2023 and was oversubscribed at $456M. This is an exciting opportunity to join a well-established, highly regarded firm which prides itself on its collaborative, dynamic culture and close partnerships with founder-owned businesses.

Additional firm highlights include:

• Team size (Deal and Operations): ~10
• $1.2B AUM
• Preferred Investment Amount: $40-60M
• Preferred Company Valuation: $30-200M
• Preferred EBITDA: $5M+

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 - 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 2-3 years of experience in investment banking, private equity, leveraged finance or management consulting, with lower middle-market experience a plus.

Education

An undergraduate degree is required.

Salary is competitive, depending on experience.

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.