Senior Associate - Philadelphia

Soul Equity Solutions; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Job summary

A private investment firm in Philadelphia is seeking a Senior Associate to manage transactions, lead workstreams, and analyze investment opportunities. Candidates should possess strong financial acumen, negotiation skills, and a background in private equity or investment banking. The firm values mature and responsible individuals who can coach junior staff and effectively communicate investment strategies. This is a full-time position with competitive salary depending on experience.

Qualifications

• Previous transaction experience on either the buy or sell side.
• Ability to interpret financial statements with advanced accounting knowledge.
• Clear, concise business writing skills.
• Previous lower middle market private equity a plus.
• Investment banking background highly preferred.
• Previous work experience of 4+ years.

Responsibilities

• Help manage and lead various workstreams on the transaction team.
• Run all portions of the deal process: deal origination, execution, etc.
• Analyze business plans and communicate investment theses.
• Analyze complex financial models including sensitivity analyses to compare financing sources and capital structures.
• Prepare and present investment recommendations to the Investment Committee.
• Coach junior staff and share firm best practices across modeling and deal process.

Skills

Analytical skills

Communication skills

Financial analysis

Negotiation skills

Team leadership

Education

Strong academic credentials

Bachelor's degree in finance or related field

MBA or CFA a plus

Job description

The Senior Associate will join a private investment firm in the Philadelphia, PA office. This firm focuses on lower middle market, investing across all industry segments. The firm has over 5 funds and currently has several platform companies.

Responsibilities

• Will help leader of the transaction team, managing and leading various workstreams simultaneously
• Demonstrates the ability to run all portions of the deal process: deal origination, modeling, due diligence, execution, and exit
• Demonstrates an ability to analyze business plans, communicate an investment thesis and effectively negotiate an LOI
• Demonstrates an ability to understand complex financial modeling including sensitivity analysis to support potential investment opportunities. Can effectively compare financing sources (including sensitivity analyses) to select optimum provider and capital structures
• Assist in preparation and presentation of investment recommendations to the firm’s Investment Committee
• Needs to be able to effectively coach junior staff and share firm best practices (modeling, deal process, etc.)
• Demonstrates ability to participate in and occasionally lead negotiations on behalf of the firm for new investments dealing with partnership arrangements, financing agreements, and other project contracts which impact the project return
• Establish and maintain relationship with industry, trade and professional organizations to enhance visibility of the firm and its portfolio companies in the marketplace
• Demonstrates ability to manage a network of contacts for due diligence and deal flow generation
• Identify new market segments for potential investment and work with the business development team to identify and engage target companies
• Demonstrates ability to bring deal flow to the firm
• Capable of reviewing portfolio company valuations
• Conduct market research to assess a company’s growth potential
• Capable of representing the firm as a board member of portfolio companies

Qualifications

• Strong academic credentials
• Ability to review and interpret financial statements with an advanced understanding of accounting
• Mature, responsible and motivated; complement existing private equity transaction team
• Highly analytical, with a bias toward supporting claims with data
• Previous transaction experience on either the buy or sell side
• Strong interpersonal and communication skills
• Clear, concise business writing skills
• Previous lower middle market private equity a plus
• Investment banking background highly preferred
• Previous work experience of 4+ years

Salary is competitive, depending on experience.

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.

Location: Philadelphia, PA. Employment type: Full‑time. Seniority level: Mid‑Senior level.