Soul Equity Solutions · 3 months ago
Senior Analyst - Private Equity - Cleveland
Cleveland OH
Full-time
Onsite
Mid, Senior Level
1+ years expSoul Equity Solutions is a retained Executive Search firm that specializes in guiding Middle Market Private Equity Firms and their Portfolio Companies. They are seeking a Senior Analyst to support investment underwriting, due diligence processes, and portfolio management in their Cleveland office.
Venture Capital & Private Equity
Responsibilities
Support the investment underwriting and due diligence process (e.g., modeling, memos, data room management, industry research)
Run extensive analytical analysis on financial, customer, product, market information, etc. to clearly articulate trends within businesses
Support investor relations with preparation of quarterly and annual materials, including individual asset updates, fund level performance analysis, and annual presentations
Compile market research on new investments and provide a deliverable accurately summarizing the state of the industry
Provide portfolio management support for existing investments including budgeting expected performance, evaluating actual performance, and implementing portfolio management processes including continuous improvement
Qualification
Required
Proactive with an exceptional work ethic and a background reflecting a high level of achievement
1+ years of experience in investment banking, private equity, transaction advisory, lending, consulting, or other relevant M&A experience
Bachelor's degree or greater
Knowledge of basic accounting concepts and financial modeling techniques
Advanced Excel and PowerPoint skills, including the ability to use pivot tables, generate charts, and appropriately summarize data
Strong written and verbal communication skills
Strong analytical skills
Ability to cultivate and maintain strong (in-person and virtual) relationships
Ability to work in dynamic and entrepreneurial environments, which includes ambiguity and changing priorities
Excited about working and living in Cleveland, Ohio
Company
Soul Equity Solutions
*** Please see our website to apply for our open private equity job postings! https://www.soulequitysolutions.com/jobs/ Welcome to Soul Equity —a NYC-based, boutique, woman-owned executive search firm passionately dedicated to elevating Middle Market Private Equity Firms, independent sponsors, and family offices across the United States.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Lori Gleeman
Founder/CEO
Company data provided by crunchbase