PE Associate - 2026 start - Cleveland - Dallas jobs in United States
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Soul Equity Solutions · 4 hours ago

PE Associate - 2026 start - Cleveland - Dallas

Soul Equity Solutions is a private equity firm focused on lower middle market investments. The Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions, including financial analysis and industry research.

Venture Capital & Private Equity

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

Qualification

Financial analysisInvestment banking experiencePrivate equity experienceIndustry researchAnalytical skillsTeam playerSelf-starterCommunication skillsOrganizational abilities

Required

Minimum of 2 years of experience in middle-market investment banking, private equity
Team player
Self-starter
Strong analytical, financial and communication (verbal and written) skills
Outstanding organizational abilities

Company

Soul Equity Solutions

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*** 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.

Funding

Current Stage
Early Stage

Leadership Team

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Lori Gleeman
Founder/CEO
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Company data provided by crunchbase