Soul Equity Solutions · 1 day ago
Deal Team Associate, San Francisco
San Francisco, CA
Full-time
Onsite
Entry, Mid Level
$30/hr - $50/hr
2+ years expSoul Equity Solutions is a private equity firm based in the San Francisco Bay area, focused on lower middle-market investing. The Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions, including financial analysis, industry research, and facilitating third-party diligence activities.
Venture Capital & Private Equity
Responsibilities
Create financial models to analyze cash flows, investment returns, and enterprise values for new investment opportunities and existing portfolio companies
Prepare memos and other approval materials for the Investment Committee
Conduct research on market size, growth prospects, demand drivers, key competitors, etc
Facilitate diligence activities with third-party partners (e.g., senior lenders, accountants, attorneys, IT consultants, strategy consultants)
Assist with ongoing monitoring and ad hoc strategic projects for portfolio companies
Qualification
Required
Minimum of 2 years of experience in investment banking, leveraged finance or management consulting
Strong analytical, financial and communication (verbal and written) skills
Outstanding organizational abilities
Team player
Self-starter
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