Soul Equity Solutions · 3 days ago
Deal Team Sr Assoc - San Francisco
San Francisco, CA
Full-time
Onsite
Mid, Senior Level
$30/hr - $50/hr
4+ years expSoul Equity Solutions is a private equity firm based in the San Francisco Bay area, focused on lower middle-market investing. The Senior Associate will support investment professionals in sourcing, due diligence, and portfolio management, while also engaging with portfolio companies and building industry relationships.
Venture Capital & Private Equity
Responsibilities
Build and maintain detailed financial models and perform analysis with limited oversight from leadership
Conduct industry research and company analysis; lead the due diligence process for new investment opportunities
Prepare presentation materials that clearly reflect the firm’s priorities and focus areas
Partner with leadership to monitor strategic, operational, and financial performance of portfolio companies
Engage with portfolio company senior executives to drive the firm’s strategic priorities
Support intermediary relationships to drive deal flow, including coordinating and leading meetings and developing relationships with peer staff at intermediary firms
Support fundraising and investor relations activities
Attend industry conferences and build a network within the target industries
Leverage AI-driven tools for deal sourcing, due diligence, and portfolio monitoring to accelerate analysis, uncover insights, and enhance decision-making efficiency
Qualification
Required
4 years of total professional experience (buy-side and sell-side experience preferred)
Experience in middle market investment banking or private equity required
An undergraduate degree is required
Excellent financial modeling, Excel, and quantitative skills
Strong verbal and written communication skills, and expertise with PowerPoint
Proven ability to manage and prioritize multiple projects effectively
Exceptional attention to detail
Preferred
buy-side and sell-side experience preferred
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