Soul Equity Solutions · 2 days ago
Associate - Private Equity Deal Team - Dallas
Dallas, TX
Full-time
Onsite
Entry Level
2+ years expSoul Equity Solutions is a fast-growing, entrepreneur-led middle-market private equity platform. The Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm.
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
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
Preferred
Experience in financial analysis, including creating financial models to analyze cash flows, investment returns, and enterprise values
Experience in preparing investment approval materials for the Investment Committee
Experience in conducting industry research on market size, growth prospects, demand drivers, key competitors, etc
Experience in facilitating diligence activities with third-party partners (e.g., senior lenders, accountants, attorneys, IT consultants, strategy consultants)
Experience in portfolio management and assisting with ongoing monitoring and ad hoc strategic projects for portfolio companies
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