Soul Equity Solutions · 4 days ago
Advanced Associate - PE Deal Team - Phil
Philadelphia, PA
Full-time
Onsite
Mid Level
$190K/yr - $235K/yr
3+ years expSoul Equity Solutions is a Private Equity firm that collaborates with lower middle-market companies to build accelerated growth. The Advanced Associate will support investment sourcing, due diligence, and portfolio management functions, working closely with senior investment professionals.
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
Compile financial reports and valuation estimates of current portfolio companies for current and potential investors
Provide support and attend industry events, conferences, trade shows, etc
Qualification
Required
Minimum of 3+ years of experience in investment banking, private equity or credit/lending, with lower middle-market experience a plus
An undergraduate degree is required
Preferred
Relevant advanced degrees are a plus
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