Soul Equity Solutions
Overview
Senior Analyst - Private Equity at Soul Equity Solutions. The Senior Analyst will join a private investment firm in their Cleveland office. This firm focuses on middle market acquisitions in the niche manufacturing and related sectors. For more information about this firm, please apply to this job. Responsibilities
Support the investment underwriting and due diligence process (e.g., modeling, memos, data room management, industry research) Run extensive analytical analysis on financial, customer, product, market information, etc. to clearly articulate trends within businesses Support investor relations with preparation of quarterly and annual materials, including individual asset updates, fund level performance analysis, and annual presentations Compile market research on new investments and provide a deliverable accurately summarizing the state of the industry Provide portfolio management support for existing investments including budgeting expected performance, evaluating actual performance, and implementing portfolio management processes including continuous improvement Qualifications
Proactive with an exceptional work ethic and a background reflecting a high level of achievement 1+ years of experience in investment banking, private equity, transaction advisory, lending, consulting, or other relevant M&A experience Bachelor’s degree or greater Knowledge of basic accounting concepts and financial modeling techniques Advanced Excel and PowerPoint skills, including the ability to use pivot tables, generate charts, and appropriately summarize data Strong written and verbal communication skills Strong analytical skills Ability to cultivate and maintain strong (in-person and virtual) relationships Ability to work in dynamic and entrepreneurial environments, which includes ambiguity and changing priorities Excited about working and living in Cleveland, Ohio Salary
Salary is competitive, depending on experience. About Soul Equity Solutions
Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies. Our boutique recruiting experience is highly bespoke and curated to our clients’ needs. Equal Opportunity
This firm is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Employer Details
Seniority level: Entry level Employment type: Full-time Job function: Finance Industries: Venture Capital and Private Equity Principals
#J-18808-Ljbffr
Senior Analyst - Private Equity at Soul Equity Solutions. The Senior Analyst will join a private investment firm in their Cleveland office. This firm focuses on middle market acquisitions in the niche manufacturing and related sectors. For more information about this firm, please apply to this job. Responsibilities
Support the investment underwriting and due diligence process (e.g., modeling, memos, data room management, industry research) Run extensive analytical analysis on financial, customer, product, market information, etc. to clearly articulate trends within businesses Support investor relations with preparation of quarterly and annual materials, including individual asset updates, fund level performance analysis, and annual presentations Compile market research on new investments and provide a deliverable accurately summarizing the state of the industry Provide portfolio management support for existing investments including budgeting expected performance, evaluating actual performance, and implementing portfolio management processes including continuous improvement Qualifications
Proactive with an exceptional work ethic and a background reflecting a high level of achievement 1+ years of experience in investment banking, private equity, transaction advisory, lending, consulting, or other relevant M&A experience Bachelor’s degree or greater Knowledge of basic accounting concepts and financial modeling techniques Advanced Excel and PowerPoint skills, including the ability to use pivot tables, generate charts, and appropriately summarize data Strong written and verbal communication skills Strong analytical skills Ability to cultivate and maintain strong (in-person and virtual) relationships Ability to work in dynamic and entrepreneurial environments, which includes ambiguity and changing priorities Excited about working and living in Cleveland, Ohio Salary
Salary is competitive, depending on experience. About Soul Equity Solutions
Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies. Our boutique recruiting experience is highly bespoke and curated to our clients’ needs. Equal Opportunity
This firm is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Employer Details
Seniority level: Entry level Employment type: Full-time Job function: Finance Industries: Venture Capital and Private Equity Principals
#J-18808-Ljbffr