Soul Equity Solutions
Deal Team Associate, San Francisco
Soul Equity Solutions, San Francisco, California, United States, 94199
Deal Team Associate, San Francisco
–
Soul Equity Solutions
About the Role The
Associate
will join a San Francisco area based private equity firm focused on lower middle‑market investing. The office launched in 2013 and is building an investment platform investing in different industries.
Firm's Investment Strategy
Target: $5–35M EBITDA
Job Description The Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions. Specific responsibilities include:
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.
Professional Experience & Qualifications Associate applicants should have a minimum of 2 years of experience in investment banking, leveraged finance, or management consulting.
Personal Characteristics
Team player
Strong analytical, financial and communication (verbal and written) skills
Outstanding organizational abilities
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.
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.
Seniority level
Associate
Employment type
Full‑time
Job function
Finance
Industries
Venture Capital and Private Equity Principals
#J-18808-Ljbffr
–
Soul Equity Solutions
About the Role The
Associate
will join a San Francisco area based private equity firm focused on lower middle‑market investing. The office launched in 2013 and is building an investment platform investing in different industries.
Firm's Investment Strategy
Target: $5–35M EBITDA
Job Description The Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions. Specific responsibilities include:
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.
Professional Experience & Qualifications Associate applicants should have a minimum of 2 years of experience in investment banking, leveraged finance, or management consulting.
Personal Characteristics
Team player
Strong analytical, financial and communication (verbal and written) skills
Outstanding organizational abilities
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.
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.
Seniority level
Associate
Employment type
Full‑time
Job function
Finance
Industries
Venture Capital and Private Equity Principals
#J-18808-Ljbffr