Soul Equity Solutions

Deal Team Sr Assoc - San Francisco

Soul Equity Solutions  •  United States (Onsite)  •  5 months ago
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Job Description

Private Equity Senior Associate - San Francisco Bay area

About the Role

The Senior 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
  • EV: $50-30M per investment

The Senior Associate will support the firm’s investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm. Specific responsibilities include:

  • 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

Professional Experience & Qualifications

  • 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

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.

Soul Equity Solutions

About 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. As a specialized boutique firm, Soul Equity exclusively focuses on the unique hiring needs of the Private Equity middle market.

At Soul Equity, we transcend conventional executive search practices with an unwavering commitment to excellence, redefining the standard in our industry. Our focus is clear: we are dedicated to conducting searches at all seniority levels throughout the US, catering to both investor and non-investor roles. Whether it's Investment Teams, Portfolio Support, Business Development, or Investor Relations, we understand the intricacies of each position and the impact it has on your organization.

What truly distinguishes us is not only what we do but how we do it. Our hallmark is a reputation built on a personalized approach that goes beyond tailoring—we craft each experience to finely align with the unique needs of our clients. Our clients and candidates rely on our personal approach, strong connections, and supportive process to meet their objectives.

We recognize that in the fast-paced world of private equity, outcomes matter. That's why partnering with Soul Equity means more than just adding team members; it's a strategic collaboration to expand and enhance the internal fabric of Private Equity firms.

At Soul Equity, we recognize the critical impact of making the right match. We believe that the success of a business is intrinsically tied to the individuals who drive it forward. Our focus on outcomes is unwavering because we understand that finding the right person is not just a hiring decision; it's an investment in the company's bottom line.

Industry
Finance & Insurance
Company Size
1-10 employees
Headquarters
New York, NY
Year Founded
Unknown
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