Soul Equity Solutions

Investment Team Associate or Senior Associate - Dallas

Soul Equity Solutions  •  $192k - $224k/yr  •  Dallas, TX (Onsite)  •  3 months ago
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Job Description

Investment Team Associate or Senior Associate

About the Role

A diversified financial services firm is seeking an Investment Associate or Senior Associate to support a newly launched strategy focused on providing capital solutions to private equity sponsors. In this role, you’ll be an integral member of a team deploying capital on behalf of the firm’s balance sheet and third-party investors in fund finance transactions, with a particular emphasis on NAV lending. This is an exciting opportunity for a candidate with ties to Dallas to build a career in fund finance with significant growth potential. For more information about this firm, please apply to this job.

Key Responsibilities

  • Origination: Support the investment process including sourcing, initial investment screening, and pipeline management
  • Diligence: Conduct detailed research on transaction portfolios and sponsor capabilities; and quantitative analyses supporting investment underwriting
  • Underwriting: Preparation of materials for Investment Committee consideration including investment memoranda, supporting documentation and analyses, and financial modeling
  • Monitoring: Management of the GP Solutions investment portfolio including review and synthesis of quarterly and annual reporting investment sponsors, internally constructed valuation analyses, preparation of quarterly and annual investment activity and performance reporting for investors, and annual third-party audit support

Professional Experience & Qualifications

  • 2+ years of transaction-oriented experience with a particular focus on candidates who have completed an Analyst program within a leading investment bank;
  • Undergraduate degree with exceptional academic achievement;
  • Extensive financial modeling skills and experience in Excel;
  • Extremely intellectually curious and highly self-motivated;
  • Exceptional written and oral communication skills;
  • Personal interest in investing and Private Equity; and
  • Desire to reside in Dallas for the long term

Salary

Salary is $192,000 - $224,000, 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.

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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