Soul Equity Solutions

PE Associate - Miami

Soul Equity Solutions  •  Miami, FL (Onsite)  •  4 months ago
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Job Description

Private Equity Associate

About the Role

The Associate will join an established private investment firm in their Miami office This firm focuses their investments in middle market businesses, primarily invest in the consumer products and financial services industries.

Key Responsibilities

The Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm. 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
  • Investor relations and fundraising – Compile financial reports and valuation estimates of current portfolio companies for current and potential investors
  • Marketing – Provide support and attend industry events, conferences, trade shows, etc.

Professional Experience & Qualifications

Minimum of 2-3 years of experience in investment banking and/or private equity, with middle-market experience a plus.

Personal Characteristics

Ability to multi-task in a dynamic environment, work independently, prioritize work effectively, and meet stringent deadlines while maintaining high quality of work standards.

  • Team player
  • Self-starter
  • Strong analytical and communication (verbal and written) skills
  • Outstanding organizational abilities
  • High attention to detail

Education

An undergraduate degree is required. Relevant advanced degrees are a plus.

About Soul Equity Solutions

Soul Equity Solutions is a NYC based boutique executive search firm, exclusively recruiting for Private Equity Middle Market firms. We conduct searches at all seniority levels throughout the US for both investor roles and non-investing roles (including Business Development, Investor Relations). We are well known for our highly boutique, specialized service. Our clients and candidates rely on our personal approach, strong connections, and supportive process to meet their objectives.

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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