Soul Equity Solutions

Private Equity Associate

Soul Equity Solutions  •  Onsite  •  11 days ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Private Equity Deal Team Associate - Cleveland

About the Role

The Associate will join a lower middle market private equity firm based in Cleveland The firm focuses on industrial, business services, consumer and value-added distribution sectors and is currently at an exciting inflection point as it transitions to its first institutional fund and continues to grow its portfolio. Associates benefit from an exceptionally hands-on experience relative to peers at larger firms, including direct daily access to senior partners, meaningful responsibility from day one, and active involvement across the full investment lifecycle from sourcing and diligence through portfolio company value creation.

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

  • New Investments: Build and analyze detailed financial models; support and manage due diligence across multiple workstreams; draft investment committee memoranda, term sheets, and letters of intent; prepare materials for internal and external stakeholders; interface with bankers, consultants, and third-party advisors.
  • Portfolio & Platform Work: Analyze portfolio company performance and key operating metrics; support strategic initiatives including growth planning and operational improvements; participate in board meetings, management presentations, and strategy sessions; assist with capital raising initiatives (debt and equity).
  • Research & Sourcing: Conduct industry research and market mapping to inform investment theses; identify and evaluate potential investment opportunities; support proactive sourcing efforts alongside senior team members; develop insights that guide where and how the firm invests.
  • Additional exposure will include fundraising and investor communications, portfolio monitoring and reporting, and value creation initiatives across GTM, human capital, technology, and finance.

Professional Experience & Qualifications

  • 2-3 years of experience in investment banking
  • Undergraduate degree with strong academic record
  • Strong work ethic and ability to work in a high-agency and high-ownership culture
  • Extensive financial modeling skills
  • Mature, professional candidate with strong interpersonal and communication skills

Find your fit - View all open positions at Soul Equity.

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
Social Media