Soul Equity Solutions

Private Equity Associate

Soul Equity Solutions  •  Cleveland, OH (Onsite)  •  4 days ago
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Job Description

Private Equity Deal Team Associate - Cleveland, OH

About the Company

This is a growth-oriented private equity firm that partners with lower-middle-market business owners and management teams to help create shared success. The firm manages approximately $1.8 billion in committed capital across three funds, with investment teams across two U.S. offices, and has a strong record of consistent fundraising growth. The team focuses on control investments in business services, technology-enabled services, specialty manufacturing, and industrial services, and emphasizes a collaborative culture paired with high-volume deal execution. The firm brings experience and resources to help portfolio companies accelerate their growth, to the benefit of management, employees, and investors.

About the Role

The Associate will join the investment team, supporting senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm.

Key Responsibilities

Deal Execution

  • 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 & Firm Support

  • Portfolio management — assist with ongoing monitoring and strategic projects for portfolio companies
  • Investor relations and fundraising — compile financial reports and valuation estimates of current portfolio companies for current and potential investors

Professional Experience & Qualifications

  • Minimum of 2 years of experience in lower-middle-market investment banking or private equity
  • An undergraduate degree is required

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
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