Private Equity Deal Team Associate - San Francisco

Private Equity Associate - San Francisco Bay area

About the Role

The Associate will join a San Francisco area based private equity firm with over 10 years of successful middle-market investing. The office launched in 2013 and is building an investment platform investing in different industries.

Firm's Investment Strategy

Target : $3-15M EBITDA

Equity checks : $10-50M per investment

Co-invest, lead investor, single investor

Job Description

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

Professional Experience & Qualifications

Associate applicants should have a minimum of 2 years of experience in investment banking, leveraged finance or management consulting.

Personal Characteristics

Team player

Self-starter

Strong analytical, financial and communication (verbal and written) skills

Outstanding organizational abilities

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.

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