Job Description
Private Equity Associate 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.
About the Role The
Associate will join a prestigious private equity firm, based in
Chicago . The Associate will work within the investment team, leading and supporting all aspects of deal execution, including leading diligence calls, building financial models, investment memos, and working closely with the investment committee. In addition, you will work closely with the portfolio companies on value creation and participate in Board of Director activities. This position is in
Chicago and is not remote.
This is an incredible opportunity for someone that is in Investment Banking and ready to transition to Private Equity. This firm is also open to candidates coming out of Management Consulting.
This firm has it all:
Corporate culture: Very supportive and close-knit
Growth opportunities: Unlimited!
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 2-5 years of experience in investment banking, private equity or credit/lending, 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
- Desire to learn
Education An undergraduate degree is required. Relevant advanced degrees are a plus.
Salary Salary is competitive, depending on experience.
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