Associate/Analyst - Boston

Private Equity Associate/Analyst

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/Analyst will join a private investment firm, in their Boston, MA office.

Key Responsibilities

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

• Investment approval materials – Prepare memos and other approval materials for the Investment Committee
• 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.
• 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
• Financial analysis – Create financial models to analyze cash flows, investment returns, and enterprise values for new investment opportunities and existing portfolio companies
• Industry research – Conduct research on market size, growth prospects, demand drivers, key competitors, etc.

Professional Experience & Qualifications

Minimum of 2 years of experience in investment banking, private equity or credit/lending, with lower 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.

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

Education

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

Salary

Salary is competitive, depending on experience.

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.