Private Equity Operations Director 

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 firm

The firm is a growing boutique private equity firm based in Miami, FL with a focus on strategic investments across various industries. They are a dynamic and entrepreneurial team committed to delivering exceptional returns for our investors while fostering growth and innovation within our portfolio companies. 

Their leaders have been investing together for 15 years. They currently have 5 platform companies. Platform investments have focused on the following industries: HVAC, Roofing, RV Park properties, and wastewater management.

Position Overview:

The firm is seeking a highly skilled and detail-oriented Chief Operations Director with a strong background in finance, particularly in Transaction Advisory Services (TAS) or Financial Analysis. The ideal candidate will be responsible for overseeing all operational responsibilities of the firm, from administrative tasks to financial analysis and compliance. This role presents an opportunity for immediate C-level involvement and significant growth potential as the firm expands.

Key Responsibilities:

Financial Operations:

• Collaborate with the finance team to manage financial operations, including budgeting, forecasting, and financial reporting.
• Conduct financial analysis to support investment decisions and identify opportunities for optimization and value creation.
• Assist in deal structuring and negotiation processes, including due diligence on potential investments.
• Oversee compliance with regulatory requirements and ensure adherence to internal policies and procedures.

Business Development:

Participate in various marketing and business development activities, including, but not limited to:

Deal Sourcing

• Support deal generation through traditional intermediary and advisory channels:
• Communicate with intermediaries through outbound calls, in person meetings and conferences
• Strengthen relationships with existing intermediaries and develop relationships with new intermediaries
• Plan call activity to ensure coverage and regular touchpoints of top tier deal sources
• Support proprietary deal generation:
• Thesis development: work with team to research, develop and execute on high-priority investment theses 
• Research, target list building in advance of industry-specific trade shows
• Market mapping: work with team to develop actionable target lists 
• Manage and maintain business development pipeline.

Administrative Management:

• Take ownership of all administrative functions within the firm, including HR, benefits administration, and office management.
• Implement and maintain internal processes to streamline operations and enhance efficiency.
• Serve as a point of contact for external partners, vendors, and service providers.
• Provide support for transaction-related activities and portfolio company management as needed.

Leadership and Growth:

• Act as a key member of the executive team, contributing to strategic planning and decision-making processes.
• Drive a culture of continuous improvement and operational excellence throughout the organization.
• Mentor and develop junior team members, including analysts and administrative staff.
• Collaborate with senior leadership to identify opportunities for business expansion and growth.

Qualifications:

• Bachelor's degree in Finance, Business Administration, or related field; 
• 3 years of experience in finance, with a focus on Transaction Advisory Services (TAS) or Financial Analysis.
• Strong analytical skills with the ability to interpret financial data and provide actionable insights.
• Demonstrated leadership experience, with a track record of driving results and managing cross-functional teams.
• Excellent communication and interpersonal skills, with the ability to build relationships at all levels of the organization.
• Proven ability to thrive in a dynamic and fast-paced environment, with a proactive and solutions-oriented mindset.

Salary:

• Competitive salary, commensurate with experience, $125k - $175k plus bonus.

The firm is an equal opportunity employer and welcomes candidates from diverse backgrounds to apply.