What are the responsibilities and job description for the Advanced Associate - PE Deal Team - Phil position at Soul Equity Solutions?
Private Equity Advanced Associate
About the Company
This Private Equity firm collaborates with lower middle-market companies with the goal of building accelerated growth. They invest in the manufacturing, technology, software and service sectors. They are currently raising Fund V with a target of $500M and a new environmentally sustainable strategy Fund with a target of $250M. The firm is located just outside Philadelphia, PA.
About the Role
The Advanced Associate will join a private investment firm, in their Philadelphia, PA office. This firm focuses on lower middle market, acquiring businesses with up to $100M in revenue with an EBITDA up to $20M.
Key Responsibilities
The Advanced Associate will join 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 3 years of experience in investment banking, private equity or credit/lending, with lower middle-market experience a plus.
Education
An undergraduate degree is required. Relevant advanced degrees are a plus.
Salary
Salary is competitive, depending on experience. Total cash compensation ranges from $190,000 - $235,000.
About Soul Equity Solutions
Soul Equity Solutions is a NYC based boutique executive search firm, exclusively recruiting for Private Equity Middle Market firms. We conduct searches at all seniority levels throughout the US for both investor roles and non-investing roles (including Business Development, Investor Relations). We are well known for our highly boutique, specialized service. Our clients and candidates rely on our personal approach, strong connections, and supportive process to meet their objectives.
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.
Salary : $190,000 - $235,000
