Investment Team Associate or Senior Associate - Dallas

Investment Team Associate or Senior Associate

About the Role

A diversified financial services firm is seeking an Investment Associate or Senior Associate to support a newly launched strategy focused on providing capital solutions to private equity sponsors. In this role, you’ll be an integral member of a team deploying capital on behalf of the firm’s balance sheet and third-party investors in fund finance transactions, with a particular emphasis on NAV lending. This is an exciting opportunity for a candidate with ties to Dallas to build a career in fund finance with significant growth potential. For more information about this firm, please apply to this job. 

Key Responsibilities

• Origination: Support the investment process including sourcing, initial investment screening, and pipeline management
• Diligence: Conduct detailed research on transaction portfolios and sponsor capabilities; and quantitative analyses supporting investment underwriting
• Underwriting: Preparation of materials for Investment Committee consideration including investment memoranda, supporting documentation and analyses, and financial modeling
• Monitoring: Management of the GP Solutions investment portfolio including review and synthesis of quarterly and annual reporting investment sponsors, internally constructed valuation analyses, preparation of quarterly and annual investment activity and performance reporting for investors, and annual third-party audit support

Professional Experience & Qualifications

• 2 years of transaction-oriented experience with a particular focus on candidates who have completed an Analyst program within a leading investment bank;
• Undergraduate degree with exceptional academic achievement;
• Extensive financial modeling skills and experience in Excel;
• Extremely intellectually curious and highly self-motivated;
• Exceptional written and oral communication skills;
• Personal interest in investing and Private Equity; and
• Desire to reside in Dallas for the long term

Salary is $192,000 - $224,000, depending on experience. 

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.