Investment Team Vice President - San Francisco

Private Equity Vice President 

About the Role

The Vice President (VP) will be a key member of the deal team, focusing on equity-led buyout transactions. This individual will lead deal execution, support sourcing through independent sponsor partnerships, and work closely with founders and management teams post-investment. The role requires exceptional financial modeling skills, strong interpersonal presence, and the ability to thrive in a scrappy, entrepreneurial lower middle market environment. Please apply for more detailed firm information. 

Key Responsibilities

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

Deal Origination & Sourcing:

• Lead and quarterback deals end-to-end, managing diligence, stakeholder coordination, and investment committee processes.


• Identify and develop new investment opportunities through networking, conferences, and intermediary relationships.


• Collaborate with industry experts to develop sector-specific investment theses.


• Maintain and leverage a network of investment bankers, advisors, and other intermediaries.

 Transaction Execution:

• Lead and coordinate the deal process from diligence to closing, including financial modeling, valuation, and negotiation.


• Perform in-depth analysis of financial statements, industry trends, and market dynamics.


• Manage relationships with legal, tax, and financial advisors during the execution process.


• Oversee the preparation of investment committee materials and present findings to senior leadership.

 Portfolio Company Management:

• Work closely with portfolio companies to drive growth, operational improvement, and strategic initiatives.


• Monitor key performance indicators (KPIs) and financial performance across portfolio companies.


• Support exit strategies through preparation for sale, IPO, or strategic partnership.

• Mentor and develop Analysts and Associates on the deal team.


• Collaborate with internal teams (investor relations, finance, legal) to align strategy and processes.

 Deal Pipeline Management

• Maintain a robust pipeline of potential investment opportunities and prioritize resources accordingly.


• Maintain relationships with industry experts, advisors, and potential management teams.


• Develop and expand industry knowledge to aid in deal flow.

• Bachelor’s degree in Finance, Economics, or related field; advanced degree preferred but not required.


• Minimum 5-8 years of relevant professional experience, including time in private equity, independent sponsor, investment banking, or transaction advisory.


• Lower middle market experience essential


• Exposure to independent sponsor partnerships a strong plus.


• Diverse industry exposure across multiple sectors.


• Proven ability to lead deal execution, including modeling, valuation, and negotiations.


• Exceptional financial modeling and technical skills (“absolutely nails”).


• Strong interpersonal and communication abilities; must be able to build trust with founders and independent sponsors.


• Entrepreneurial mindset, maturity, and cultural fit.


• Ability to juggle multiple live deals in a fast-paced, lean-team environment.

Salary

Salary is $300,000 (base bonus), 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.