What are the responsibilities and job description for the PE Associate - 2026 start - Cleveland - Dallas position at Soul Equity Solutions?
Private Equity LMM Associate - Cleveland or Dallas
About the Role
The Associate will join a Cleveland / Dallas based private equity firm focused on lower middle market investments, acquiring businesses with $5-15M EBITDA. They primarily invest in the business services, industrial services, tech services but will invest across all industry segments. The firm raised their third fund in 2022, totaling of ~$620 million.
Job Description:
The Associate will support 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
Professional Experience & Qualifications
Minimum of 2 years of experience in middle-market investment banking, private equity.
Personal Characteristics
- Team player
- Self-starter
- Strong analytical, financial and communication (verbal and written) skills
- Outstanding organizational abilities
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.