What are the responsibilities and job description for the Private Equity Associate - 2027 Summer start position at Soul Equity Solutions?
Private Equity Associate - 2027 Summer start
About the Role
The Associate will join a lower middle-market private equity firm in their Boston, MA office. Our client focuses on technology, business services, consumer services, healthcare, manufacturing, distribution, investing in businesses with EBITDA of at least $1M and are currently investing out of Fund VII. This is an exciting opportunity to join a well-established firm which prides itself on its collaborative, dynamic culture and close partnerships with founder-owned businesses.
Additional firm highlights include:
- Team size (Deal and Operations): ~10
- $500M AUM
- Preferred Investment Amount: $3–8M
- Preferred Revenue: $5–50M
- Preferred EBITDA: >$1M
Key Responsibilities
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 1-2 years of experience in investment banking, private equity, leveraged finance or management consulting, with lower middle-market experience a plus.
Personal Characteristics
Ability to multi-task in a dynamic environment, work independently, prioritize work effectively, and meet stringent deadlines while maintaining high quality of work standards.
- Team player
- Self-starter
- Strong analytical and communication (verbal and written) skills
- High attention to detail
Education
An undergraduate degree is required.
Salary
Salary is competitive, depending on experience.
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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.