What are the responsibilities and job description for the Private Equity Associate position at Soul Equity Solutions?
Private Equity Deal Team Associate - New York City
The Associate will join a growing team, in their NYC office. This opportunity offers broad, hands-on experience across the full investment lifecycle, with particular depth in deal execution, portfolio value creation, and M&A-driven platform building. Given the firm’s active pace of add-on activity across its platforms, Associates are exposed to an unusually high volume of live deal work relative to peers at larger firms.
Key Responsibilities:
The Associate will support senior investment professionals across sourcing, execution, and portfolio management. Specific responsibilities include:
New Investments:
- Build and analyze detailed financial models, including LBO models and acquisition analyses
- Support and manage due diligence across multiple workstreams on live transactions
- Draft investment committee memoranda, term sheets, and letters of intent
- Prepare materials for internal and external stakeholders; interface with bankers, consultants, and advisors
Portfolio & Add-On M&A:
- Support platform companies through active add-on acquisition processes, from origination through close
- Analyze portfolio company performance and key operating metrics
- Participate in board meetings, management presentations, and strategy sessions
- Assist with capital structure optimization and debt and equity capital raising initiatives
Research & Sourcing:
- Conduct industry research and market mapping across consumer and industrial verticals
- Identify and evaluate new platform and add-on investment opportunities
- Support proactive proprietary sourcing efforts alongside senior team members
Additional Responsibilities:
- Support Fund V fundraising and LP communications as the firm approaches its next capital raise
- Portfolio monitoring, reporting, and value creation initiatives across operations, talent, and technology
Professional Experience & Qualifications
- 2-3 years of experience in investment banking (M&A, leveraged finance, or industry coverage)
- Undergraduate degree with a strong academic record
- Extensive financial modeling skills, including LBO and merger analysis
- Strong work ethic and comfort operating in a high-ownership, entrepreneurial environment
- Mature, professional candidate with strong interpersonal and communication skills
- Genuine interest in consumer and industrial businesses; intellectual curiosity about how companies are built
Find your fit - View all open positions at Soul Equity.
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.