What are the responsibilities and job description for the Associate, Deal Team - Bethesda, MD position at Soul Equity Solutions?
Private Equity Associate
About the Role
This Associate role is on the deal team of this lower middle-market PE firm with offices in Bethesda, MD. They primarily invest across all industries. The firm recently closed their first fund at $275M.
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
- Investor relations and fundraising – Compile financial reports and valuation estimates of current portfolio companies for current and potential investors
Professional Experience & Qualifications
- Minimum of 2-3 years of experience in investment banking, private equity or TAS.
- Strong in Excel, needs to have the financial tools required for private equity.
- Capable of working independently and with a lower ego and high hunger.
- Thrives in a lean, fast-paced, self-directed environment.
Education
An undergraduate degree is required. Relevant advanced degrees are a plus.
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.
