What are the responsibilities and job description for the Deal Team Associate - South FL position at Soul Equity Solutions?
Private Equity Deal Team Associate - South FL
About the Role
This Associate role is on the deal team of this lower middle-market PE firm with offices in South FL. This is an established fund investing in the education and training, marketing services, business services to healthcare systems sectors.
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 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
Ideal candidates will possess the following qualifications:
- An undergraduate business degree demonstrating academic proficiency.
- 2 years of investment banking experience preferred.
- Preference for candidates with PE-relevant industry experience.
- Ideal candidates should have worked in small, hands-on teams, not just big firms with minimal deal exposure.
- Looking for candidates who seek growth and long-term commitment.
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
- Ability to work well with portfolio companies is important
- Outstanding organizational abilities
- High attention to detail
- Desire to learn
Education
An undergraduate degree is required.
Salary
Salary is competitive, depending on experience.
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.
