What are the responsibilities and job description for the Deal Team VP position at Soul Equity Solutions?
Private Equity Deal Team Vice President
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.
About the Company
This Private Equity firm invests in lower middle-market companies in the manufacturing and service sectors. They are currently raising another fund with a target of $600M.
About the Role
The Vice President will join a private investment firm in their Philadelphia, PA office. This firm focuses on lower middle market, acquiring businesses with up to $100M in revenue.
Key Responsibilities
The Vice President will join 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
- Marketing – Provide support and attend industry events, conferences, trade shows, etc.
Professional Experience & Qualifications
Minimum of 4 years of experience in investment banking, private equity or credit/lending, with lower middle-market experience a plus. Experience in private equity is required.
Education
An undergraduate degree is required. Relevant advanced degrees are a plus.
Salary
Salary is competitive, depending on experience.
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.
