What are the responsibilities and job description for the Private Equity Associate - Investment Team position at Soul Equity Solutions?
Private Equity Associate - Greater New York City
About the Role
Job Opportunity: Investment Associate
Join a New York private equity firm specializing in middle market investments. The firm, a minority-owned business, is dedicated to fostering sustainable infrastructure assets within North American-based companies. Apply for the position and speak with one of our recruiters to learn more about the position and the firm.
Responsibilities:
As an Investment Associate, you will collaborate with senior investment professionals to contribute to the essential functions of investment sourcing, due diligence, and portfolio management. Key responsibilities include:
- Financial Analysis: Develop intricate financial models to assess cash flows, investment returns, and enterprise values for both potential investments and existing portfolio companies.
- Investment Approval Materials: Prepare comprehensive memos and other essential materials for the Investment Committee's review.
- Industry Research: Conduct thorough research on market size, growth prospects, demand drivers, and key competitors.
- Third-Party Diligence: Coordinate diligence activities with external partners, such as senior lenders, accountants, attorneys, IT consultants, and strategy consultants.
- Portfolio Management: Assist in the ongoing monitoring of portfolio companies and engage in ad hoc strategic projects.
Professional Experience & Qualifications:
- Superior academic achievement at a top tier undergraduate program is required
- Bachelor’s degree in Finance, Business, Economics, Engineering, Math, Science, or another quantitative field, MBA preferred
- 2-4 years of finance experience with direct exposure to alternative finance, corporate credit or equity, or structured products
- Structuring and closing of sustainable infrastructure project finance transactions
- Prior buyside experience or investment banking experience is strongly preferred
- Evidence of intellectual curiosity, creative problem-solving skills, and adaptability
- Advanced/Expert Microsoft Office (including Excel and PowerPoint) skills required
- Sophisticated financial modeling and analytical capabilities
- Self-motivated and driven; ability to balance multiple tasks and work effectively in a collaborative, fast moving, demanding, and dynamic environment
- Strong verbal and written communication skills that demonstrate an ability to articulate a clear, concise analysis of investment risk and relative value
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.
Salary : $150,000 - $175,000
