Private Equity Associate

Soul Equity Solutions•Houston, TX

9h•Onsite

About The Position

The Associate will join a lower middle market private equity firm based in Houston. The firm focuses on software, tech-enabled services, and industrial business services. Associates will have hands-on experience, including direct access to senior partners, meaningful responsibility, and active involvement across the full investment lifecycle from sourcing and diligence through portfolio company value creation.

Requirements

2-3 years of experience in investment banking
Undergraduate degree with strong academic record
Strong work ethic and ability to work in a high-agency and high-ownership culture
Extensive financial modeling skills
Mature, professional candidate with strong interpersonal and communication skills

Responsibilities

Support senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm.
Build and analyze detailed financial models.
Support and manage due diligence across multiple workstreams.
Draft investment committee memoranda, term sheets, and letters of intent.
Prepare materials for internal and external stakeholders.
Interface with bankers, consultants, and third-party advisors.
Analyze portfolio company performance and key operating metrics.
Support strategic initiatives including growth planning and operational improvements.
Participate in board meetings, management presentations, and strategy sessions.
Assist with capital raising initiatives (debt and equity).
Conduct industry research and market mapping to inform investment theses.
Identify and evaluate potential investment opportunities.
Support proactive sourcing efforts alongside senior team members.
Develop insights that guide where and how the firm invests.
Gain additional exposure to fundraising and investor communications, portfolio monitoring and reporting, and value creation initiatives across GTM, human capital, technology, and finance.