Private Equity Associate - 2027 Summer Start

Soul Equity Solutions•San Francisco, CA

8d•Onsite

About The Position

The Associate will join a San Francisco area based private equity firm focused on lower middle-market investing in Business & Professional Services, Consumer-Foods, Consumer-Products & Services, Transportation/Logistics sectors. The office launched in 2013 and is building an investment platform investing in different industries. Associates work closely with senior investment professionals and operating partners, contributing meaningfully to investment decision-making while gaining exposure to value creation initiatives at the portfolio company level. This position offers significant hands-on experience, early ownership, and a clear development path within a growing firm that emphasizes long-term partnership, operational engagement, and thoughtful investing.

Requirements

2 years of experience in investment banking and/or private equity, with preference for candidates who have had exposure to middle-market buyouts
Strong financial modeling and valuation skills, with the ability to independently build and analyze detailed operating and transaction models
High level of proficiency in Excel and PowerPoint is essential
Deep understanding of financial statements, market analysis, and due diligence processes
Demonstrated ability to manage workstreams, prioritize effectively, and coordinate with internal team members and third-party advisors

Nice To Haves

Exposure to industrials or related sectors is a plus, but not required

Responsibilities

Contribute meaningfully to investment decision-making.
Gain exposure to value creation initiatives at the portfolio company level.
Manage workstreams, prioritize effectively, and coordinate with internal team members and third-party advisors.
Articulate complex concepts and analyses to senior investors, management teams, and advisors.

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