Private Equity Associate - 2027 Summer start

Soul Equity Solutions • Boston, MA

3d • Onsite

About The Position

The Associate will join a middle-market private equity firm in their Boston, MA office. Our client focuses on business services, healthcare services, and manufacturing, investing $40-$60M in businesses with EBITDA of at least $5M. Fund IV closed in November 2023 and was oversubscribed at $456M. This is an exciting opportunity to join a well-established, highly regarded firm which prides itself on its collaborative, dynamic culture and close partnerships with founder-owned businesses. Additional firm highlights include: Team size (Deal and Operations): ~10 $1.2B AUM Preferred Investment Amount: $40-60M Preferred Company Valuation: $30-200M Preferred EBITDA: $5M+

Requirements

• Minimum of 2-3 years of experience in investment banking, private equity, leveraged finance or management consulting, with lower middle-market experience a plus.
• 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
• High attention to detail
• An undergraduate degree is required.

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level