Job Description

Private Equity Associate - Boston

About the Role

The Associate role is on the deal team of this mid-market PE firm located in the Boston . For general information about the firm, please see their description below. For detailed firm information, please apply to this role.

Firm's Key Investment Characteristics:

• Industry Focus: agnostic
• Target Investment: $2-10M with EBITDA of $1M+
• Currently have 50+ port-cos

Job Description:

The Associate will support 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

Professional Experience & Qualifications

Associate applicants should have a minimum of 2 years of experience in investment banking, leveraged finance or management consulting.

Personal Characteristics

• Team player
• Self-starter
• Strong analytical, financial and communication (verbal and written) skills
• Outstanding organizational abilities

Salary

Salary is competitive, depending on experience. Total cash compensation ranges from $180,000 - $200,000.

About the Firm

Founded over 30 years ago, this firm is a leading middle market investor with significant capital deployed across 100+ companies nationwide. They typically invest $2-10 million per transaction for both control and minority positions, maintaining a flexible approach across subordinated debt, preferred equity, and common stock structures.

Currently investing from their latest fund, they target established businesses with proven management teams generating $8-75 million in annual revenues and sustainable profitability. Their experienced team has extensive transaction structuring expertise and frequently partners with other institutional investors.

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.

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