Private Equity Associate Job at Soul Equity Solutions, Miami, FL

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  • Soul Equity Solutions
  • Miami, FL

Job Description

Private Equity Associate

The Associate will join an established private investment firm in their Miami office. This firm focuses their investments in middle market businesses, primarily invest in the consumer products and financial services industries.

Key Responsibilities

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
  • Investor relations and fundraising Compile financial reports and valuation estimates of current portfolio companies for current and potential investors
  • Marketing Provide support and attend industry events, conferences, trade shows, etc.
Professional Experience & Qualifications

Minimum of 2-3 years of experience in investment banking and/or private equity, with middle-market experience a plus.

Personal Characteristics

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
  • Outstanding organizational abilities
  • High attention to detail
Education

An undergraduate degree is required. Relevant advanced degrees are a plus.

Job Tags

Work at office

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