Private Equity Associate - 2027 Summer start
Not Disclosed•Full-TimeOn-site
location_onRace Street Meetinghouse, 1501, Cherry Street, Logan Square, Center City, Philadelphia, Philadelphia County, Pennsylvania, 19103, United States
About the Role
The Associate will join a lower middle market private equity firm based in Philadelphia. The firm focuses on education, healthcare services, professional services, and technology services sectors. It is currently at an exciting inflection point as it transitions to its first institutional fund and continues to grow its portfolio.
Associates benefit from an exceptionally hands-on experience relative to peers at larger firms. This includes direct daily access to senior partners, meaningful responsibility from day one, and active involvement across the full investment lifecycle from sourcing and diligence through portfolio company value creation.
Work location
Work model: On-site
Race Street Meetinghouse, 1501, Cherry Street, Logan Square, Center City, Philadelphia, Philadelphia County, Pennsylvania, 19103, United States
Philadelphia, Pennsylvania
Key Responsibilities
- check_circleBuild and analyze detailed financial models for new investments
- check_circleSupport and manage due diligence across multiple workstreams
- check_circleDraft investment committee memoranda, term sheets, and letters of intent
- check_circleAnalyze portfolio company performance and key operating metrics
- check_circleSupport strategic initiatives including growth planning and operational improvements
- check_circleParticipate in board meetings, management presentations, and strategy sessions
- check_circleConduct industry research and market mapping to inform investment theses
- check_circleIdentify and evaluate potential investment opportunities
Requirements
- verified1+ years of experience in investment banking
- verifiedUndergraduate degree with strong academic record
- verifiedExtensive financial modeling skills
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Skills, education and keywords
Education: Undergraduate degree with strong academic record required.
Frequently asked questions about Private Equity Associate - 2027 Summer start at Soul Equity Solutions
What does a Private Equity Associate - 2027 Summer start at Soul Equity Solutions do?expand_more
In this Private Equity Associate - 2027 Summer start at Soul Equity Solutions role, you will build and analyze detailed financial models for new investments; support and manage due diligence across multiple workstreams; draft investment committee memoranda, term sheets, and letters of intent; and analyze portfolio company performance and key operating metrics.
What are the requirements for this Private Equity Associate - 2027 Summer start role?expand_more
Soul Equity Solutions is looking for candidates who meet the following requirements: 1+ years of experience in investment banking; Undergraduate degree with strong academic record; and Extensive financial modeling skills.
Where is the Private Equity Associate - 2027 Summer start role at Soul Equity Solutions located?expand_more
Private Equity Associate - 2027 Summer start at Soul Equity Solutions is based in Race Street Meetinghouse, 1501, Cherry Street, Logan Square, Center City, Philadelphia, Philadelphia County, Pennsylvania, 19103, United States. This is a on-site role.
Is this Private Equity Associate - 2027 Summer start job remote, hybrid, or on-site?expand_more
Soul Equity Solutions has listed this Private Equity Associate - 2027 Summer start role as on-site.
How much experience is required for this Private Equity Associate - 2027 Summer start role?expand_more
Private Equity Associate - 2027 Summer start at Soul Equity Solutions typically requires 1+ years of relevant experience at the entry level level.
What education is required for Private Equity Associate - 2027 Summer start at Soul Equity Solutions?expand_more
Educational requirements for this role: Undergraduate degree with strong academic record required.
What category does the Private Equity Associate - 2027 Summer start role belong to?expand_more
Private Equity Associate - 2027 Summer start at Soul Equity Solutions is part of the accounting & finance job category on Recrutus.
About Soul Equity Solutions
Soul Equity Solutions is a boutique executive search firm headquartered in New York, New York, specializing in the venture capital and private equity sectors. The firm is woman-owned and focuses exclusively on the Middle Market Private Equity landscape, serving independent sponsors, family offices, and private equity firms across the United States. Rather than offering generalist services, Soul Equity Solutions tailors its operations to the specific hiring demands of this niche industry.
The company conducts searches for roles at all seniority levels, covering both investor and non-investor positions. Key areas of expertise include Investment Teams, Portfolio Support, Business Development, and Investor Relations. The firm emphasizes a personalized methodology that goes beyond standard customization, aiming to align every search with the unique strategic needs of its clients and candidates. This approach leverages strong industry connections and a supportive process to facilitate meaningful outcomes.
Soul Equity Solutions operates on the belief that the right personnel are critical investments in a company's bottom line. By treating hiring as a strategic collaboration rather than a simple transaction, the firm assists organizations in expanding and enhancing their internal capabilities. Prospective candidates seeking opportunities within the private equity space are directed to the firm's website to view current job openings.
Browse more roles: All Soul Equity Solutions jobs, accounting & finance jobs on Recrutus.