Private Equity Associate - 2027 Summer start
Not Disclosed•Full-TimeOn-site
location_on1938, West 80th Street, West Eighties, Detroit-Shoreway, Detroit - Shoreway, Cleveland, Cuyahoga County, Ohio, 44102, United States
About the Role
The Associate will join a lower middle market private equity firm based in Cleveland. The firm focuses on industrial, business services, consumer, and value-added distribution sectors and 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. You will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions, working closely with bankers, consultants, and third-party advisors.
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.
Equal Opportunity
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.
Application
Find your fit by viewing all open positions at Soul Equity.
Work location
Work model: On-site
1938, West 80th Street, West Eighties, Detroit-Shoreway, Detroit - Shoreway, Cleveland, Cuyahoga County, Ohio, 44102, United States
Cleveland, Ohio
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
- verified2-3 years of experience in investment banking
- verifiedUndergraduate degree with strong academic record
- verifiedExtensive financial modeling skills
Similar Job Opportunities
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: 2-3 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 1938, West 80th Street, West Eighties, Detroit-Shoreway, Detroit - Shoreway, Cleveland, Cuyahoga County, Ohio, 44102, 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 2–3 years of relevant experience at the mid 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.