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Soul Equity Solutions

Private Equity Vice President

Soul Equity Solutions, Cleveland, Ohio, us, 44101


Private Equity VP

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.

About the Role

This VP role will the deal team of this lower middle-market PE firm located in

Cleveland, OH

. They primarily invest in the business services, consumer, and industrials industries. The firm has $1.8B AUM and is investing out of their fifth fund which closed at $650 million.

Key Responsibilities

The VP will join 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

Professional Experience & Qualifications

An undergraduate business degree demonstrating academic proficiency.

3+ years of private equity experience coupled with 2+ years in investment banking, strategy consulting, or transaction advisory services.

Mature and professional candidate with an excellent work ethic.

A thorough understanding of accounting, corporate finance, corporate strategy, and business reporting.

Sound business and investment judgment.

Analytical with a pragmatic and creative approach to problem solving.

Strong interpersonal and team skills – strong relationship-building skills with senior team members, colleagues, and senior executives within portfolio companies and acquisition targets.

Education

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

Salary

Salary is competitive, depending on experience.

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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