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Jd Electrical Home Solutions Llc

Private Equity Analyst - San Francisco

Jd Electrical Home Solutions Llc, San Francisco, California, United States, 94199


About Soul Equity SolutionsSoul 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 RoleThe

Analyst will join a private investment firm, in their

San Francisco Bay area office. This firm focuses on middle market, acquiring businesses with up to $100M in revenue. They primarily invest in the business services, e-healthcare, consumer industries but will invest across all industry segments. The firm raised their second fund in 2023, totaling of ~$175 million.Key ResponsibilitiesThe 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 companiesInvestment approval materials

– Prepare memos and other approval materials for the Investment CommitteeIndustry 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 companiesInvestor relations and fundraising

– Compile financial reports and valuation estimates of current portfolio companies for current and potential investorsMarketing

– Provide support and attend industry events, conferences, trade shows, etc.Professional Experience & QualificationsMinimum of 1-2 years of experience in middle-market investment banking, private equity.Personal CharacteristicsAbility to multi-task in a dynamic environment, work independently, prioritize work effectively, and meet stringent deadlines while maintaining high quality of work standards.Team playerSelf-starterStrong analytical and communication (verbal and written) skillsAbility to work well with portfolio companies is importantOutstanding organizational abilitiesHigh attention to detailDesire to learnEducationAn undergraduate degree is required.SalarySalary 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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