Talent.com
Private Equity Deal Team Associate - San Francisco
Private Equity Deal Team Associate - San FranciscoSoul Equity Solutions • San Francisco, CA, United States
[error_messages.no_longer_accepting]
Private Equity Deal Team Associate - San Francisco

Private Equity Deal Team Associate - San Francisco

Soul Equity Solutions • San Francisco, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Private Equity Associate - San Francisco Bay area

About the Role

The Associate will join a San Francisco area based private equity firm with over 10 years of successful middle‑market investing. The office launched in 2013 and is building an investment platform investing in different industries.

Firm's Investment Strategy

  • Target : $3-15M EBITDA
  • Equity checks : $10-50M per investment
  • Co‑invest, lead investor, single investor

Job Description

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
  • Professional Experience & Qualifications

    Associate applicants should have a minimum of 2 years of experience in investment banking, leveraged finance or management consulting.

    Personal Characteristics

  • Team player
  • Self‑starter
  • Strong analytical, financial and communication (verbal and written) skills
  • Outstanding organizational abilities
  • 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.

    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.

    #J-18808-Ljbffr

    [job_alerts.create_a_job]

    Associate Private Equity • San Francisco, CA, United States

    [internal_linking.similar_jobs]
    Private Equity Associate

    Private Equity Associate

    TEEMA Solutions Group • San Francisco, California, United States
    [job_card.full_time]
    Private Equity Associate (Entry-Level) – Career Launch AI Talent Network.Location : San Francisco, CA (Hybrid).Compensation : Typically $140,000 – $185,000+ total compensation (varies by employer).Ab...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Tech Investment Banking Associate – San Francisco

    Tech Investment Banking Associate – San Francisco

    Scotiabank • San Francisco, CA, United States
    [job_card.full_time]
    A leading bank in the Americas is seeking an Associate for its Technology Investment Banking team in San Francisco.The role involves financial analysis, client relationship management, and providin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Private Equity Associate – Growth & Portfolio Strategy

    Private Equity Associate – Growth & Portfolio Strategy

    Bertram Capital Management • San Francisco, CA, United States
    [job_card.full_time]
    A leading private equity firm is looking for Associates to join their investment team in San Francisco for a Summer 2027 start. The role involves working on investment opportunities, including evalu...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Corporate & Private Equity Associate

    Senior Corporate & Private Equity Associate

    McGuireWoods LLP • San Francisco, CA, United States
    [job_card.full_time]
    Senior Corporate & Private Equity Associate.McGuireWoods LLP is seeking an Associate to support its Corporate and Private Equity practice. This role may sit in any of the following offices : Dallas, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director / Director, Investments San Francisco, CA

    Associate Director / Director, Investments San Francisco, CA

    DivcoWest Properties • San Francisco, CA, United States
    [job_card.full_time]
    DivcoWest is a multi-disciplinary real estate investment firm with offices in San Francisco, Los Angeles, Menlo Park, Cambridge, Washington DC, Austin, and New York City. We combine entrepreneurial ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate / Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco)

    Associate / Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco)

    Temasek • San Francisco, CA, United States
    [job_card.full_time]
    Associate / Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco).Associate / Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco).Associate / Sen...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Equity Attorney Funds

    Private Equity Attorney Funds

    MNF Global • San Francisco, California, USA
    [job_card.full_time]
    Corporate Associate Attorney Technology Companies Practice.Corporate Venture Capital M&A Capital Markets.A premier AmLaw firm with a leading Technology Companies Practice is seeking a highly ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Private Equity Associate - TMT (San Francisco Bay Area)

    Private Equity Associate - TMT (San Francisco Bay Area)

    Blacklock Group • San Francisco Bay Area, CA, United States
    [job_card.full_time]
    Blacklock are exclusively partnered with a top-tier Private Equity firm headquartered in San Francisco that is looking to hire a high-performing Associate to join its TMT investment team.This is a ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate / AVP, Transaction Manager, Private Equity

    Associate / AVP, Transaction Manager, Private Equity

    GIC Private Limited • San Francisco, CA, United States
    [job_card.permanent]
    Associate / AVP, Transaction Manager, Private Equity.We deploy capital in areas where we can utilize our comparative advantages, namely, a long investment horizon, global presence, sector expertise, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Banking Associate, Technology - San Francisco

    Investment Banking Associate, Technology - San Francisco

    Moelis & Company • San Francisco, CA, United States
    [job_card.full_time]
    Investment Banking Associate, Technology - San Francisco page is loaded## Investment Banking Associate, Technology - San Franciscolocations : San Franciscotime type : Full timeposted on : Posted...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Banking - Private Capital Solutions - Associate

    Investment Banking - Private Capital Solutions - Associate

    JPMorgan Chase & Co. • San Francisco, CA, United States
    [job_card.full_time]
    We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Private Capital Solutions team, offering an exceptional opportunity to contribute to high-profile tran...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Mizuho | Greenhill - San Francisco Investment Banking Associate

    Mizuho | Greenhill - San Francisco Investment Banking Associate

    Mizuho Bank • San Francisco, CA, US
    [job_card.full_time]
    Greenhill, a part of Mizuho Americas, provides M&A, restructuring, and private capital advisory capabilities across the Americas, Europe, and Asia. Greenhill's San Francisco based Investment Banking...[show_more]
    [last_updated.last_updated_30] • [promoted]
    EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology-Associate-San Francisco

    EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology-Associate-San Francisco

    EY • San Francisco, CA, United States
    [job_card.full_time]
    EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper.Benefiting from EY’s ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investor Relations Associate

    Investor Relations Associate

    Bitwise Asset Management • San Francisco, CA, US
    [job_card.full_time]
    It’s rare that a new asset class is born.Nevertheless, we’re witnessing exactly that with the rise of crypto.Over just the last few years, since Bitwise was founded, crypto has evolved ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate / Senior Associate, Private Equity

    Associate / Senior Associate, Private Equity

    Inventure • San Mateo, CA, United States
    [job_card.full_time]
    Associate / Senior Associate, Private Equity.This range is provided by Inventure.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Recruitment Consu...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investing Associate San Francisco, CA

    Investing Associate San Francisco, CA

    Evergreen Services Group • San Francisco, CA, United States
    [job_card.full_time]
    Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    SF-Based Multifamily Acquisitions Associate - Growth & Deals

    SF-Based Multifamily Acquisitions Associate - Growth & Deals

    Sack Capital Partners • San Francisco, CA, United States
    [job_card.full_time]
    A dynamic real estate firm in San Francisco is seeking an Acquisitions Associate to support multifamily investments.The role requires strong analytical skills, financial modeling proficiency, and t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investment Banking - Private Capital Solutions - Associate

    Investment Banking - Private Capital Solutions - Associate

    JPMorganChase • San Francisco, CA, United States
    [job_card.full_time]
    We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Private Capital Solutions team, offering an exceptional opportunity to contribute to high-profile tran...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]