Deal Team VP or Advanced Sr Assoc - San Francisco

Private Equity VP1 or Advanced Senior Associate - San Francisco Bay area

About the Role

The VP or Advanced Senior Associate will join a San Francisco area based private equity firm focused on lower middle-market investing.

This is a rapidly growing lower-middle-market private equity firm investing in essential businesses within the modern industrial economy. The firm differentiates itself through a deeply hands-on, partnership-driven approach—working closely with management teams from day one to drive operational improvement and sustainable growth. Backed by a successful debut fund and preparing to raise its second fund in Q2, the platform is gaining momentum and selectively expanding its investment team.

The firm offers an entrepreneurial, high-performance culture with meaningful exposure across the full investment lifecycle, strong mentorship from experienced investors and operators, and clear opportunities for growth as the platform scales.

Firm's Investment Strategy:

• Target: $5-35M EBITDA

• EV: $50-30M per investment

Job Description:

The VP or Advanced Senior Associate will support the firm’s investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm. Specific responsibilities include:

• Investment Evaluation: Support all aspects of sourcing, screening, diligence, and ongoing management of investment opportunities

• Market & Industry Research: Analyze target industries, end markets, and competitive landscapes to inform investment theses

• Financial Modeling & Analysis: Build and refine detailed financial models; perform valuation and scenario analyses to support investment decisions

• Transaction Execution: Assist in structuring transactions, managing diligence workflows, preparing investment committee materials, and supporting negotiations and close

• Portfolio Support: Partner with portfolio company leadership on value-creation initiatives, including growth strategy, operational analysis, and performance improvement efforts

Professional Experience & Qualifications

• 4+ years of experience in investment banking and/or private equity; middle-market buyout experience preferred

• Strong financial modeling, valuation, and analytical skills, with a deep understanding of financial statements, diligence processes, and transaction execution

• Comfortable operating in lean, fast-paced environments and taking ownership amid ambiguity

• Collaborative, high-integrity team player with strong communication and interpersonal skills; able to clearly articulate complex ideas to investors, executives, and advisors

• Highly analytical and detail-oriented, with a commitment to producing high-quality work and a “roll-up-your-sleeves” mindset

• Genuinely interested in building and scaling businesses, not just executing transactions

• Exposure to industrial, manufacturing, services, or related sectors is a plus

• Bachelor’s degree required (Finance, Economics, Accounting, or related field preferred); MBA a plus but not required

Find your fit - View all open positions at Soul Equity.

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.