- 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
- Marketing - Provide support and attend industry events, conferences, trade shows, etc.
- Team player
- Self-starter
- Strong analytical and communication (verbal and written) skills
- Outstanding organizational abilities
- High attention to detail
- Desire to learn
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Equity Analyst
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Morgan Stanley Boston, United StatesMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a com ...
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GMO Boston, United StatesFounded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We offer strategies and solutions where we believe we are positioned to add the greatest value for our investors. These include multi-a ...
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Equity Research Associate
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Jefferies Financial Group Inc. Boston, United StatesTop investment bank is seeking an equity research associate to support senior biotechnology analyst covering mid- and small-cap companies out of our Boston office. · Responsibilities will include: · * Conducting proprietary research evaluating biotech companies' therapeutic pipel ...
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Equity Research Analyst
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Janney Boston, United StatesJanney Montgomery Scott LLC, Boston, Massachusetts, United States of America · • · Janney Montgomery Scott LLC, Philadelphia, Pennsylvania, United States of America · • · Janney Montgomery Scott LLC, Atlanta, Georgia, United States of America · Job Description · Posted Friday, ...
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Equity Research Analyst
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Selby Jennings Boston, United StatesLocation: · Boston, MA · A leading Investment Management firm is seeking an Equity Research Analyst to join their firm here in Boston. w. · Position Overview: · The ideal candidate will possess strong analytical skills, a deep understanding of financial markets, and a passion f ...
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Equity Research Associate
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Jefferies Boston, United StatesJob Description · Top investment bank is seeking an equity research associate to support senior biotechnology analyst covering mid- and small-cap companies out of our Boston office. · Responsibilities will include: Conducting proprietary research evaluating biotech companies' t ...
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Equity Portfolio Analyst
1 day ago
Wellington Management Boston, United States Full timeAbout Us · Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, d ...
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Senior Equity Analyst
4 days ago
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Equity Analyst
2 weeks ago
Eaton Vance Boston, United StatesMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a com ...
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Equity Research Analyst
20 hours ago
Wellington Management Boston, United StatesAbout Us · Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, d ...
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Equity Research Analyst
1 week ago
Wellington Management Boston, United StatesAbout Us · Wellington Management · offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries ...
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Equity Analyst
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M S CO Boston, United States: · Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we share ...
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Equity Research Associate
3 weeks ago
Kennison & Associates Boston, United StatesOur client, a well-known healthcare-focused investment banking firm, is seeking an Equity Research Associate to join their Life Science Tools and Diagnostics team. Primary duties include putting together investment recommendations based on valuation and risk assessment of compani ...
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Portfolio Analyst, Private Equity
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National Black MBA Association Boston, United StatesJob Description: · The Department · With more than $700 billion in assets under management as of March 31, 2023, Fidelity's Strategic Advisers, LLC (SAI) is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of invest ...
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Senior Equity Research Analyst
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TOIGO Foundation Boston, United StatesWho We Are: · With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission ...
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Portfolio Analyst, Private Equity
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Fidelity TalentSource LLC Boston, United States· Job Description: · The Department · With more than $700 billion in assets under management as of March 31, 2023, Fidelity s Strategic Advisers, LLC (SAI) is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of inv ...
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Senior Equity Research Analyst
4 days ago
Aristotle Capital Management, LLC Boston, United StatesWho We Are: · With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission ...
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Senior Associate, Equity, Proximity,
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New Profit Boston, United StatesPOSITION: Senior Associate, Equity, Proximity, & People Operations · LOCATION: Boston, MA or Washington, D.C. (in office 2-3x per week) · ABOUT NEW PROFIT · New Profit is a nonprofit venture philanthropy organization that backs breakthrough social entrepreneurs who are advancing ...
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Equity Research Analyst
3 weeks ago
Next City Boston, United StatesA leading Boston-based value equity manager with $12 billion in AUM is looking for an equity research analyst to work cooperatively with fellow analysts and support a team of senior investment professionals. The role will entail extensive financial modelling, data gathering, due ...
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Senior Equity Analyst
1 week ago
Pegasystems Boston, United StatesThe Senior Equity Analyst will be aligned with the global Payroll Teams and will assume the primary task and responsibility of administering the global equity administration for all employees. He or she will independently administer international equ Equity, Analyst, Senior, Acco ...
Private Equity Associate/Analyst - Boston, United States - Soul Equity Solutions
Description
Private Equity Associate/AnalystAbout 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
The Associate/Analyst will join a private investment firm, in their Boston, MA office.
Key Responsibilities
The Associate will support senior investment professionals in investment sourcing, due diligence, and portfolio management functions of the firm. Specific responsibilities include:
Minimum of 2 years of experience in investment banking, private equity or credit/lending, with lower middle-market experience a plus.
Personal Characteristics
Ability to multi-task in a dynamic environment, work independently, prioritize work effectively, and meet stringent deadlines while maintaining high quality of work standards.
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.
