Investing Associate

The role

The Associate will support the execution of deal processes and the evolution of capital allocation strategy. This person will perform due diligence, financial modeling, and coordinate investment transactions.

What you will do

• Perform due diligence, analysis and execution across multiple simultaneous acquisitions
• Prepare investment memos and letters of intent
• Present investment opportunities/findings to team and investors
• Construct detailed financial models and returns analyses
• Coordinate the execution of investment transactions across all parties involved
• Mentor and support junior analysts through early career development

Required qualifications

• 2 years of investment banking or private equity investing experience
• Outstanding financial modeling and analytical skills
• Strong understanding of accounting and finance
• Passion for investing and learning about new industries
• Strong communication skills
• Demonstrated ability and interest in working in a small, entrepreneurial team

Nice to have

• Strong will-to-win and get excited by ambiguous, challenging situations
• Resourceful and can find a means to resolution in unfamiliar environments
• Value relationship-building and are excited about working with small business owners
• Coachable: actively pursues feedback & development
• Accountable: takes ownership for business performance; answers for challenges/failures
• Selfless team-player: puts the mission and teammates ahead of themselves

Benefits

• Full medical and dental coverage
• Unlimited PTO
• 401(k) match
• Family planning support

About the company

Evergreen is a San Francisco-based holding company that acquires and operates B2B services companies across North America. It is backed by Alpine Investors, a leading private equity firm.