Investment Associate — First Hire at a Newly Formed Private Equity Firm | Palm Beach Job at StevenDouglas, Palm Beach County, FL

  • StevenDouglas
  • Palm Beach County, FL

Job Description

StevenDouglas has exclusively partnered with a newly formed private equity firm on its first investment hire. The firm was founded by a highly successful investor with roughly two decades of middle-market experience and a strong track record of completed platform and add-on transactions. It acquires founder-led and family-owned businesses and already oversees an established portfolio.

This is the firm's first investment hire — a rare chance to get in at the ground floor of a platform being built by someone who has done this successfully before.

WHY THIS ROLE IS DIFFERENT

  • You are the second investment professional at the firm. Every live opportunity crosses your desk. You will be in the room for decisions that at a larger fund would happen three levels above you.
  • Real ownership of transactions, immediately. Primary responsibility for diligence and for running a deal start to finish.
  • A stated succession path. The founder is explicit about wanting a long-term partner in building this business — someone to mentor and hand increasing responsibility to over time.

WHAT YOU WILL DO

  • Work directly with the founder on investment evaluation, structuring, and value creation, with responsibility expanding over time
  • Own diligence and transaction execution start to finish — financial modeling, financial statement analysis, and investment materials
  • Work closely with portfolio company management teams, and senior advisors to manage current investments, including analyzing potential add-on investments, refinancing opportunities, and exit strategies.
  • Develop investment memorandums and presentation materials for internal investment committees and external stakeholders.

WHAT WE ARE LOOKING FOR

  • 2+ years of relevant experience in investment banking, private equity, management consulting, or similar analytical role
  • Strong financial modeling, financial statement analysis, and presentation skills
  • Meaningful M&A and equity transaction experience, and genuine comfort with LBO modeling

If interested, please apply directly to the position or email your resume to Bosterlund@stevendouglas.com

Job Tags

Full time, Immediate start

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