Investment Associate - First Hire at a Newly Formed Private Equity Firm | Palm Beach

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.

All candidates should make sure to read the following job description and information carefully before applying.

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. xhyhwjd
• 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