Investment Associate (New Orleans Based)
About The Position
From our New Orleans office you will work with SFA’s Partners and directly support our Searchers while gaining significant exposure to entrepreneurship and private equity, specifically search fund investing, across myriad industries and business models. Through hands-on experience and under the direction of the Partners, you will develop analytical, operational, and management skills, within a growth-oriented company setting. You will also build a career-long strategic network of relationships and friendships. Your Day-to-Day: Evaluate Opportunities: Assist in developing investment theses Deal Execution: Support of Searchers and Partners Work with Searchers: Perform valuation analyses on target companies, negotiate LOIs, scope and coordinate due diligence, develop and maintain financial models, perform sensitivity analyses, prepare bank presentations, and draft investment memoranda Process/Workflow: Apply SOP’s to optimize impact & maximize success Tech Stack: Administer our tools for continuous improvement & development Brand Ambassador: Champion SFA’s culture across recruiting activities, on-campus events, conferences, and our annual CEO retreat. How You Know It's Right: Ideal Traits: Interested in entrepreneurship High energy, enthusiasm, strong EQ Friendly, empathetic, with a sense of humor Thrive in a small team, startup environment Can present to and train others in small group settings
Requirements
- Bachelor’s Degree (or equivalent)
- Financial (LBO) Modeling +4yrs: Institutional Investments and/or Operations (preferred)
- Skills: Quantitative, Analytical, Research, Process Oriented
Nice To Haves
- Institutional Investments and/or Operations
Responsibilities
- Assist in developing investment theses
- Support of Searchers and Partners
- Perform valuation analyses on target companies
- Negotiate LOIs
- Scope and coordinate due diligence
- Develop and maintain financial models
- Perform sensitivity analyses
- Prepare bank presentations
- Draft investment memoranda
- Apply SOP’s to optimize impact & maximize success
- Administer our tools for continuous improvement & development
- Champion SFA’s culture across recruiting activities, on-campus events, conferences, and our annual CEO retreat
Benefits
- $125,000/yr + Bonus Potential
- 100% of your health plan (we want you to be taken care of completely)
- Paid Time Off
- Training & Professional Development
- Collaborative & Relaxed Offices
- Small Teams
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1-10 employees
