Investing Associate: Long-Term M&A for Growth & Impact

Evergreen; San Francisco (CA); On-site; USD 190,000 - 210,000; Full time

Benefits offered by this job

Medical & dental coverage

Unlimited PTO

401(k) match

Family planning support

Job summary

Evergreen, a San Francisco-based holding company, is seeking an Associate to join the Investing team. The ideal candidate will support deal execution from start to finish, prepare investment memos, build detailed financial models, and coordinate transactions with counsel, investors, and portfolio company management.

This role is based in San Francisco and offers a collaborative, growth-oriented environment.

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
• Demonstrated ability and interest in working in a small, entrepreneurial team

Responsibilities

• 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 (due diligence providers, counsel, investors, portfolio company management, etc.)
• Mentor and support junior analysts through early career development

Skills

Investment banking or PE experience

Financial modeling

Accounting and finance

Investing interest

Small team collaboration

Job description

Evergreen, a San Francisco-based holding company, is seeking an Associate to join the Investing team. The ideal candidate will support deal execution from start to finish, prepare investment memos, build detailed financial models, and coordinate transactions with counsel, investors, and portfolio company management.

This role is based in San Francisco and offers a collaborative, growth-oriented environment.