Private Equity Analyst — 3rd Hire at an Emerging Family Office

StevenDouglas; Fort Lauderdale (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Relocation assistance

Co-investment opportunities

Job summary

StevenDouglas has been exclusively retained by an emerging family office in Broward County to hire an Analyst as the third member of its investment team. This role sits alongside the Founder and Associate, giving hands-on exposure to diligence, modeling, and portfolio support.

You will build financial models, assist with screening and LOIs, prepare lender and investor materials, and work directly with portfolio company management on reporting and integration.

Qualifications

• 1–2 years post-undergrad in investment banking, private equity, family office, M&A or related fields.
• Strong finance and accounting fundamentals; cash flow modeling is key.
• Comfort with messy or closely held financials; know what matters.
• Bachelor's in finance, accounting, economics, or related field; CPA/CFA progress welcome.
• Clear communication and a bias toward action.

Responsibilities

• Build financial models to evaluate acquisitions — cash flow, capital structure, return drivers
• Support deal execution end to end: screening, diligence, LOIs, coordinating advisors, driving to close
• Perform financial and operational due diligence, including normalizing unaudited, closely held records
• Prepare lender and investor materials: debt financing models, decks, transaction summaries
• Work hands-on with portfolio company management on reporting, add‑on integration, and operations

Skills

Financial modeling

Due diligence

Deal execution

Financial analysis

Communication

Education

Bachelor's in finance

CPA/CFA progress welcome

Tools

Excel

Job description

StevenDouglas has been exclusively retained by an emerging family office in Broward County to hire an Analyst as the third member of its investment team.

About our client

Our client partners with founder-led businesses across the middle and lower middle market.

They invest their own capital and syndicate alongside high-net-worth individuals, family offices, and professional athletes. That independence lets them move quickly and pursue deals a traditional fund mandate would screen out. In a given week the firm may be working an acquisition, a sell-side process, a real estate transaction, and a capital raise at the same time.

The opportunity

You will report to the firm's Associate, whom we placed with this client, and work directly alongside the Founder. This is deliberately broad rather than specialized: you will sit in diligence calls, draft the LOI, build the model the lender sees, and then go help solve whatever the portfolio company needs that week.

What you'll do

• Build financial models to evaluate acquisitions — cash flow, capital structure, return drivers
• Support deal execution end to end: screening, diligence, LOIs, coordinating advisors, driving to close
• Perform financial and operational due diligence, including normalizing unaudited, closely held records
• Prepare lender and investor materials: debt financing models, decks, transaction summaries
• Work hands-on with portfolio company management on reporting, add‑on integration, and operations

What we're looking for

• 1 to 2 years post-undergrad in investment banking, private equity, a family office, M&A or management consulting, transaction advisory / financial due diligence, or public accounting
• Strong finance and accounting fundamentals — cash flow modeling is the key technical skill for this seat
• Comfort with messy, incomplete, or closely held financials, and the judgment to know what matters in them
• Bachelor's in finance, accounting, economics, or related. CPA or CFA progress welcome, not required
• Clear communication and a bias toward action

Compensation and growth

Competitive base plus performance bonus, co-investment opportunities, potential carried interest as the role progresses, and relocation assistance for the right out-of-market candidate. A defined path to Associate as the platform scales.