Private Equity Analyst — Growth Path & Co-Investment

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. 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.