Investing Associate

The Role

We are looking to add an Associate to our Investing team. The perfect candidate is someone who can hit the ground running by slotting directly into deal teams, supporting the execution of deal processes from start to finish, and supporting the evolution of our capital allocation strategy. This position is based in San Francisco.

Responsibilities include but are not limited to

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

Qualifications

Successful candidates will have the following attributes

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

You would be a great fit for this role if

• You have a strong will-to-win and get excited by ambiguous, challenging situations
• You are resourceful and can find a means to resolution in unfamiliar environments
• You value relationship-building and are excited about working with small business owners
• You share Evergreen's values, particularly in the following areas:
• Coachable: actively pursues feedback & development
• Accountable: takes ownership for business performance; answers for challenges/failures
• Selfless team-player: puts the mission and teammates ahead of themselves
• You are excited about Evergreen's mission to build the best home for businesses and their leaders

Other Information

• Location: San Francisco (Hybrid)
• Compensation: $195k (base and bonus) plus PIUs (Profit Interest Units)

Additional information

We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!

Diversity, Equity, & Inclusion at Evergreen

At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion ("DE&I") is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role.

These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation.

At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.

Compensation

A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.