The Role
As an Investment Associate, you'll evaluate investment opportunities, support deal execution, conduct financial analyses, and improve processes while engaging with partners and building networks.
Summary Generated by Built In
Your Professional Development:
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
Needed for Success:
- Bachelor’s Degree (or equivalent)
- Financial (LBO) Modeling
- +4yrs: Institutional Investments and/or Operations (preferred)
- Skills: Quantitative, Analytical, Research, Process Oriented
SFA's Contributions to You!
- $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
- Our Offices: Collaborative & Relaxed
- Our Teams: Small, your impact is not only noticed but also appreciated!
About
At TheCoTeam we are the Anti-Recruiters. We help companies hire for a fraction the price of recruiters and white-label the leading edge of their hiring process. We do this by:Crafting exceptional job postsPosting these job descriptions to sites to drive applicationsReview all inbound resumesInviting the most promising candidates to initial interviews (aka "Pre-Interviews")Assuring the appropriate alignment of skills/cultural fit/compensationPosting all interview notes, scorecards, and our assessment for reviewShort-listing the best candidates for 2nd Round interviews directly with the hiring companyThis saves companies at least 10hrs per role and allows them to focus on running their business!
Skills Required
- Bachelor's Degree (or equivalent)
- Financial (LBO) Modeling
- +4yrs: Institutional Investments and/or Operations
- Skills: Quantitative, Analytical, Research, Process Oriented
Am I A Good Fit?
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The Company
What We Do
TheCoTeam provides services to attract talent, process applicants, and connect companies with qualified candidates, often at a reduced cost. They also offer coaching and consulting to help businesses run more efficiently.
