Job Description

Investment Associate (New Orleans Based)

Department: Finance

Employment Type: Full Time

Location: New Orleans, LA (SFA)

Reporting To: Matt Parker

Compensation: $125,000 - $150,000 / year

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!