Evergreen · 1 day ago
Investing Associate
San Francisco, CA
Full-time
Hybrid
Entry, Mid Level
$195K/yr - $195K/yr
2+ years expEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. They are seeking an Investing Associate to support the execution of deal processes and the evolution of their capital allocation strategy.
FinanceFinancial ServicesInformation Technology
Responsibilities
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
Qualification
Required
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
Preferred
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
Benefits
Full medical and dental coverage
Unlimited PTO
401(k) match
Family planning support
And much more
Company
Evergreen
Evergreen is a holding company focused on acquiring technology services companies.
11-50 employees
H1B Sponsorship
Evergreen has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2020 (4)
Funding
Current Stage
Early StageTotal Funding
unknown2017-01-13Private Equity
Leadership Team
Jeff Totten
Founder & CEO
Brad Wittwer
Co-founder & COO
Recent News
Australian FinTech
2025-08-29
Company data provided by crunchbase