Evergreen Services Group
Financial Services
InvestingAssociate
“Investing Associate at Evergreen Services Group. Skills: Financial modeling, Investment analysis, Transaction execution. Analyze investment opportunities. Present investment findings”
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
2 years investment banking experience, 2 years private equity experience, Outstanding financial modeling skills, Outstanding analytical skills, Understanding of accounting, Understanding of finance, Demonstrated ability to work in small team, Demonstrated ability to work in entrepreneurial team
Nice to Have
CFA charterholder preferred, CPA preferred, FRM preferred, Series 7 preferred, Series 63 preferred, Series 65 preferred, Bloomberg Terminal proficiency preferred, Reuters Eikon proficiency preferred, FactSet proficiency preferred
What You'll Do.
Analyze investment opportunities
Present investment findings
Construct financial models
Perform returns analyses
Coordinate investment transactions
Conduct due diligence
Mentor junior analysts
Support junior analysts
How You'll Work.
Team & Collaboration
Cross-functional teams; Portfolio company management
Communication Scope
Presentations
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