Senior Associate – Investment Support

Job Description

Senior Associate – Private Equity | StevenDouglas

The Tone:
StevenDouglas is exclusively seeking a driven and analytically rigorous Senior Associate to join an investment team within their client’s private equity firm. This full-time position is for a high-performing professional who will serve as a versatile, dependable, and essential resource across every stage of the investment lifecycle. The role is critical for supporting the client’s investment objectives, contributing to value creation initiatives, and ensuring meticulous oversight of portfolio company performance.

The TL;DR
• Role: Early Career
• Type: Full-time
• Team: Client’s investment team
• Mission: This person provides versatile support across the investment lifecycle, monitoring portfolio performance, and assisting with value creation and integration efforts.

What You’ll Actually Do
• Monitor Performance: Continuously track and analyze portfolio company results against established budgets, key performance indicators (KPIs), and strategic objectives on an ongoing basis.
• Drive Value Creation: Actively contribute to and support strategic initiatives aimed at increasing company value, encompassing operational enhancements, integration of bolt-on acquisitions, and optimization of go-to-market strategies.
• Prepare Board Communications: Aid in the development and compilation of comprehensive materials for Board meetings, and actively engage in periodic reviews of portfolio company performance and strategy.
• Collaborate on Improvements: Partner closely with operating partners and senior management teams within portfolio companies to pinpoint and execute opportunities for performance enhancement.
• Manage Integration Processes: Provide support for post-merger integration activities, which involve consolidating systems, ensuring organizational alignment, and monitoring the realization of synergies across newly acquired businesses.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, Economics, or a related discipline. Career level: Manager. Possesses a strong accounting foundation derived from significant experience.
• Experience: 3–4 years of professional experience obtained at a Big 4 firm, specifically within M&A Advisory, Transaction Advisory Services (TAS), or Turnaround & Restructuring / Restructuring & Strategy.
• Skills: Demonstrated strong financial modeling capabilities; adeptness at synthesizing complex financial and operational information into clear, concise written materials; proven strong communication and interpersonal skills, enabling credible interaction with management teams and advisors; demonstrated ability to manage multiple workstreams concurrently within a fast-paced, deadline-driven environment; exhibits an entrepreneurial mindset characterized by a bias toward action and a clear track record of taking ownership.
• Bonus: A CPA, CFA designation, or active progress toward either certification is considered a significant plus.