Corporate Development Associate

Job Summary

The purpose of a Corporate Development Associate is to support all aspects of the corporate development process.

Responsibilities

• Review new deal opportunities with Partners and prepare screening memos and financial models as appropriate.
• Work with team on sourcing and closing portfolio company platform and/or add-on acquisitions.
• Analyze historical and projected financial statements.
• Create and analyze financial projection and leveraged buyout models.
• Perform data gathering and analysis about a company and/or industry.
• Interview management, customers, competitors, investors, analysts, partners, and suppliers.
• Present findings, key takeaways, and recommendations to team members.
• Analyze performance, business dynamics, and outlook for portfolio companies.
• Participate in management meetings and presentations with Partners for new investment opportunities.
• Manage diligence efforts with the deal team and present findings and recommendations to the investment committee.
• Cook up the underwriting process of fund investments, including an investment memorandum supported by detailed analysis and in-depth industry research.
• Participate in the negotiation and closing of documentation related to the investment.
• As primary backup to Partners on assigned existing portfolio investments, prepare or coordinate the preparation of monthly financial calls, quarterly board materials and portfolio valuations.
• Afford assistance to the Partners with all aspects of ongoing legal documentation requirements for the assigned portfolio.
• Participate in regular calls with management teams.
• Other duties may be assigned.

Qualifications

• Education, Training, Certifications: Bachelor’s or Master’s degree preferred with an emphasis in finance, accounting, or economics.
• Experience, Knowledge, Skill Requirements: 2-3 years of financial due diligence/transaction advisory, investment banking, or private equity experience.
• Communication Skills: Must have the ability to effectively read, write, and communicate in English with employees and customers.
• Systems And Software Skills: Strong academic backgrounds with advanced degrees and certifications, CPA/CFA/MBA, strongly preferred.
• Minimum of 2-3 years combined work history to include public accounting in Audit and Transaction Advisory, Corporate Development, Investment Banking, and/or Private Equity.
• Responsibilities for business and financial analysis, mergers and acquisitions, financial modeling, and research.
• Strong communication skills, a high motivation level, and outstanding interpersonal skills are also required.
• Other Qualifications: Valid driver’s license with acceptable driving record required. Must be able to comply with SFPH’s Drug and Alcohol policy and Background screening requirements, which may also include customer-specific requirements based on a contractual agreement.