Investing Analyst - 2027

Evergreen Services Group

$165K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Rising College Senior (graduating Spring 2027 / December 2026)
  • Strong academic performance at a leading university (GPA minimum of 3.7)
  • Investment banking or private equity internship experience
  • Financial modeling and analytical experience; baseline understanding of accounting and finance
  • Strong communication skills
  • Interested in joining a small, entrepreneurial team

Responsibilities

  • Assess and identify new acquisition opportunities
  • Perform analyses and build financial models
  • Manage service providers such as accountants, consultants, and lawyers
  • Drive acquisitions to close
  • Interface directly with external parties like business owners and investment banks

Benefits

  • Full medical and dental coverage
  • Unlimited PTO
  • 401(k) match
  • Family planning support
  • Emphasis on diversity, equity, and inclusion in hiring
Full Job Description
The Role:

We are looking to add an Analyst to join our investing team in September 2027. As an Investing Analyst, you will play critical role throughout the entire lifecycle of a deal. Your responsibilities will include assessing and identifying new acquisition opportunities, performing analyses and building financial models, managing service providers (accountants, consultants, lawyers etc.) and driving acquisitions to close. Empowerment is one of our three core values and this is reflected in the type of work and ownership that you would receive at Evergreen.

This role is an unparalleled opportunity that will allow you to be an integral part of a lean deal team, interface directly with external parties like business owners, investment banks and capital providers, as well as work closely with Evergreen's platform company CEOs.

Qualifications:
  • Rising College Senior (graduating Spring 2027 / December 2026)
  • Strong academic performance at a leading university (GPA minimum of 3.7)
  • Investment banking or private equity internship experience
  • Financial modeling and analytical experience; baseline understanding of accounting and finance
  • Interested in investing and learning about new industries
  • Strong communication skills
  • Interested in joining a small, entrepreneurial team


You would be a great fit for this role if:
  • You're a team player who values collaboration and shared success
  • You work well in ambiguity and enjoy a challenge
  • You appreciate feedback from those around you and love learning from others
  • You're excited about Evergreen's mission to build the best home for businesses and their leaders
  • You take ownership for your performance and have a high personal quality bar
  • You're detailed oriented and comfortable balancing qualitative and quantitative information to form an opinion

Other Information:
  • Start Date: September 2027
  • Location: San Francisco (4 days / week in-person)
  • Compensation: $165k all-in compensation (base salary + bonus)


We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!

DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN

At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion ("DE&I") is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.

Compensation

A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.

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