Valuation Associate Jobs in Minnesota (NOW HIRING)

JOB SUMMARY:

The purpose of a Corporate Development Associate is to support all aspects of the corporate development process. Responsibilities include company research, maintaining the acquisition pipeline, due diligence, valuation, financial analysis, synergy creation, integration support, and performance tracking. This position is exposed and works closely with senior leadership to evaluate and execute new acquisitions from prospecting to closing to integration.  This position will also have exposure to the Board of Directors.

ESSENTIAL JOB DUTIES:

• 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.
• Coordinate 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.
• Act 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.
• Assist 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:

The qualifications listed below are representative of the elements required to perform the job successfully, however in some cases, an equivalent combination of Education, Training, Certifications and Experience may meet the job 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.
• Work experience to include 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.

PHYSICAL & WORK ENVIRONMENT REQUIREMENTS:

Reasonable accommodations may be made to enable individuals with disabilities to perform Essential Job Duties.

Physical Requirements:

While performing the duties of this job, the employee is required to sit for long periods. Employee will occasionally be required to bend, kneel, balance, lift <20lb, walk, stand, ascend/descend stairs, drive, twist, and reach above and below shoulders.

Work Environment:

Employee will consistently be required to work indoors in an office setting, work alone and with others.  Office settings are mild to moderate temperatures.

We are fully committed to equal opportunities for employment to all individuals regardless of race, national origin, gender, religion, sexual orientation, disability, familial status, and any other classification protected under the law. We are an Equal Opportunity, Affirmative Action employer.
While this job description is intended to be an accurate reflection of the position, management reserves the right to modify, add, or remove duties and to assign other duties as necessary.

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