About The Program
The Investment Analyst Program at the Savory Fund is designed to provide candidates with deep investment and business experience that forms a foundation for a career in private equity, venture capital, investment banking, and/or entrepreneurship. Analysts will gain experience in investment sourcing, due diligence, financial modeling, strategic planning, capital budgeting, and valuation.
Requirements And Experience
- Undergraduate degree in finance, economics, engineering, or another quantitative-centric field
- 6–24 months of experience in one or more of the following environments: Consulting, Investment Banking, Equity Research, Private Equity, Venture Capital, Corporate Strategy, or Entrepreneurship
- In addition to some experience in the above settings, candidates must have a grasp of the entrepreneurial process and investment environment. Candidates would be enhanced with some operational experience in a startup, growth, or tech-oriented company.
- Candidate must possess the ability to meet deadlines in a challenging, fast-paced environment.
- Candidate must be able to interface well with portfolio CEOs and executives, other investors, limited partners, and boards of directors. Must be socially capable and persuasive. An ability to quickly garner credibility when presenting before these types of audiences is critical.
Duties
- Financial statement modeling: Create forecasts and analyses to model the effects of changes in key business assumptions
- Due diligence: Drive process to identify and mitigate risks and author action plans to improve growth
- FP&A and portfolio brand financial support: (NEW) Provide financial planning and analysis support to portfolio brands, including budgeting, forecasting, variance analysis, and ad hoc financial reporting to drive operational and strategic decision-making across the portfolio
- Market research: Identify new investment trends and opportunities
- Deal screening: Identify targets, call and/or meet with prospects, evaluate opportunities
- Competitive landscape: Map the competitive, partner, and acquisition companies against the target
- Valuations: Prepare market-based valuations using observable private and public information
- Internal firm documentation: Build investment memo, performance plan, and harvest forecasting
About Savory Fund
Savory Fund is focused on delivering outsized returns through strategic investments into brands and technologies in the food and beverage industry. Savory partners with high-potential, profitable, and emerging restaurant brands to deliver financial capital, industry expertise, profitability enhancements, and new location development. The Savory team contributes directly to all aspects of growth and replication by using a proven playbook and methodology. Founder involvement in the expansion of a brand is a central theme of the Savory approach, as founders carry the tribal knowledge around the uniqueness that has energized early success and is essential to future growth.
Savory Restaurant Fund Company Culture Highlights
- Winner of Comparably's Award for Best Company Outlook 2023
- Winner of Comparably's Award for Best CEOs for Women 2023
- Winner of Comparably's Award for Best Places to Work in Salt Lake City 2022
- Winner of Comparably's Award for Best Career Growth 2022
- Savory Restaurant Fund is ranked in the top 5% of companies for Overall Culture on Comparably.
- Savory Restaurant Fund is ranked in the top 5% of companies for Manager Score on Comparably.
To apply, please submit your application by March 20, 2025.
Skills
Financial Modeling
Valuations
