Full-Time

Associate Advisor

Posted on 5/15/2024

Expa

Expa

11-50 employees

Provides funding and support for startups

Financial Services
Consumer Goods
Social Impact

Junior

Los Angeles, CA, USA

Required Skills
Sales
Communications
Marketing
PowerPoint/Keynote/Slides
Requirements
  • 2 years minimum professional experience working in investment banking, private equity, corporate development, or real estate sales.
  • 4-year Bachelor’s degree.
  • Highly motivated, confident, professional, and coachable.
  • Advanced knowledge of business software (especially Word, Excel and PowerPoint).
  • Knowledge of financial modeling, corporate finance and accounting.
  • Excellent verbal and written communications skills, especially business writing skills.
  • Able to handle multiple projects with competing priorities.
  • Strong work ethic.
  • Good judgment in confidential situations and ability to exercise discretion.
  • High degree of comfort and confidence interacting with senior executives.
  • Flexibility and willingness to work outside normal business hours, as needed.
Responsibilities
  • Develop and maintain relationships with clients, providing strategic advice to maximize value.
  • Analyze company financials and determine enterprise value.
  • Assist in developing compelling marketing materials: teasers, Confidential Information Memorandum (CIM), and pitch decks.
  • Identify a universe of potential buyers to optimize the auction process.
  • Analyze offers and vet buyers to aid in the selection of the most suitable offer for clients.
  • Coordinate introductions between sellers and buyers and actively participate in negotiations.
  • Assist with the due diligence process, coordinating meetings with attorneys, CPAs, diligence teams, and principals providing input in deal structuring.
  • Coordinate with internal teams and external advisors to ensure seamless transaction execution.

Expa offers a dynamic environment where budding entrepreneurs can truly thrive, thanks to its focus on funding and supporting early-stage startups. Working here means being at the forefront of industry trends, as the company specializes in scaling and launching innovative new businesses. This role provides team members with the unique opportunity to be involved in transformative projects from inception to execution, fostering a rich learning experience and a culture of professional growth.

Company Stage

Seed

Total Funding

$50.5M

Headquarters

San Francisco, California

Founded

2013

Growth & Insights
Headcount

6 month growth

-7%

1 year growth

31%

2 year growth

4%