Associate - General Employment Inquiry Don't see an active opening that fits your background? Submit a general employment inquiry here, and we will keep your application for future openings!
What to expect when applying - Even if you have applied to Palm Tree in the past, you can use this portal to resubmit an updated resume, cover letter, or other information. Our recruiters will appropriately merge the latest information with your original application(s). And yes, we do read your cover letters!
- Confirmation: After you submit a general employment application, you will receive an email confirming that the team has received your updated application.
- Vetting: After your application has been reviewed and added to our active database, you will receive a second confirmation email. The timing for this step depends on current demand and hiring priorities, so we appreciate your patience if the process takes longer than expected.
- Screening: The hiring team will then reach out to arrange an introductory call if/when an appropriate hiring opportunity arises; timing for this is also based on demand and can vary wildly.
- Interviews: A formal interview process will be established for qualified candidates, with the timing of the process varying depending on our hiring priorities.
- While we do review every application, we are unable to personally respond with feedback to every candidate. This is due to the volume of applicants. We value transparency and thank you for understanding.
Position Overview The
Associate role at Palm Tree is a critical position responsible for supporting client engagements, managing workstreams, and delivering high-quality financial and operational insights. The ideal candidate for this role should have between four and six years of relevant, practical work experience. Associates collaborate closely with senior team members and clients to address complex challenges, including due diligence, financial modeling, business transformation, and M&A processes. This position offers a unique opportunity to develop expertise across multiple facets of M&A and private equity environments.
Responsibilities Client Engagement
- Collaborate with senior team members to execute financial and operational engagements, including due diligence, value creation, and transaction support.
- Build and refine financial models such as QoE, 13wkcf, AOPs, three-statement models, working capital assessments, financial reporting packages, dashboards, etc.
- Develop client deliverables, including reports, presentations, and dashboards, to support strategic decision-making.
- Analyze and synthesize data to provide actionable insights for clients.
Team Contributions
- Manage and mentor junior team members, ensuring high-quality work and professional growth.
- Support internal training initiatives and share best practices across the firm.
- Provide regular status updates to senior team members and maintain clear communication with clients.
Strategic and Operational Support
- Assist in business development efforts, including proposal creation and client relationship management.
- Contribute to firm-building initiatives such as talent acquisition, process improvement, and thought leadership.
Qualifications - Education/Credentials: A bachelor's degree in accounting, finance, business, or a similar field is necessary; a CPA or CFA designation is preferred.
- Experience:
- 4+ years of relevant professional experience in financial transaction advisory services, private equity, consulting, investment banking, restructuring, corporate/portco finance, or FP&A.
- Proven ability to lead junior staff and produce quality client results.
- Technical Skills:
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Experience with BI tools or data visualization platforms is a plus.
- Strong analytical, technical, and project management skills.
- Soft Skills:
- Initiative-taking, motivated, and self-starter attitude.
- Analytical and critical thinking abilities with meticulous attention to detail.
- Thrives under pressure in fast-paced settings.
- Excellent written, verbal, and interpersonal communication skills.
Compensation and Benefits - Base salary of $100k-$150k, with performance/metric-driven bonuses.
- Comprehensive benefits package, including health insurance, 401(k) with matching contributions, and unlimited paid time off.
- Hybrid work environment with access to offices in Los Angeles, Chicago, and New York.
- Opportunities for career advancement in a merit-based, entrepreneurial culture.
About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree specializes in supporting private equity firms, business operators, and management teams through strategic events such as mergers, acquisitions, divestitures, carve-outs, recapitalizations, restructurings, and performance improvement initiatives. The firm's unique model combines the expertise of private equity, Big-4 accounting, and investment banking, delivering actionable solutions tailored to the challenges of middle-market businesses.
Our Commitment to Diversity, Inclusion, Equity, & Access Our people are our greatest asset.
As skilled professionals faced with complex challenges, we value unique and creative ideas that help us grow stronger, smarter, and more adaptable for tomorrow. At Palm Tree, we view inclusion, diversity, equity, and access as critical to achieving excellence and belonging to foster an authentic culture where creative solutions flourish.
We believe that the diversity of our people strengthens our work for clients and the well-being of our company. We recognize the systemic barriers that have limited opportunities, access, and representation for women and minorities in the financial services industry. We are committed to developing a new paradigm to create a diverse and inclusive financial services firm of the future. We actively seek and welcome people of different backgrounds, from culture, experience, national origin, religion, sexual orientation, and age to gender, gender identity, gender expression, race, ethnicity, ability, neurodiversity, political views, veteran status, and more.
Together, we strive to create an environment that values diversity, promotes an inclusive culture, and establishes a profound sense of belonging for each team member.
***PLEASE BE ADVISED THAT WE ARE NOT PRESENTLY ENGAGING OUTSIDE RECRUITERS OR HEADHUNTERS FOR THIS SEARCH.*** An unsolicited resume submission could inadvertently disqualify a candidate's application. Qualified candidates should apply directly through this portal.
