Associate, Consulting Services

Consulting Services - General Employment Inquiries

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. Ourrecruiters 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 varyingdepending 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

Team Contributions

Strategic and Operational Support

Qualifications

4+ years of relevant professional experience in financial transaction advisory services, private equity, consulting, investment banking, restructuring, corporate / portco finance, or FP&A.

Advanced proficiency in Microsoft Excel and PowerPoint.

Initiative-taking, motivated, and self-starter attitude.

Compensation and Benefits

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.

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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.

An unsolicited resume submission could inadvertently disqualify a candidate's application. Qualified candidates should apply directly through this portal.

Who referred you to this position? Enter their first and last name here.

Are you willing to relocate?

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Desired salary

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