Investment Professionals

Our client is a principal investment firm focused on making complex, lower middle market investments in US real estate. The firm pursues opportunistic direct real estate investments and invests on both a direct basis and as a capital partner (LP) with top tier operating partners who have asset class and/or geographical expertise. Since its inception in 2007, the firm has executed investments with a total capitalization of more than $1.2 billion.

Our client is looking to hire one investment team member for a highly entrepreneurial role comprising both sourcing and execution. This team member will work directly with the Managing Partner and Vice President and offer candidates a unique opportunity to join a rapidly expanding private equity fund on the ground floor. The career-track role is best suited for candidates with a strong self-starting work ethic and deep network in the startup and VC ecosystem. The candidate should have a track record of thriving in unstructured entrepreneurial environments and a strong interest in technology and growth equity / private equity.

Candidates with backgrounds in venture capital, growth equity, private equity, investment banking, or management consulting are highly preferred. Ideal candidates should have prior experience sourcing and performing diligence in an investment role, exhibit fundamental knowledge of the technology space, and be comfortable in a lean team environment. This is an exciting opportunity to join a young, hungry, and entrepreneurial team with tremendous upside.

The core expectations for this role are quality and turnaround. Analysts will be tasked with projects by the investment partners and expected to deliver a high quality work product in an efficient time frame in the form of thoughtful, concise, and organized write-ups and/or presentations.

In the course of fulfilling that expectation, analysts should expect to:

• Develop and maintain financial models
• Read and interpret financial statements
• Conduct comprehensive due diligence on potential investment opportunities
• Summarize and communicate investment assumptions, risks, and opportunities in a concise and thoughtful way to the investment team
• Develop and maintain a detailed understanding of multiple industries and business models
• Expand his “circle of competence” to new areas and to master those areas
• Interact with investor relations and senior management at companies of interest
• Interact with sell-side analysts and other industry experts on companies of interest
• Maintain detailed knowledge of the economy and financial markets

Analysts will report directly to a partner, who will provide mentoring, feedback on job performance, and help prioritizing various assignments.

Geo: Virginia

The Position:

• Motivated and driven executor with strong commitment to organization and results.
• Confident and positive teammate bringing high-energy and drive for success while collaborating with team members and senior management.
• Flexible, agile and willing to get involved in many different aspects of the business as required.
• Passion, knowledge and developing networks within the entrepreneurial, investment and healthcare ecosystems.

The Responsibilities:

• Lead, drive and manage the end to end investment process for new and follow-on investments as directed by Principals and Partners.
• Lead investment committee preparation for new and follow-on investments
• Lead research on areas of interest, investment theses and prospects.
• Nurture and expand networks within the healthcare, entrepreneurial and healthcare communities in order to source prospective investment opportunities.
• Attend events and conferences to build relationships, sell the firm’s story and portfolio companies, and expand knowledge of industry/market.
• Expand relationships and knowledge across venture firms, accelerators, universities and the healthcare communities.
• Partner with Principals and Partners to participate in and learn key duties of Board role.