Investment Professionals

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Latest Investment Professionals roles

Jr Consumer/Tech Analyst
Our client is seeking an analyst for a l/s fundamental equities team focused on the consumer & technology sector within a newly launched global hedge fund.
Responsibilities

- The analyst will be involved in all areas of the investment process, and as part of a small team, will be closely mentored and have the opportunity for immediate impact and substantial growth over time
- Drive financial research and analysis of potential and existing portfolio companies, including building of financial models, comparable company analyses, discounted cash flow valuations, and others. Incorporate alternative research modalities including alternative data and 3rd-party channel checks as appropriate
- Interface with company management teams, including investor relations and C-level executives
- Network with sell side research contacts as well as other investment management professionals
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Sr. Associate - Middle Market PE - Dallas

THE FUND

Our client is a global private equity fund with north of $9 billion in assets under management and is focused on control buyouts of businesses across a range of sectors with $10-$35m in EBITDA. They are currently deploying equity from their seventh vintage.

RESPONSIBILITIES

Senior Associates within the team play an end-to-end transaction execution and portfolio company management role. Senior Associates will:

  • Have extensive involvement with analyzing new investment opportunities in any one of the following sectors: Specialty Manufacturing & Distribution, Education & Training, Healthcare Services/IT, Tech Business Services/Software OR Consumer Goods
  • Provide quality input and feedback on new deal opportunities; participate in investment committee meetings
  • Perform miscellaneous research & due diligence as requested
  • Execute acquisitions across North America with a team of investment professionals
  • Support due diligence processes on transactions, including managing external providers
  • Draft significant portions of investment committee communications (memos)
  • Support the selection of lenders and the financing process
  • Assist in the development and execution of portfolio company investment and ultimately the exit strategies
  • Monitor portfolio company investments and report on a quarterly basis for investor reporting
  • Keep company records up to date
  • Support the CFO and CEO, especially in the context of refinancing, restructuring, or add-on acquisitions
  • Build relationships & work with portfolio company management to monitor performance, develop & execute growth strategies during firm’s hold period
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Vice President, Mid-Mkt PE, NYC

CLIENT:

A New York based Private Equity firm focused on investment opportunities in the lower middle market is looking to add a Vice President to its investment team. The firm primarily makes lead and control investments and select growth investments in software enabled business services, media/information services, telecom, and education. The firm is investing out of its third fund and has managed over $900 million in private equity commitments since its founding. The fund targets companies with enterprise values between $25 million and $150 million.

ROLE

The firm is seeking to hire a Vice President with 5-10 years of related work experience. This person will be responsible for sourcing and executing new investments as well as working with executive management teams of portfolio companies. He/she should effectively communicate and develop an investment theses along with its related risks and mitigating factors.

This Vice President will be expected to work collaboratively with management teams at portfolio companies leading debt financing relationships, building value through operational efficiency, organic growth and add-on acquisitions. This individual will also play a lead role in all parts of the transaction process, including: sourcing, modeling, completing industry research, writing investment memos, securing financing, and supporting post-close operational and strategic initiatives.

Deal teams at the firm typically consist of three investment professionals, requiring Vice Presidents to be extremely proactive in a fast-paced environment. The ideal candidate must have buy side and sell side investment transaction experience and possess the ability to evaluate, analyze, and synthesize investment opportunities.

This candidate must thrive in an entrepreneurial private equity culture and have the potential to grow into a larger role at the firm, including leading deals with increasing or complete independence.

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VC PE Healthcare Analyst/Associate - Boston

Our client is a life sciences and healthcare investment firm based in Boston and San Francisco with a sizable and committed capital base that is seeking a highly-motivated analyst to be part of a lean and entrepreneurial team. The firm makes significant investments in healthcare companies and works collaboratively with management teams in order to grow those businesses both organically and through business development activities. The firm has a strong track record of successful growth investing in a blend of private equity and venture capital strategies, complemented with deep operational expertise. For an Analyst who excels in this role, there will be opportunities for career progression within the firm.

RESPONSIBILITIES:

· Market analysis, forecasting and modeling of investment opportunities
· Business, technical and scientific diligence from both secondary and primary sources, including coordination of external domain experts
· Information aggregation, synthesis and dissemination to team
· Due diligence support

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Portfolio Management Associate
Real Estate Investment Firm seeks a Portfolio Management Associate to join team in CT.
FIRM
Our client is a private investment firm with over $60 billion in assets under management and a primary focus on real estate. The REIT vehicle invests in a diverse portfolio of income-oriented real estate across the US and Europe.
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Sr. Associate - Tech Enabled Business Services & Software

THE FUND

Our client is a global private equity fund with north of $9 billion in assets under management and is focused on control buyouts of businesses across a range of sectors with $10-$35m in EBITDA. They are currently deploying equity from their seventh vintage.

ROLE
The fund is looking for a Sr. Associate in their San Francisco office to predominately focus on Tech Enabled Business Services and Software
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Consumer Analyst
Our client is seeking an analyst for a market-neutral fundamental equities team focused on the consumer sector within a multi-billion global multi-strategy hedge fund.
Responsibilities

- The analyst will be involved in all areas of the investment process, and as part of a small team, will be closely mentored and have the opportunity for immediate impact and substantial growth over time
- Drive financial research and analysis of potential and existing portfolio companies, including building of financial models, comparable company analyses, discounted cash flow valuations, and others. Incorporate alternative research modalities including alternative data and 3rd-party channel checks as appropriate
- Interface with company management teams, including investor relations and C-level executives
- Network with sell side research contacts as well as other investment management professionals
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Growth Equity Associate / Sr. Associate - Boston

Growth Equity Associate/Sr. Associate – Boston - Immediate Start

Our client, a leading growth equity firm with offices in Shanghai, Hong Kong and Boston, is looking to add an Associate or Sr. Associate to their team in Boston. The Boston office focuses on investments in North America and Europe, with an emphasis on cross-border opportunities with China.

ROLE

The Associate/Sr. Associate will be a critical member of the investment team, responsible for supporting all aspects of deal identification and execution, as well as conducting high-impact market and industry research that will help shape the fund’s investment strategy in the U.S. This is an opportunity to join the core deal team in a high-growth investment firm, where the candidate will be expected to display strong leadership both in shaping the company's strategy and delivering results.

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Associate/ VP, Portfolio Operations
Our client provides capital for early-stage data-driven digital health companies that are poised to disrupt the status quo by expanding access to healthcare services, improving how care is delivered and paid for, and making the healthcare system more reliable and easier to navigate.

The fund was launched in 2017 and now has $600M under management. Our client rapidly accelerates and grows the impact of its portfolio companies by providing unparalleled access to incomparable data resources, channel relationships, and understanding of how health care is paid for and delivered at scale. Led by an impressive CEO and a group of passionate entrepreneurs and investors, our client is dedicated to supporting transformational ideas and teams that are making healthcare better for everyone.
Position
Title: Associate or Vice President, Portfolio Operations Team

Ideal Candidate:
• Motivated and enthusiastic self-starter who works on own initiative with light supervision.
• 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 and knowledge in business, entrepreneurship and healthcare.

The Responsibilities:
• Relationship Owner
o Initiate new relationships with Business Units
o Lead initial & recurring meetings
o Introduce new & existing portfolio companies
o Share portco updates
• Portfolio Company Advocate
o Connect portco’s with optimal parent company commercial opportunities
o Actively monitor & analyze fund/parent company commercialization
o Strategy sessions to evaluate & prioritize opportunities
o Provide guidance on commercialization paths/ processes
o Market landscaping
o Pipeline insight
• Strategy/ Market Insights
o Prepare parent company executive materials/ fund portfolio company updates
o Host C-Suite roadshows
o Host internal fund Teach-Ins
o Aid diligence/ pipeline development through parent company & external connectivity
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Associate

THE FUND

Our client is a global private equity fund with north of $9 billion in assets under management and is focused on control buyouts of businesses across a range of sectors with $10-$35m in EBITDA. They are currently deploying equity from their seventh vintage.

ROLE

Our client is looking to bring on an Associate in one of their US offices for summer 2021.

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