Investment Professionals

Post-MBA Investment Professional

Latest Investment Professionals roles

Equity Investment Analyst

$40B+ Investment Management Firm is looking to hire an Investment Analyst to work on $16B Flagship Fund.

Responsibilities

• Analyze global companies and generate investment ideas within the investment strategy. The successful candidate should be flexible, and willing to work within the framework of the strategy.

• Perform thorough fundamental analysis of a company’s business and financial position; including cash flow analysis, balance sheet and income statement evaluations. Utilize a quantitative screening tool to help target research. Coverage responsibilities will span geographies and industries.

• Develop and communicate investment recommendations based on comprehensive industry and company research through various sources of information, including annual reports, networking with industry contacts as well as interviews with senior management.

• Assist in the continued build out of the strategy, including detailed analysis of stocks across multiple sectors and participating in internal and external presentations. Key to the strategy is the analyst’s skill in honing in on stocks that will be able to achieve a shareholder yield.

Qualifications

• Fundamental equity research experience required

• MBA Required

• A demonstrable track record of success in stock selection.

• A highly evolved skill set in developing a view point on a company as a result of detailed financial models and company research.

• Capacity to function with minimal supervision while providing appropriate and meaningful feedback to senior management on issues/challenges.

• Demonstrated ability to work in a team environment, adapt to an entrepreneurial group, and to think and act independently.

• Strong verbal and written presentation skills, with the ability to communicate in a timely and investment-relevant manner.

• Demonstrated understanding of financial statements, models and our disciplined approach to investing.

Qualifications/Requirements

Responsibilities

• Analyze global companies and generate investment ideas within the investment strategy. The successful candidate should be flexible, and willing to work within the framework of the strategy.

• Perform thorough fundamental analysis of a company’s business and financial position; including cash flow analysis, balance sheet and income statement evaluations. Utilize a quantitative screening tool to help target research. Coverage responsibilities will span geographies and industries.

• Develop and communicate investment recommendations based on comprehensive industry and company research through various sources of information, including annual reports, networking with industry contacts as well as interviews with senior management.

• Assist in the continued build out of the strategy, including detailed analysis of stocks across multiple sectors and participating in internal and external presentations. Key to the strategy is the analyst’s skill in honing in on stocks that will be able to achieve a shareholder yield.

Qualifications

• Fundamental equity research experience required

• BA/BS. MBA and/or CFA.

• A demonstrable track record of success in stock selection.

• A highly evolved skill set in developing a view point on a company as a result of detailed financial models and company research.

• Capacity to function with minimal supervision while providing appropriate and meaningful feedback to senior management on issues/challenges.

• Demonstrated ability to work in a team environment, adapt to an entrepreneurial group, and to think and act independently.

• Strong verbal and written presentation skills, with the ability to communicate in a timely and investment-relevant manner.

• Demonstrated understanding of financial statements, models and our disciplined approach to investing.



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VC Investment Professional

We're working on an exciting opportunity at the top emerging VC fund based in SF. Their mission is to bring automation to the real economy; they focus on companies that bring together human and artificial intelligence. The team is wrapping up a successful fund one, and looking for an investment professional to join their team as they start investing out of fund two.

This is a unique opportunity to join a lean team with strong investing and operating DNA and goals of becoming the top player in the space. Ideally candidates have a mix of operating and early stage investing experience, have the ability to source opportunities, build good will with founders/CEOs, lead due diligence, and champion the full investment process.

CLIENT

Our client is an early stage venture capital firm investing in the automation of the real economy

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Enterprise Venture Capital Investment Professional
CLIENT
Our client is a newly formed $500mm stage agnostic venture capital firm that invests across technology with a focus on enterprise investments . The Founding Partner started the firm after spending 19 years at a premiere, multi-stage venture capital investment firm with $7bn+ under management across multiple funds. This is an exciting opportunity to join the founding team and work directly with the Founding Partner in a highly entrepreneurial environment. The Firm has unique access to thousands of enterprises across 70+ countries to support its portfolio companies’ growth.
The Firm is currently making investments and will publicly launch the firm in coming months.
OPPORTUNITY
Our client is seeking an Investment Professional to join the team immediately in the Bay Area. The firm is flexible on an Associate, Sr. Associate or VP title, depending on level of experience. The role can be a career-track position for the right candidate. The Investment Professional will work closely with the Founding Partner on all phases of the investment process – candidates must have a strong network and be able to source deals. Depending on level of experience, the Investment Professional will be able to take board seats with the portfolio companies.
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Biotech Analyst

Biotech Analyst – Long Only Asset Manager – New York

Our client is a well-established Long Only Asset Manager focused on innovation. The ideal candidate will have at least 3 years of buy-side public equities experience (long/short or long only), at a fund with a long-term, deep-dive fundamental investing strategy, focused on biotech or pharmaceuticals. The candidate should have experience generating investment ideas and independently conducting full due diligence on stocks.

In addition, the candidate should have extensive experience with the following responsibilities:
- Building detailed drug product revenue and operating models
- Building DCF and NPV models with scenario analysis
- Analyzing clinical data in depth and probability of success of clinical trials
- Evaluating competitive landscape for a drug product and comparing profiles of compounds
- Evaluating regulatory risks and likelihood of approval
- Evaluating intellectual property and exclusivity protection
- Assessing reimbursement outcomes and pricing dynamics
- Evaluating political risks and impact of policy changes on the sector

Qualifications:
- Bachelor’s degree from top-ranked university
- Science/medical background not necessary
- Management consulting experience preferred, not necessary
- Lives in NYC area, or is willing to relocate, with strong personal connection to the area
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VC Principal, Med Devices

Client:

Our client is a venture capital firm with a successful 40 year track record and more than $20 billion assets under management. Our client is recruiting for a Principal to join their Medical Devices / Healthtech team in the Menlo Park office. The Principal will support the senior members of the Healthcare team and will play an integral supporting role in the generation of new investment ideas, in conducting due diligence for new investments, and in the management of current portfolio positions by working with company management and founders on fundraising, goal achievement, operational issues, and assessment of strategic alternatives.

The Role

The successful candidate will have a strong scientific and/or clinical background and be able to understand, interpret, and integrate information from diverse therapeutic areas in order to reach investment conclusions. It will also be critically important for candidates to understand business principles and market dynamics in the drug and medical device sectors. Specific activities will include preparing investment memos, financial modeling using Excel, working with consultants to perform scientific and financial due diligence, preparing PowerPoint presentations for both internal and external audiences, working with attorneys to draft term sheets and investment documents, analyzing data from various information vendors, and maintaining proprietary firm databases.

This is a partner track position. The position provides an exceptional opportunity for individuals interested in gaining experience in healthcare private equity & venture capital investing.

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Firm Coverage

Fund of Funds/Secondaries
Family Offices
Endowments & Foundations
Private Equity
Venture/Growth
Other
Other

 

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Placed with an early-stage investor that focuses on Enterprise IT and Fintech
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Placed with a leading mobile data platform
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