Investment Professionals

Pre-MBA Investment Professional

Latest Investment Professionals roles

Associate

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.

The Position:

Title:

Associate

The Position:

  • 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.
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VC Associate, Enterprise Focused, Bay Area

FIRM
Our client is a leading global venture capital firm founded in 2005 to offer entrepreneurs something new: a support system of funding, feet on the ground in the world’s largest markets, deep thematic expertise and access to vast networks of advisors and corporate partners. Our client manages over $1Bn across 4 funds and is a loyal investor in early growth stage companies with the discipline to create both financial and strategic value


OPPORTUNITY
Our client is seeking an Associate to join the firm's Palo Alto office, to focus on early growth stage investing.

Our client operates a structured 2-3 year program that will allow candidates to work with some of the world’s best entrepreneurs across 3 continents, be part of a diverse and energetic investment team and be immersed in the world of startups, entrepreneurship and venture capital.

The Associate is an investment professional with two to four years of total prior work experience. The individual must have a passion for technology, products and startups, either demonstrated through choice of jobs or by a deep involvement with the startup ecosystem.

RESPONSIBILITIES

Source new investment ideas:

  • Actively network and immerse self in the Bay Area tech community, especially in enterprise
  • Assist with marketing through writing articles and organizing events
  • Research and evaluate high potential ideas and technologies
  • Propose and defend prospective breakout opportunities
  • Analyze market size and segments
  • Assess competitive landscapes
  • Identify and engage domain experts for answers to specific questions

Execute due diligence on deals:

  • Exhibit superior financial modeling skills
  • Perform market research
  • Deliver business plan evaluation
  • Actively manage investment diligence
  • Perform company performance analysis
  • Work closely on the portfolio
  • Help prepare portfolio allocation summaries, LP communications and valuation analysis

Assist existing portfolio companies:

  • Build relationships with CEOs and executives at portfolio companies and understand their priorities
  • Leverage personal skills and network to assist the company
  • Broker business development relationships
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Semiconductors & Hardware Analyst

Our client is a long/short hedge fund seeking a mid-level analyst to focus on semiconductors and hardware.

The ideal candidate will have two to five years of relevant experience. The analyst will be responsible for conducting fundamental due diligence on existing and potential investments and will also be expected to help with idea generation. The analyst will report into the TMT Sector Head.

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Real Assets Analyst/Associate

Los Angeles-based investment and asset management firm seeks Analyst/Associate to join investment team.

FIRM

Our client is a privately held, investment and asset management company headquartered in Los Angeles CA. The firm sponsors real asset investment vehicles and manages institutional capital.

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Growth Equity Associate

Our client is a growth equity firm, founded in 2009, with $2.0 billion of capital raised that invests in technology businesses globally. The Limited Partners (investors) are current and former Fortune 500 senior-level executives or board members, successful entrepreneurs, and strategic advisors to large companies. The firm leverages this network of LPs to help its portfolio companies succeed.

Role Description:

Our client is looking to hire full-time Associates in their New York City office for a 2020 start. The Associate role is typically a two-year commitment, but given the size of the current investment team, exceptional performers will have the opportunity to advance upward with a long-term career path to Partnership. The fund has scaled rapidly – creating opportunities for junior employees to step into leadership positions with meaningful economics.

Associates will initially be largely focused on originating and soliciting investment opportunities for the firm. Identifying and sourcing is a critical part of the role, and requires tenacity, creativity and a self-starter approach. The firm takes an all-hands approach to sourcing by leveraging the firm’s vast network to connect with entrepreneurs.

As Associates identify interesting prospects, they will be responsible for analyzing the company’s business model, conducting financial/operating due diligence, cohort/retention analysis and presenting their findings to the investment team. Companies that elevate through the firm’s pipeline will require further due diligence. In addition to customer calls and market research, Associates will be involved with building valuation and return models, drafting of term sheets and investment memos, and ultimately overall deal execution, alongside one of the Vice Presidents or Principals at the firm.

Post-close, Associates will have the opportunity to work closely with their portfolio companies. In the past Associates have taken board seats, led management hiring, developed pricing strategies, and built KPI dashboards, among other key initiatives.

Exceptional performers in this role will have the opportunity to advance upward, as the firm is young and growing rapidly.

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Associate - NYC or Boston

POSITION: Associate

LOCATION: New York City -or- Boston

Our Client is an outsourced chief investment office who is seeking new associates to join their research team. The research team is the engine for generating attractive investment opportunities for implementation in client portfolios.

The primary responsibilities of this individual would be:
1. Investment Thesis Development – Work with senior members of the team to identify and research key investment opportunities that will be accretive to client portfolios. Incorporate market knowledge and the context of current portfolio risk allocations to find strategies that provide compelling risk/return profiles.

2. Manager Diligence – Drive rigorous and comprehensive due diligence of asset managers and other investment opportunities. Develop the diligence workplan and execute on it. Diligence activities include meetings with managers; quantitative analysis of portfolios and performance; qualitative assessments of team, investment process and research quality; and external referencing and triangulation. The diligence process concludes with a detailed written investment presentation for discussion among the team and with the Investment Committee.

3. Investment Monitoring and Portfolio Management – Ongoing diligence and monitoring of investment managers and opportunities, including formal quarterly review of invested managers. Continuous evaluation of the investment opportunity set and risk contribution to the broader portfolio.

4. Client Team Engagement (50% of the work) – Support client portfolio management teams. This includes communicating the latest insights and opportunities, providing analytical support for portfolios and helping with manager-specific questions.

QUALIFICATIONS:

  • 2-4 years of work experience in asset management in either an external manager selection or direct investment role preferred. Will also consider strong investment oriented individuals with management consulting, investment banking or similar backgrounds

  • Strong quantitative analysis and problem solving skills

  • Excellent communications skills both verbal and written

  • Flexible entrepreneurial attitude, an appetite for challenge and a team-oriented approach

  • Proficiency with Microsoft Office (particularly Excel and PowerPoint)

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Special Situations/ Merger Arbitrage Analyst

The Analyst responsibilities include identifying, researching and recommending potential investments, monitoring an investment from initiation to conclusion. The right candidate will be a self-starter and an independent, critical thinker who can work in an environment that emphasizes teamwork.

Role Description:

  • Construct and articulate investment ideas
  • Modeling of prospective investments
  • Transaction analysis
  • Due diligence
  • Investment research
  • Negotiation
  • Coordinate with third-parties
  • Create and manage complex proprietary models
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Pre-MBA Associate

This group manages $15 billion in a Fund of PE Fund/Co-investment/Secondaries format in venture capital, domestic and international private equity and natural resources.

Location:

  • Fairfield County, Connecticut --- location is NOT within commuting distance from NYC

Timing:

  • Summer 2020
Job Details:

Position:

  • Pre-MBA Associate within the private capital group of an institutional investment management firm
  • This is a two-year rotational program

Job Description:

Assist in the investment in and oversight of private capital investment partnerships and co-investments, including global venture capital, private equity, and natural resources programs. Associates will also have exposure to secondaries opportunities, as well.

  • Associates work closely with the Firm's investment committee.
  • Conduct detailed due diligence and prepare investment memos on prospective private capital primary and co-investment deals.
  • Perform macro industry research and quantitative analysis to support portfolio construction for various funds
  • Participate in the investment review process; create and present fund attributions and performance results to the investment team.
  • Meet with and evaluate existing and new managers. Maintain deal flow database for potential
  • managers.
  • Lead quarterly portfolio analysis and assist in preparing quarterly reports to investors.
  • Create and maintain investor presentations slides and assist in fundraising.

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Biotech Analyst
Our client is a leading $10Bn+ Hedge Fund in New York seeking a biotech/ pharma analyst to support a long/short equity Portfolio Manager. In this seat you will be responsible for full due diligence on stocks. The ideal candidate will also need experience with
Qualifications:
- Strong academic track record in the science, MD strongly preferred
- 2+ years of experience in banking, equity research, private equity or hedge fund investing
- Experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
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Analyst

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.

JOB SPEC

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

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Firm Coverage

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

 

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