Investment Professionals

Pre-MBA Investment Professional

Latest Investment Professionals roles

Therapeutics Analyst
Our client is looking to add a therapeutics analyst to its healthcare team. The ideal candidate will have at least 2 years of buy-side experience generating ideas in therapeutics. The team does a mix of event driven and directional investing.
Not Listed
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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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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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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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Industrials Analyst
We are working with a large Hedge Fund in New York, seeking an Industrials analyst to support an Industrials Portfolio Manager. The ideal candidate will have at least 2 years of investment banking experience. Candidates with private equity and hedge fund experience will also be considered. The PM has a strong track record of training, development and mentorship.
Not Listed
The ideal candidate will have at least 2 years of investment banking experience. Candidates with private equity and hedge fund experience will also be considered. The PM has a strong track record of training, development and mentorship.
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Analyst

A leading diversified global asset manager is seeking a generalist analyst for their special situations team in New York. This is a great opportunity to join a lean team and work directly for the PM (and one of the original founders) on special situations and catalyst driven fundamental investing.



SPECIAL SITUATIONS ANALYST- HEDGE FUND - NEW YORK

Position: Generalist Analyst Position


Responsibilities:

  • The analyst will work in a generalist capacity and must have the ability to evaluate companies in all industries, geographies and market caps
  • The analyst will be responsible for building and updating detailed company models
  • The analyst must be capable of doing primary and secondary industry and market research (i.e. talking to consultants, companies, supply chain, scuttlebutt, etc.) in an effort to build market models (i.e. building global digital advertising market model) in an effort to understand trends and identify market winners/losers
  • Ad hoc analysis

Qualifications

  • 2-6 years of professional experience in banking, private equity or another hedge fund
  • Post MBA candidates will be considered
  • Self-starter, driven with the ability to work independently. Must have great presentation and conversational skills
  • Detail oriented and has a knack for comprehensive due diligence

Comp: Base + Bonus + Full Benefits, but open to other structures.

Not Listed

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Pre-MBA Associate, Growth Equity, NYC

The Fund:

Our client advises a $1 billion+ fund specialized in growth equity and buyout investments in high-growth enterprise software, consumer internet, and technology-enabled services companies worldwide. The team leverages the larger funds’ deep tech investing expertise, global platform, and specialized operating experts to enable technology companies and their management teams to accelerate the achievement of their full potential.

Job Description:

Our client is looking for an associate to identify attractive industry sectors and specific companies for investment and execute both growth equity and buyout transactions.

This is a unique opportunity to be part of a young fund within an established firm. Given the entrepreneurial nature of the platform, the team is looking for self-starters who will take initiative and be proactive about finding interesting companies and themes as well as taking ownership of transactions once they become live. Associates are given responsibility to lead workstreams with limited supervision.

Associates spend their time mapping out industries, speaking with senior executives at leading tech companies, attending conferences, and maintaining a dialogue with folks within the tech ecosystem. In addition, associates execute transactions by leading due diligence workstreams, performing quantitative analysis, and working closely with their specific deal team (generally two to four professionals).

Associates who join the Fund must possess a strong record of academic achievement at the undergraduate level from a leading university with a GPA of 3.6 or higher. The successful candidate also will have a proven track record of leadership, an interest in following trends in technology and business, and a strong desire for an outbound role to build relationships and create investment opportunities with entrepreneurs.

Geo: New York

Timing: Summer 2020 or 2021

Compensation is highly competitive and includes base pay, bonus, 401(k) matching and comprehensive benefits.

Not Listed

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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.

Not Listed

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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Firm Coverage

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

 

Recent placements

Senior Associate
Placed with a privately owned, global investment firm
Director
Placed at a leading technology hardware firm
Portfolio Manager
Placed at a leading investment management firm
Senior Analyst
Placed with a leading Institutional Alternative Investment Asset Manager
Managing Director
Placed with an early-stage investor that focuses on Enterprise IT and Fintech
Director of Sales
Placed with a leading mobile data platform
Chief Operating Officer
Placed at a leading global private equity and venture capital firm
Executive Assistant
Placed with an independent, boutique merchant bank
Senior Associate
Placed with a privately owned, global investment firm
Director
Placed at a leading technology hardware firm
Portfolio Manager
Placed at a leading investment management firm
Senior Analyst
Placed with a leading Institutional Alternative Investment Asset Manager
Managing Director
Placed with an early-stage investor that focuses on Enterprise IT and Fintech
Director of Sales
Placed with a leading mobile data platform
Chief Operating Officer
Placed at a leading global private equity and venture capital firm
Executive Assistant
Placed with an independent, boutique merchant bank
Senior Analyst
Placed with a leading Institutional Alternative Investment Asset Manager
Managing Director
Placed with an early-stage investor that focuses on Enterprise IT and Fintech
Director of Sales
Placed with a leading mobile data platform
Chief Operating Officer
Placed at a leading global private equity and venture capital firm
Executive Assistant
Placed with an independent, boutique merchant bank
Senior Associate
Placed with a privately owned, global investment firm
Director
Placed at a leading technology hardware firm
Portfolio Manager
Placed at a leading investment management firm
Senior Analyst
Placed with a leading Institutional Alternative Investment Asset Manager
Managing Director
Placed with an early-stage investor that focuses on Enterprise IT and Fintech