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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Pre-MBA Private Equity Associate

FIRM

Founded in 2000, our client is a middle market private equity firm focused on buyout investments in the tech-enabled business services, education services, media services and communications sectors. The firm is investing out of its third fund and has managed over $900 million in private equity commitments since inception. The firm is operationally focused and partners with executives to develop compelling investment strategies. Our client targets $10 - $60 million investments and has successfully executed 29 platform acquisitions and over 100 add-ons since inception.

POSITION

The firm is seeking to add a pre-MBA Associate with a minimum of 1-3 years of investment banking, private equity, and/or management consulting experience. The Associate’s primary responsibilities will include:

  • Evaluating and executing new investment opportunities, including due diligence, market analysis, financial modeling, and debt financing
  • Supporting strategic initiatives of existing portfolio companies, including M&A, financing, budgeting, and business development
  • Interacting with the firm’s executive network, portfolio company management teams, bankers, lenders, and third-party advisors
  • Industry research & market analysis, including generating investment theses on potential new sectors for investment
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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

POSITION: Associate

Our Client is an outsourced chief investment office who is seeking a new associate 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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Associate (Boston)
Our client is a $20B+ outsourced chief investment office (OCIO) who serves a range of prominent families, and global institutions such as endowments and foundations. They are looking for an Investment Associate to join their team. The Investment Associate will be a critical part of teams that manage multi-asset class client portfolios and research investment opportunities for inclusion in our portfolios. As a rapidly-growing firm, they seek new team members who are dynamic and comfortable working in a fast-paced entrepreneurial environment.
Location: Boston
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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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Firm Coverage

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

 

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