Associate
direct recruitersMillbrae, CA
$100k-$200kAPPLY NOW
Associate
direct recruitersMillbrae, CA
17 days ago
Occupations
Financial and Investment AnalystsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Miscellaneous Financial Investment ActivitiesPortfolio Management and Investment AdviceInvestment Banking and Securities Intermediation$100k-$200k
APPLY NOWAbout the role
Client Summary:
Focuses on investing in growth-stage companies within healthcare software and services.
Brings deep experience as investors, operators, and entrepreneurs in the healthcare sector.
Partners closely with management teams to help scale impactful, category-defining businesses.
Invests alongside institutional backers and senior healthcare leaders across the industry.
Maintains strong ties to large healthcare organizations across payers, providers, and services.
Seeks to generate strong financial returns while supporting innovation that improves the healthcare system.
Position Responsibilities:
Perform financial analysis and due diligence on prospective investments, including financial modeling, projections, returns analysis, unit economics, customer metrics, churn, productivity, and KPI assessment
Prepare investment materials such as charts, analyses, and investment memoranda for internal committees and limited partners
Analyze market size, competitive landscapes, market segments, and relevant policy initiatives impacting investments
Research, source, and screen new investment opportunities through outbound outreach, networking, and market research
Lead and participate in pitch and diligence calls, professionally representing the firm and documenting findings in internal systems
Develop thought leadership materials, market landscapes, and whitepapers aligned to targeted investment themes
Build and maintain a strong network of investors, health systems, payers, and industry stakeholders to generate deal flow
Represent the firm at industry events and conferences to enhance visibility and sourcing efforts
Support limited partner engagement through preparation of meeting materials, updates, presentations, and advisory committee support
Assist portfolio companies by leveraging firm resources, insights, and network connections
Maintain internal databases, exit multiple benchmarks, return analyses, and assist with administrative and internal process development
Required Experience and Qualifications:
College graduate with 2–4 years of relevant work experience in investment banking, venture capital, private equity, management consulting, and/or corporate development
Candidates should be very detail-oriented, strong researchers, highly competitive, extremely passionate about healthcare and/or venture capital, have demonstrated ability to work hard, intelligent and curious
Highly responsive to internal and external emails and phone calls (nothing > 24 hours) and a nothing falls through the cracks approach to processes
Excellent Microsoft Office (Excel, Power Point, Word, Outlook) skills
Analytic and quantitative skills needed to review financial and market projections, balance sheets, and operating plans of potential and existing investments
Ability to not just perform analyses but also present in a thoughtful, nuanced way with a story behind the presentation (versus a data dump of charts, tables, and pros/cons)
Excellent verbal and written communication skills
Creative, self-starter
Compensation $100k-$200k, Health Insurance, 401k, Paid Vacation
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JOB OVERVIEW
Salary
$100k-$200k
Experience level
Senior
Location
Millbrae, CA
Occupation
Financial and Investment Analysts
Industry
Miscellaneous Financial Investment Activities
Posted
17 days ago
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