Jobs · Finance · Massachusetts

Healthcare Principal - Job #1999

Pinnacle Group · Boston, MA · 3 mo ago
On-siteFinanceFull-time

Responsibilities

  • Executing actionable investment opportunities for the firm, including preparation of investment memos, and business plan summaries
  • Sourcing potential investments and providing recommendations on the opportunity
  • Researching investment target's competitive position, market size, trends and industry dynamics across a broad variety of industries
  • Analyzing qualitative and quantitative data produced by an operating company in order to develop an investment thesis and underwriting memorandum
  • Working closely with portfolio company CEOs and CFOs to ensure that financial data, board packages, operating metrics, and any other related information is prepared timely and accurately
  • At times, presenting analyses to board and management teams
  • Overseeing work product and responsibilities for Associates
  • Overseeing and negotiating debt financing and leading execution of M&A for portfolio companies
  • Managing diligence providers, including legal, accounting and industry specific consultants, owning deliverables of all diligence efforts
  • Own the closing process including assisting with legal documentation and post-closing activities

Qualifications

  • 8+ years of experience in Private Equity investing, co-investing, and investment banking. Having in-depth healthcare exposure is mandatory
  • Demonstrates high levels of integrity, work ethic, tenacity, and character
  • Advanced financial modeling skills, including MS Excel proficiency, capital structure analysis, debt service, etc.
  • MBA from a top-tier institution preferred but not required
  • Excellent interpersonal, verbal and written communication skills
  • Analytical thinking and problem-solving skills with strong attention to detail
  • Prioritizes and manages processes and outside relationships
  • Understanding of leverage and complex capital structures
  • Preference for residing or relocating to Boston with ties to the area

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