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