What are the responsibilities and job description for the Investment Associate position at Evolve Talent Partners?

Job Description

ASSOCIATE

Investment Firm

Research Triangle Park, North Carolina (or Miami, Florida)

Overview

Hiring company is a late-stage venture capital / growth equity firm founded in 2001 with headquarters in San Francisco; and manages approximately $1.5 billion through five funds. The firm invests in life science technology, medical device, and healthcare enterprise software businesses via growth financings and acquisitions / buyouts.

The investment team consists of experienced venture investors, life science and healthcare experts, M&A professionals, and successful entrepreneurs having decades of experience in their respective disciplines. They focus on outbound sourcing efforts and work actively with their portfolio companies and management teams to help them develop strong strategic plans, highly differentiated and innovative products, and self-sustaining business models, all resulting in significant value creation for their investments.

Duties & Responsibilities

The Associate's main responsibility will be to support the evaluation of new investment opportunities through research, outreach, analysis, diligence, and transaction execution to help the firm find and invest in high quality businesses and managers. The Associate will work with all members of the investment team, as the firm is non-hierarchical and team-oriented. The Associate must have excellent communication and analytical skills, as well as the highest integrity and self-motivation. This position offers the opportunity for advancement for the right candidate.

Investment Analysis
Build detailed company financial models and investment returns analyses
Conduct market research : market size / growth, competitive landscape, M&A, valuation
Draft investment memos
Transaction Execution / Support
Assist with due diligence, transaction documentation, and interactions with management, customers, and industry experts. Lead certain of these workstreams
Portfolio Company Analytics
Assist with tracking portfolio company financials
Analyze and report on portfolio company performance
Identify issues and opportunities for improvement
Outbound Sourcing and Research
Conduct market research using various primary and secondary sources to identify target companies and sectors
Proactively develop and explore investment themes
Develop relationships with partners (e.g., investment bankers, industry experts and organizations)
Provide periodic updates to team regarding important news developments in target markets
Fund Operations
Maintain fund valuation database
Maintain comparables database
Develop internal and investor presentations and communications
Track sourcing and research efforts through proprietary CRM database

Qualifications & Personal Attributes

At least 2 years of relevant work experience (investment banking, corporate finance, transaction advisory, accounting, venture capital, private equity, strategy consulting) ideally within the healthcare / life sciences sector

Relevant healthcare or life science industry knowledge, experience, or education preferred

Demonstrated analytical and quantitative skills, including financial modeling, effective organization and communication capabilities, and strong writing aptitude

Ability to synthesize information from disparate sources into clearly communicated conclusions

Strong academic credentials; relevant BS, BA or equivalent required; MS Finance preferred

Outstanding prior professional performance, earning highest praise and reviews from internal and external colleagues

Impeccable ethical and personal conduct standards. Must bolster THP's credibility in every professional interaction

Ability to communicate clearly and crisply in both written and oral form to all levels of seniority

Ability and desire to work in a team environment

Proactive, with a strong sense of urgency and good self-management discipline

Organized and efficient, with ability to define priorities and work autonomously

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Investment Associate

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