Business Associate, Financial Analyst

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.

• 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

• 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, PowerPoint, 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