Associate / Senior Associate

Health Velocity Capital

San Francisco, CA, USA
2 weeks ago

Health Velocity Capital is seeking an Associate or Senior Associate with 3-6 years of experience for its San Francisco office. The Associate will work closely with Health Velocity Capital’s Partners and Vice President, Finance.

Responsibilities

Financial Analysis

  • Perform financial analyses and prepare due diligence materials on prospective investments; responsibilities include, but are not limited to:
  • Assisting Partners and Vice President of FP&A with the development of financial projections and returns models
  • Conducting financial analysis to assess companies’ historical financials, unit economics, customer-by-customer details, pipeline and backlog details, customer utilization data, customer churn analyses, team productivity metrics, and other key performance indicators (KPIs)
  • Creating charts and graphs to illustrate key data and findings
  • Analyzing market size, competitive landscape, and market segments
  • Developing in partnership with Partners investment memorandum for Health Velocity Capital’s commitment committee and limited partners
  • Prepare for, participate, document, and potentially lead diligence calls handling professionally, with courtesy, curiosity, and graciousness

Sourcing

  • Research and screen potential investment opportunities, ideas, and technologies
  • Quickly develop a sense of what makes an appropriate Health Velocity Capital investment opportunity
  • Lead pitch calls with prospective investments
  • Take calls and meetings on behalf of Partners and professionally represent the firm in these calls and meetings
  • Summarize and type up all call notes and input in deals database (all Partners do this as well)
  • Cold call/email relevant investment opportunities
  • Perform market research and develop whitepapers on Health Velocity Capital’s targeted investment themes as well as develop market landscapes and lists of innovative companies to be contacted
  • Refine existing database to track and monitor sourcing activities; log new opportunities into CRM database
  • Tirelessly develop your network of other investors, health systems, payers, and other strategic industry connections to access deal flow and proprietary information
  • Be a visible presence for Health Velocity Capital at local events and at conferences
  • Research and understand various policy initiatives
  • Participate in outreach initiatives to bolster the firm’s reach and reputation

Strategic LP Management and Other

  • Contribute to materials and summaries for annual LP meetings, advisory board meetings, limited partner off-sites and webinars, limited partner updates, and more
  • Prepare standard strategic limited partner presentation materials and keep track of themes and companies of interest to present.
  • Assist with preparation for bi-annual Limited Partner Advisory Committee meetings
  • Leverage personal skills and network to assist portfolio companies in any way; bring to bear the full weight of the firm’s network on behalf of portfolio companies
  • Maintain comparable exit multiples database and waterfall analyses for return profiles
  • Assist with day-to-day administrative tasks and the development of internal processes (Vice President and all Partners perform as well)

Qualifications

  • College graduate with 3-6 years of 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
  • 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

  • Competitive amongst firms with comparable AUM (assets under management)
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