VP of Finance/Head of FP&A building financial function at health value - based care startup. Leading strategic finance, FP&A, and operational finance execution.
PM
Hybrid Investment Associate, Direct Equity
Posted 2 months ago
About the role
- Investment Associate supporting Pathway’s direct equity investment team in pre-screening and analysis of investment opportunities. Involves collaboration with general partners, due diligence processes, and performance evaluation.
Responsibilities
- Assist in initial pre-screening of new direct equity investment opportunities
- Support the investment process by leading various analyses and due diligence processes for investment opportunities, including detailed financial modeling
- Coordinate with general partners, third-party consultants, and select clients to support due diligence and manage project timelines
- Prepare comprehensive investment memos and present recommendations to Pathway’s direct equity investment committee and select clients
- Assist in the post-close monitoring process, including intake of monthly/quarterly reporting packages, tracking operating performance and debt compliance, assessing performance and outlook, and reporting
- Oversee investment analysts to ensure quality of work and due diligence timeliness
- Assess and present performance/attribution analysis on an individual investment and total portfolio basis to investors
Requirements
- 1-3 years of private equity, investment banking, valuation, or consulting experience
- Undergraduate degree in Economics, Finance, Accounting, or Business Administration preferred
- Extensive knowledge of the private equity asset class, including equity and debt capital markets
- Significant experience in investment underwriting, modeling, and valuation analysis preferred
- Strong writing, presentation, and research skills
- Ability to work efficiently, manage to deadlines, and coordinate effectively with teams
- Expertise in MS Excel, PowerPoint, and Word is required
- Proficiency with CapitalIQ is a plus
Benefits
- Flexible work format and collaborative yet autonomous culture.
- Health insurance coverage is provided with a minimal payroll contribution.
- Observation of ~10 bank holidays per year and generous vacation accrual and one discretionary bonus per year.
- Excellent 401(k) employer match.
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