Healthcare Principal - Job #1999

Pinnacle Group; Boston (MA); On-site; USD 250,000 - 400,000; Full time

Job summary

Pinnacle Group in Boston seeks a healthcare-focused Senior Investment professional to join its lean investment team. The role involves direct and fund investing, working closely with portfolio company leaders to prepare financials, board materials, and operating metrics, and leading M&A execution.

Ideal candidates have 8+ years in Private Equity or related fields with healthcare exposure, strong financial modeling, and exceptional communication skills. Boston relocation or residency is a plus.

Qualifications

• 8+ years of experience in Private Equity investing, co-investing, and investment banking.
• Healthcare exposure is mandatory.
• Advanced financial modeling including MS Excel proficiency.
• Strong interpersonal, verbal and written communication skills.
• Understanding of leverage and complex capital structures.

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 targets' market size, trends and industry dynamics across industries.
• Analyzing data to develop an investment thesis and underwriting memorandum.
• Collaborating with portfolio company CEOs and CFOs to ensure timely financial data and board packages.
• Presenting analyses to board and management teams when needed.
• Active, direct portfolio involvement for time-intensive situations.
• Overseeing work product and responsibilities for Associates.
• Overseeing and negotiating debt financing and leading M&A for portfolio companies.
• Managing diligence providers, including legal and accounting consultants; owning deliverables.
• Own the closing process including assisting with legal documentation and post-closing activities.

Skills

Financial modeling

MS Excel

Analytical thinking

Communication

Education

MBA (preferred)

Job description

Our client is Boston-based investment firm with a lower middle market buyout and growth equity focus. They have a long and successful investment track record, and a seasoned and experienced investment team. This firm invests in both private equity and growth investment funds along with direct deals as a lead investor or co-investor alongside a GP.

The firm is seeking a healthcare-focused Senior Investment professional to join their lean investment team. This individual will be involved in all aspects of direct and fund investing and will be a crucial member of their growing firm.

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, present analyses to board and management teams
• Active, direct portfolio involvement as needed for time intensive situations
• Oversee work product and responsibilities for Associates
• Overseeing and negotiating debt financing and leading execution of M&A for portfolio companies
• Management of diligence providers, including legal, accounting and industry specific consultants, owns 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
• Proven ability to proactively manage processes and outside relationships
• Understanding of leverage and complex capital structures
• Preference for residing or relocating to Boston with ties to the area a plus