Senior Analyst - CVS Health Ventures

CVS Health; United States; Remote; USD 79,000 - 159,000; Full time

Job summary

CVS Health is seeking a Senior Analyst for their Ventures team to support investment efforts through financial modeling, analysis, and strategic project management. This role requires strong analytical skills, communication, and project management abilities to optimize investment processes and drive growth in a fast-paced environment.

Benefits

401(k) plan with matching contributions

Employee stock purchase plan

Wellness programs

Tuition assistance

Flexible work schedules

Paid time off

Qualifications

• 2 years of professional experience (excluding internships).
• 1+ years in investment banking or private equity.
• Proficiency with Microsoft products for financial analysis.

Responsibilities

• Lead financial modeling of prospective investments.
• Manage a dynamic deal pipeline for equity investments.
• Prepare executive communication materials for high-impact discussions.

Skills

Financial modeling

Data analysis

Communication

Project management

Organizational skills

Education

Bachelor's Degree or equivalent work experience

Job description

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

Position Summary:
The Senior Analyst, CVS Health Ventures position is a highly analytical role on the growth equity fund that supports the sourcing, development, execution, and ongoing management of investments to advance CVS Health’s financial, product, and customer experience goals. As a member of the team, the senior analyst will participate in identifying and evaluating potential investment opportunities and providing analyses to support initiatives such as developing market landscapes, building detailed financial models, drafting investment memos, and streamlining processes to optimize the portfolio company growth in coordination with our market development, venture fund, and fund strategy & operations teams. This individual will also be expected to support the portfolio of existing relationships and assist in developing new insights, quantitative analyses, and investment perspectives.

The ideal candidate for this role thrives in fast-paced, strategic environment and can fulfill the following job responsibilities:

• Lead financial modeling of prospective equity investments, as well as build or manage a three-statement financial model
• Construct and build consensus around deal evaluation materials that will go through investment committee review
• Organize and help to manage a dynamic deal pipeline comprising of both direct company investments and fund investments
• Work cross-functionally within the Ventures team to prepare high-impact executive communication materials
• Project management of administrative and operational processes (e.g. CRM, documentation) within the growth equity fund and in coordination with other parts of the team
• Coordination and support of portfolio company work

• Support administrative functions such as organizing conferences, coordinating meetings, and managing related logistics and communications

Required Qualifications:

• 2 years of professional experience (excluding internships)
• 1+ years of experience in investment banking, growth equity, corporate strategy, venture capital, and/or private equity

• 1+ years of experience with financial modeling and data analysis, including proficiency with Microsoft

Preferred Qualifications:

• Experience developing and supporting strategic relationships and/or investments (e.g., direct investments, convertible notes, fund investments, etc.)
• Strong communicator, both verbal and written, with the ability to influence across functions at all levels of an organization
• Strong financial acumen with experience in financial modeling and data analysis, valuation, and investment due diligence including proficiency with Microsoft Excel
• Strong presentation skills, with experience developing compelling presentations that distill complex data, market trends, and investment insights into clear, concise, and actionable messaging for senior executives including familiarity with Microsoft PowerPoint
• Validated project management skills with an emphasis on integrating multiple work outputs into a unified deliverable
• Highly organized and able to provide positive leadership across multiple work streams in a fast-paced, complex working environment
• Demonstrates high level of independent judgment and proactivity
• Demonstrated collaborative work style with ability to work and across diverse teams

Education:

• Bachelor's Degree or equivalent work experience required

Location:WFH.Preference for San Francisco MSA or New York/Philadelphia.

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$79,310.00 - $158,620.00

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:

• Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.

• No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.

• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

For more information, visithttps://jobs.cvshealth.com/us/en/benefits

We anticipate the application window for this opening will close on: 05/31/2025

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.