Associate (Private Equity) – Sample Job Description
Our client is a healthcare investment firm based in Silicon Valley. With more than $5.2 billion under management, our client employs a unique strategy of identifying and working with companies with promising development-stage products in the U.S. and revenue stage companies in China. They are looking for a Private Equity Associate to join their team. Their current portfolio includes private and public healthcare companies in the areas of biopharmaceuticals, specialty pharmaceuticals, and medical devices.
Opportunity:
Excelon Associates is seeking a Private Equity Associate to join our client’s growing investment team. The Associate will be part of the Investment Team working on prospective and ongoing investments in healthcare. The primary focus will be on private equity opportunities that include a cross border component between the US and China or have earlier stage assets that can drive future growth. The position is based in Palo Alto.
In addition to meeting all required qualifications, the ideal candidate will need to have a strong work ethic and will be self-motivated and able to thrive in a dynamic, entrepreneurial environment.
Responsibilities:
- Perform financial analysis supporting investment decisions
- Provide analytical support to senior management on corporate and strategic initiatives
- Assist in the development, execution, and maintenance of business plans
- Conduct due diligence on prospective investment opportunities
- Work with senior management to enhance the value of portfolio companies
Requirements:
- Minimum of 2 years of experience in financial modeling via investment banking or mergers and acquisitions private equity experience.
- Operating experience, particularly in commercial operations, is a plus
- Formal investment banking or credit training from a Wall Street firm or commercial bank
- High Proficiency with Excel
- Superior analytical, organizational, and written and verbal communication skills
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