Our client, a distinguished multifamily office with a dynamic portfolio in healthcare services, healthcare real estate, behavioral health, and affiliated operating businesses, is seeking a Director of Investments. This is an exceptional opportunity for talented investment professionals eager to make a significant impact in a rapidly evolving healthcare investment landscape. In this highly visible, on-site role, you will directly engage with senior leaders and take part in high-level investment committee decisions.
Key Responsibilities:
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Identify, evaluate, and execute new acquisition and investment opportunities across various healthcare sectors through comprehensive financial analysis, industry research, and business assessments.
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Construct and maintain sophisticated financial models: including operating forecasts, valuation analyses, leveraged buyout models, and scenario analyses to support investment evaluations.
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Lead and coordinate the financial due diligence process, collaborating with third-party consultants including accounting, legal, tax, quality of earnings, and operations specialists.
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Prepare and present detailed investment memoranda and recommendations to senior management and the investment committee.
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Analyze financial statements, operating performance, market developments, and competitive positioning to inform investment decisions.
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Assess reimbursement frameworks, regulatory requirements, and other healthcare-specific considerations.
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Support transaction execution activities, encompassing negotiation, financing, lender diligence, and closing procedures.
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Collaborate with business owners, management teams, investment bankers, lenders, and external advisors throughout the investment lifecycle.
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Assist in sourcing, evaluating, and executing add-on acquisitions for existing portfolio companies.
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Monitor portfolio company performance, supporting post-acquisition value creation initiatives such as budgeting, forecasting, and strategic planning.
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Conduct ad hoc financial analyses to inform strategic decision-making and capital allocation.
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Develop KPI dashboards and reporting frameworks to track portfolio performance.
Requirements:
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Minimum of 4 years' experience in private equity, investment banking, transaction advisory, corporate development, or relevant finance roles.
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Advanced financial modeling, valuation, and analytical skills, with high proficiency in Excel.
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Proven expertise in evaluating acquisitions, mergers, recapitalizations, or other intricate corporate transactions.
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Strong business acumen and the capacity to quickly assess business models, key value drivers, and potential investment risks and opportunities.
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Deep understanding of financial statements, accounting principles, and overall business operations.
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Excellent written and verbal communication skills, including experience preparing and delivering high-level investment recommendations.
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Capable of managing multiple projects and transactions concurrently in a fast-paced environment.
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Self-driven, entrepreneurial mindset with meticulous attention to detail.
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Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA, CPA, or CFA preferred.
Benefits:
Our client offers a competitive compensation package, comprehensive health benefits, and opportunities for professional growth within a pioneering and entrepreneurial investment office.
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