Job Description:
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:
Identify, evaluate, and execute new acquisition and investment opportunities across various healthcare sectors through comprehensive financial analysis, industry research, and business assessments.
Construct and maintain sophisticated financial models: including operating forecasts, valuation analyses, leveraged buyout models, and scenario analyses to support investment evaluations.
Lead and coordinate the financial due diligence process, collaborating with third-party consultants including accounting, legal, tax, quality of earnings, and operations specialists.
Prepare and present detailed investment memoranda and recommendations to senior management and the investment committee.
Analyze financial statements, operating performance, market developments, and competitive positioning to inform investment decisions.
Assess reimbursement frameworks, regulatory requirements, and other healthcare-specific considerations.
Support transaction execution activities, encompassing negotiation, financing, lender diligence, and closing procedures.
Collaborate with business owners, management teams, investment bankers, lenders, and external advisors throughout the investment lifecycle.
Assist in sourcing, evaluating, and executing add-on acquisitions for existing portfolio companies.
Monitor portfolio company performance, supporting post-acquisition value creation initiatives such as budgeting, forecasting, and strategic planning.
Conduct ad hoc financial analyses to inform strategic decision-making and capital allocation.
Develop KPI dashboards and reporting frameworks to track portfolio performance.
Requirements:
Minimum of 4 years’ experience in private equity, investment banking, transaction advisory, corporate development, or relevant finance roles.
Advanced financial modeling, valuation, and analytical skills, with high proficiency in Excel.
Proven expertise in evaluating acquisitions, mergers, recapitalizations, or other intricate corporate transactions.
Strong business acumen and the capacity to quickly assess business models, key value drivers, and potential investment risks and opportunities.
Deep understanding of financial statements, accounting principles, and overall business operations.
Excellent written and verbal communication skills, including experience preparing and delivering high-level investment recommendations.
Capable of managing multiple projects and transactions concurrently in a fast-paced environment.
Self-driven, entrepreneurial mindset with meticulous attention to detail.
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.
