Investment Analyst - Private Equity - Healthcare Sector

Investment Analyst/Associate in a Healthcare PE Fund

- Client is a Healthcare focused fund. We focus on growth stage private equity
investments in Pharma / Lifesciences, Healthcare delivery, Diagnostics, Medical devices, Healthtech and other sub sectors within the Healthcare spectrum. We are looking for a candidate with analytical and operational skills to add value in investments, operations, portfolio management, and exits. The role also requires providing need-based assistance in ESG and reporting functions. Candidate should be open for a cross-functional role which may give him/her a flavour of PE Fund over life cycle of investments and emerging trends in the PE industry

Location: Position will be based out of Bangalore office

Qualification:

- Bachelor's degree in Finance, Economics, Business Administration, or related field. Master's degree or CA or CFA designation is preferred.

- Minimum of 3-5 years of experience in investment banking, private equity, or related field.

- Experience in Pharma/ Healthcare would be desirable.

- Strong proficiency in financial modelling, valuation techniques, and investment analysis.

- Excellent analytical skills with a deep understanding of business fundamentals and risks.

- Ability to work autonomously and collaboratively within a team environment.

- Strong communication and presentation skills, with the ability to convey complex ideas effectively.

- Commitment to environmental and social responsibility in investment practices.

- Proficiency in Microsoft Excel, PowerPoint, and financial databases.

Job Description:

- New Deal Development and Analysis:

- Conduct thorough industry analysis to validate investment theses and identify potential opportunities.

- Develop investment angles and competitive industry and market analysis leading to informed investment recommendations.

- Independently manage research and analysis, working alongside the investment team.

- Transaction Execution:

- Lead financial modelling and analysis for transaction execution.

- Assist in documentation and transaction structuring.

- Conduct due diligence in specific areas to ensure informed decision-making.

Portfolio Management:

- Monitor portfolio companies on a day-to-day basis, tracking financial and operational performance.

- Stay updated on global industry trends and competitive landscape.

- Prepare analysis and presentations for Investment Committee and board meetings.

Financial Analysis and Valuation:

- Create and maintain comprehensive financial models, proficient in valuation techniques such as DCF.

- Perform extensive analysis of business fundamentals, risks, opportunities, and management teams.

Investment Memo Preparation:

- Prepare detailed investment memos and deal analysis dockets to support investment decisions.

Post-Investment Support:

- Assist in monitoring portfolio companies' financial and operating performance.

- Prepare periodic reports on portfolio companies for internal and external stakeholders.

Research and Analytics:

- Provide analytical support for broader healthcare sector trends and private equity landscape.

- Assist in building and maintaining an in-house knowledge database for different healthcare sub-sectors.

Documentation and Reporting:

- Manage deal documentation from term sheet to definitive documents, maintaining a comprehensive deal bible.

- Create reports with insights related to the healthcare sector for investor relations, portfolio monitoring, and fund reporting.

- Environmental and Social Responsibility (E&S) Considerations:

- Ensure awareness of and adherence to E&S considerations in investment decision- making.

- Support the fund's E&S compliance process and contribute to maximizing development impact.