Search jobs > San Francisco, CA > Investment associate

Investment Associate

Chicago Pacific Founders
San Francisco, CA, United States
Full-time

FIRM OVERVIEW

Based in Chicago and San Francisco, Chicago Pacific Founders ("CPF") is a leading strategic private equity firm focused on building and scaling companies within the healthcare services sector.

This includes a focus on value-based care, multi-specialty buy-and-build, healthcare IT & AI, and healthcare real estate.

CPF was created by healthcare founders and operators with 60 years of experience and a mission of doing well by doing good.

CPF seeks to partner with organizations delivering the highest quality of care via a founder-friendly approach. Our leadership team has a diverse set of experience as it is comprised of former healthcare founders, operators, and investment professionals with a passion and successful track record of building healthcare businesses.

Since 2014, CPF has invested in 25 portfolio companies and completed over 140 add-on acquisitions. We are currently investing out of Fund III ($875M) with approximately $4 billion assets under management.

For more information, please visit

POSITION OVERVIEW

The incoming Associate will be responsible for building and refining intricate financial models, conducting thorough due diligence on potential investments, and assisting in the execution of transactions from start to finish.

He / She will monitor portfolio company performance and conduct industry research to identify new investment opportunities.

This role offers a stimulating environment where he / she will rapidly develop expertise in financial analysis, industry research, and transaction execution, laying the foundation for a successful career in private equity.

KEY RESPONSIBILITES

  • Build complex financial models to analyze investment opportunities and assess portfolio company performance
  • Analyze various investment prospects within the healthcare services sector, considering their potential for profitability and growth
  • Research and identify potential investment opportunities in target industries or sectors
  • Conduct preliminary financial and operational analysis on target companies to assess fit with investment criteria
  • Support preparation and presentation of investment recommendations to the investment committee
  • Assist in the negotiation of transaction terms, coordinating with advisors, and drafting legal documentation
  • Monitor portfolio company performance, participating in value creation strategies, and providing updates to senior management
  • Assist with fundraising and investor relations activities, including preparing marketing materials and participating in presentations
  • Provide analytical and administrative support to more senior team members

QUALIFICATIONS

  • The ideal candidate for the Associate position should possess the following qualifications :
  • Strong academic credentials and achievement
  • Strong M&A and deal execution experience from a top investment bank, consulting or private equity firm
  • 12 days ago
Related jobs
Promoted
Oaklands Global Financial Services Recruitment
San Francisco, California

Level: Investment Banking Associate. They are looking to hire additional Investment Banking Associates with previous Tech M&A transaction experience and with a passion for the Technology world and eager to be part of an “A” team. Compensation + Bonus: Associates (340k - 380k). Oaklands Global is cur...

Promoted
Cantor Fitzgerald
San Francisco, California

The Technology Investment Banking team of Cantor Fitzgerald is seeking highly motivated, successful candidates with direct investment banking experience for an Associate position in San Francisco. Investment Banking experience (Analyst to Associate promotes or MBA Associates with 1+ years of experie...

Promoted
Partners Capital
CA, United States

The Senior Investment Associate will support the Client Chief Investment Officers (CIOs) on the management of individual client portfolios. The Senior Investment Associate’s primary objective is to maximize long-term client portfolio investment performance, subject to applicable portfolio constraint...

Promoted
Oaklands Global Financial Services Recruitment
San Francisco, California

Level: Investment Banking Associate. They are looking to hire additional Investment Banking Associates with previous Tech M&A transaction experience and with a passion for the Technology world and eager to be part of an “A” team. Compensation + Bonus: Associates (340k - 380k). Oaklands Global is...

Promoted
Bain Capital Ventures
San Francisco, California

Associates are critical in driving investment diligence, working with lead partners to answer key questions and frame opportunities for review by our investment committee. BCV is looking to add an Investment Associate to the team in San Francisco, CA. Associates work directly with principals and par...

GIC
San Francisco, California

We deploy capital in areas where we can utilise our comparative advantages, namely, a long investment horizon, global presence, sector expertise, as well as skilled, and experienced teams. Technology Investment Group (TIG). It is focused on helping its portfolio companies, entrepreneurs, and fellow ...

Regal Executive Search
San Francisco, California

Senior Associate, Middle Office Operations. Senior Associate role contributes to the daily trade operations support of portfolio strategies. Additional reoccurring duties involve creation, analysis and reporting of portfolio data to internal and external sources, maintaining short term investments a...

Piper Sandler
San Francisco, California

We are currently looking for an Investment Banking Associate on our Technology team in San Francisco, CA. Bachelors degree at 3+ years of investment banking experience; MBA degree at 1+ year of investment banking or closely related experience. This individual will gain exposure to various technology...

Regal Executive Search
San Francisco, California

Senior Associate, Middle Office Operations. Senior Associate role contributes to the daily trade operations support of portfolio strategies. Additional reoccurring duties involve creation, analysis and reporting of portfolio data to internal and external sources, maintaining short term investments a...

GIC Private Limited
San Francisco, California

We deploy capital in areas where we can utilise our comparative advantages, namely, a long investment horizon, global presence, sector expertise, as well as skilled, and experienced teams. Technology Investment Group (TIG). It is focused on helping its portfolio companies, entrepreneurs, and fellow ...