Director of Investments

JOB DUTIES

• Evaluate new acquisition and investment opportunities through detailed financial analysis, industry research, and business assessment
• Build and maintain sophisticated financial models, including operating forecasts, valuation analyses, leveraged buyout models, and return scenarios
• Lead financial due diligence efforts and coordinate third-party diligence providers, including accounting, legal, tax, quality of earnings, and operational consultants
• Prepare investment memoranda, presentation materials, and recommendations for senior management and investment committee review
• Analyze financial statements, operating performance metrics, market trends, and competitive positioning of prospective investment opportunities.
• Evaluate reimbursement frameworks, regulatory requirements, and other healthcare-specific business considerations.
• Support transaction execution activities, including negotiations, financing processes, lender diligence, and closing coordination
• Work directly with business owners, management teams, investment bankers, lenders, and external advisors throughout the transaction lifecycle
• Assist with sourcing and evaluating add-on acquisition opportunities across existing portfolio companies
• Monitor portfolio company performance and assist management teams with budgeting, forecasting, and strategic initiatives following acquisition
• Conduct ad hoc financial analyses to support strategic decision-making and capital allocation initiatives
• Develop KPI dashboards and reporting frameworks

REQUIREMENTS

• 4+ years of experience in private equity, investment banking, transaction advisory services, corporate development, or a related finance role
• Strong financial modeling, valuation, and analytical capabilities with advanced Excel proficiency
• Experience evaluating acquisitions, mergers, recapitalizations, or other complex corporate transactions
• Ability to quickly assess businesses, identify key value drivers, and evaluate investment risks and opportunities
• Strong understanding of financial statements, accounting principles, and business operations
• Excellent written and verbal communication skills, including the ability to prepare and present investment recommendations to senior executives and investors
• Strong business sense and commercial judgment beyond pure financial analysis
• Ability to manage multiple transactions and projects simultaneously in a fast-paced environment
• Highly motivated, self-directed, and entrepreneurial with strong attention to detail
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CPA, or CFA preferred