Job Description
**PURPOSE:**
The Investment Analyst independently leads key aspects of deal transactions, including, but not limited to, build out and analysis of financial models; performs detailed assessments of investment opportunities; develops investment theses for deals; supports due diligence efforts for deals under consideration; serves as a liaison for internal support teams. Leads pipeline, deal and portfolio reviews; schedules review meetings at appropriate cadence; develops materials in support of internal deal flow/review sessions and external facing meetings. Works with Fresenius Medical Care Ventures (FMCV) leadership and other team members to help portfolio companies with their business strategy and exit events; works with portfolio companies to build out quarterly and annual reporting packages; provides ongoing monitoring of key portfolio company performance and metrics.
**PRINCIPAL DUTIES AND RESPONSIBILITIES:**
+ Analyze potential investments in innovative start-ups by developing financial models
+ Conduct market research and develop a market assessment of the environment of investment targets
+ Contribute to all stages of deal execution, including identifying new investment opportunities, preparing analytical support for investment proposals and supporting the overall due diligence process
+ Prepare and deliver presentations and associated materials required for approval of potential transactions, investments, reporting on investment progress and discussing portfolio strategy.
+ Proficient written, oral and PowerPoint communication skills
+ Track portfolio company milestones, upcoming financings and impact of capital allocation and reserve budget. Assess and assist in analysis for follow-up financings.
+ Support valuations and exit forecasting: Keep cap tables and waterfall analysis. Model expected returns and M & A comparables.
+ Assist with updating regular investment committee diligence and reporting packages, portfolio, pipeline, and project updates, updating company one pagers etc.
+ Support directors/head of FMC Ventures and observers for board meetings.
+ Research and synthesize venture capital and relevant sector industry trends for FMC Ventures internal presentation.
+ Support operating groups seeking venture resources.
+ Stay current on industry trends, company financings, and emerging technologies.
+ Understand basic deal structure, term sheets and deal documentation.
+ Participate in introductory company meetings and calls.
+ Review and comply with the Code of Business Conduct and all applicable company policies and procedures, local, state and federal laws and regulations.
+ Assist with various projects as assigned by a direct supervisor.
+ Other duties as assigned.
+ Reports to the Head of Ventures
+ Additional responsibilities may include focus on one or more departments or locations. See applicable addendum for department or location specific functions.
**PHYSICAL DEMANDS AND WORKING CONDITIONS:**
+ The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Travel generally minimal, may require international travel
+ Working virtually, no assigned office.
**EDUCATION:**
+ Bachelor's Degree required; Advanced Degree desirable,
**EXPERIENCE AND REQUIRED SKILLS:**
+ 3 - 5+ years' related experience or master's degree with 1 year of experience.
+ Venture Capital experience required.
+ Health care experience preferred.
+ Must have a minimum of 1 year experience in investment banking, venture capital, corporate development or similar experience.
+ Experience in financial modeling of financial forecasts, return analyses, capitalization tables, and liquidation waterfalls.
+ Must be fluent with MS Office (Excel, Word, PowerPoint)
+ Knowledge of the venture process and investment structuring.
+ Must have the ability to work independently and work well with others.
+ Excellent communication skills; written, oral and PowerPoint
If your location allows for pay/benefit transparency, please click the link below to request further information on this position.
Pay Transparency Request Form (
Remote: You will be able to work from your home location in the U.S.
Job Tags
Local area, Remote work, Work from home,
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