The Investment Officer (IO) serves on teams responsible for managing key components of Mayo Clinic's investment portfolios. Spend at least ...
- Support investment team in a variety of analytic and investment management activities including all aspects of evaluation and execution of both direct and fund investments across all asset classes (both public and private markets).
- Conduct research, analyses and assist with due diligence in support of the selection and evaluation of potential investments (portfolio fit, sponsor’s track record, assessment of team, deal/fund structure, excel modelling).
- Perform asset class/industry research relating to investment trends and global market environments.
- Run portfolio level analysis in support of asset allocation, portfolio construction, risk analysis and future investment commitments.
- Tracking, sourcing and screening investment opportunities including review of NDAs and pipeline reporting
- Support existing portfolio of direct investments in development, evaluation and execution of growth strategies including tuck-in acquisitions
- Conduct valuation updates and monitor performance for the existing portfolio(s), including preparing regular reporting to investors.
- Perform research and analysis of benchmarking and comparative statistics.
- Complete ad hoc projects related to overall portfolio management.
- Assist in the preparation of standard Investment Committee reports, memos and presentations.
EDUCATION, EXPERIENCE & WORK ELIGIBILITY:
- Bachelor's degree (coursework in accounting and economics is a plus)
- One to three years investment banking, finance and/or investment management experience (M&A or private equity transaction experience is a plus)
- Demonstrated ability to execute detailed financial analysis, communicate effectively within and outside of his/her organization, work well in a team setting and possess strong writing skills.
- Authorization to work in U.S. is a prerequisite (firm does not sponsor candidates for visas)
KNOWLEDGE, SKILLS AND ABILITIES:
- Must be a critical thinker, intellectually curious, detail-oriented, and unafraid to ask questions or give opinions.
- Excellent quantitative, analytical, financial modeling (including LBO and integrated merger models) and communication skills
- Ability to work well under pressure and meet tight deadlines
- Capability to manage multiple, simultaneous projects independently and readiness to assume a high level of responsibility
- Advanced proficiency with MS Word, Excel (VBA expertise helpful), and PowerPoint; familiarity with Bloomberg, Preqin or PitchBook is a plus
- Team oriented character with an exceptionally strong work ethic
- Self-starter with close attention to detail and ability to thrive in an entrepreneurial environment
- Ability to conduct independent research and employ creative approach to solving complex problems
- Ability to communicate and interact effectively with all levels of staff including senior management and senior investment professionals (both internal and external).
Fund Manager from United States
Fund Manager from
Fund Manager from United States
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