Technology Investing - Pre- or Post-MBA Associate / Senior Associate
Location:
Palo Alto, CA
Compensation:
Competitive with performance-based bonus
Years Experience:
1-3 yrs
Position Type:
Employee
Employment type:
Full time
Updated:
21 Aug 2008
eFC Ref no:
435847
Under the guidance of and in close collaboration with the Managing Directors, and Principals, Associates and Senior Associates are responsible for deal execution, market research and analysis, and support of on-going portfolio management.
Responsibilities:
Initial Deal Review and Execution.
Assist in deal sourcing through targeted areas of interest within the various technologies and life science sub-sectors industries or investment theses.
Initial deal review and screening.
Conducting all aspects of business, financial, and industry due diligence.
Financial modeling and valuation analysis.
Preparing written presentations for Investment Committee.
Preparing industry/competitive research.
Interacting and establishing rapport with third party due diligence partners as well as potential prospective company management teams.
Portfolio Management
Monitor portfolio company performance
Support the deal sponsors responsible for managing the investment
Identify portfolio company future financing opportunities
Assist by drafting quarterly credit and valuation reports
Assist in the preparation and presentations to the Board of Directors
Qualifications:
Ideal candidates will have:
Minimum of two to three years of direct private equity, investment banking, consulting, specialized technology lending experience or principal investing experience in a technology-oriented and/or venture capital environment.
A combination of investment banking and venture capital are needed for the Senior Associate position.
The positions also require strong analytical capabilities, financial modeling proficiency, excellent written and oral communication skills, and a willingness to be proactive in contacting people and learning, and a working knowledge of technology investing.
Taken on senior execution roles (including attending management meetings, involvement with deal structuring, pre and post investment portfolio management, etc.) in the transactions they worked on.
Candidates must be intellectually curious, comfortable with technology and possess strong ethical character.
A solid academic record, preferably with an MBA (0-2 years out of Business school is strongly preferred but not required).
Personal Attributes:
Uncompromising personal integrity.
Tenacious in meeting deadlines, with a strong sense of urgency and good self-management discipline.
Capable of working effectively under pressure.
Organized and efficient, with good ability to define priorities; good at figuring out the processes necessary to get things done.
Good interpersonal and communication skills.
Position requires communication with upper-level individuals at banks, equity groups, and existing and prospective clients.
Able to adapt to differing situations and changing priorities.
Ability to work autonomously.
A confident, team player who listens to internal and external input but can take decisive action.
Compensation:
Compensation will consist of a market-level base salary, a performance-based bonus, and a long-term equity incentive.
A
trade automation, connectivity and compliance solution, the SunGard
Transaction Network (STN) links institutions throughout the financial
services community to facilitate end-to-end transaction processing.
With
more than 4,500 client firms in 60 countries managing more than $12
trillion, Advent has established itself as a leading provider of
mission-critical applications for investment management operations of
all sizes and strategies.
QUMAS
is a global compliance software company offering a complete Enterprise
Governance, Risk and Compliance solution with over 250 customer
deployments.
Belzberg
Technologies has been at the forefront of the electronic trading
evolution from the very beginning, and continues to provide world-class
service, execution and technology to the securities industry.
