PURPOSE AND SCOPE:
The Sr. 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:
Support optimization of portfolio performance:
Support valuations and exit forecasting:
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:
EXPERIENCE AND REQUIRED SKILLS:
Job ID 18000EUP