FRIEDOM PARTNERS

Analyst

• Research on technology, software, and health/wellness/healthcare businesses
• Financial modeling for both deals and portfolio company monitoring
• Writing to support investment sourcing, due diligence, and underwriting decisions
• Preparing investor materials, including decks, memos, financial models, and more
• Monitoring portfolio companies and related news/events
• Developing corporate strategy
• Other responsibilities to support the Founding Partner and CEO, as mutually agreed

PE Analyst

• Work closely with the Founding Partner and team; participate in all aspects of the investment process
• Research on technology, software, and health/wellness/healthcare businesses
• Financial modeling and writing to support investment sourcing, due diligence, and underwriting decisions
• Prepare presentations and materials for investors; build PowerPoint presentations (must be proficient)
• Monitor portfolio companies and related news/events; assist with potential value-adding activities
• Draft memos and write-ups (must be a strong writer)
• Contribute to corporate strategy; maintain CRM database and investor relations
• Provide general support to the Founding Partner; other responsibilities as mutually agreed

PE Analyst, C.I. Application

• The Private Equity Investment Associate will work closely with the founding partner and current team.
• Responsibilities include research on technology, software, and health/wellness/healthcare; financial modeling; due diligence; underwriting decisions; preparing presentations and materials for investors.
• Build PowerPoint presentations; monitor portfolio companies announcements; draft memos and write-ups; corporate strategy; maintain CRM database; provide general support; other responsibilities as mutually agreed.
• Opportunity to learn from Founding Partner with significant capital deployment; participate in ongoing development; training and speaker series.