Financial Planning and Analysis

• Source potential investment opportunities
• Perform financial modeling and analysis of growth and venture stage companies
• Conduct investment due diligence on companies of all stages and support investment committee presentations
• Record all deal information for reporting and trend analysis
• Research and report on industry trends and potential new business models
• Cultivate and manage relationships with key industry contacts, including limited partners
• Assist in all aspects of portfolio company management, including exposure roles on portfolio company boards

Investment Associate – Healthcare, Insurance

Senior FP&A Analyst

Senior Financial Analyst

Finance Operations Manager

Senior Financial Analyst

SVP, Finance and Treasurer