Chicago Pacific Founders
Investment Associate - No Solicitors
Chicago Pacific Founders, Chicago, Illinois, United States, 60290
Based in Chicago and San Francisco, Chicago Pacific Founders (CPF) is a leading strategic private equity firm focused exclusively on building and scaling companies across the healthcare services sector. CPF invests in organizations driving innovation in value‑based care, multi‑specialty buy‑and‑build platforms, healthcare IT and AI, and healthcare real estate. Founded by experienced healthcare entrepreneurs and operators with over 60 years of combined experience, CPF was established on the mission of “doing well by doing good.” The firm partners with management teams and founders who share a commitment to delivering the highest quality of care through a collaborative, founder‑friendly approach. CPF’s leadership team brings a diverse blend of operating, investing, and clinical expertise, with a proven track record of building and scaling healthcare businesses. Since its founding in 2014, CPF has invested in more than 25 portfolio companies, completed 140+ add‑on acquisitions, and manages ~$5 billion in assets under management.
Position Overview The Investment Associate will be responsible for building and refining intricate financial models, conducting thorough due diligence on potential investments, and assisting in the execution of transactions from start to finish. They will monitor portfolio company performance and conduct industry research to identify new investment opportunities. This role offers a stimulating environment where they will rapidly develop expertise in financial analysis, industry research, and transaction execution, laying the foundation for a successful career in private equity.
Key Responsibilities
Build complex financial models to analyze investment opportunities and assess portfolio company performance
Analyze various investment prospects within the healthcare services sector, considering their potential for profitability and growth
Research and identify potential investment opportunities in target industries or sectors
Conduct preliminary financial and operational analysis on target companies to assess fit with investment criteria
Support preparation and presentation of investment recommendations to the investment committee
Assist in the negotiation of transaction terms, coordinating with advisors, and drafting legal documentation
Monitor portfolio company performance, participating in value creation strategies, and providing updates to senior management
Assist with fundraising and investor relations activities, including preparing marketing materials and participating in presentations
Provide analytical and administrative support to more senior team members
Qualifications
Outstanding academic record with a strong analytical and quantitative foundation
2–3 years of transaction experience in investment banking, consulting, or private equity, with demonstrated exposure to M&A and deal execution by your full‑time start date
Deep understanding of financial modeling, valuation, and accounting principles
Excellent research, communication, analytical and presentation skills
Proven ability to manage multiple workstreams and thrive in a dynamic, team‑oriented environment
Strong interest in healthcare services and a passion for mission‑driven investing
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Position Overview The Investment Associate will be responsible for building and refining intricate financial models, conducting thorough due diligence on potential investments, and assisting in the execution of transactions from start to finish. They will monitor portfolio company performance and conduct industry research to identify new investment opportunities. This role offers a stimulating environment where they will rapidly develop expertise in financial analysis, industry research, and transaction execution, laying the foundation for a successful career in private equity.
Key Responsibilities
Build complex financial models to analyze investment opportunities and assess portfolio company performance
Analyze various investment prospects within the healthcare services sector, considering their potential for profitability and growth
Research and identify potential investment opportunities in target industries or sectors
Conduct preliminary financial and operational analysis on target companies to assess fit with investment criteria
Support preparation and presentation of investment recommendations to the investment committee
Assist in the negotiation of transaction terms, coordinating with advisors, and drafting legal documentation
Monitor portfolio company performance, participating in value creation strategies, and providing updates to senior management
Assist with fundraising and investor relations activities, including preparing marketing materials and participating in presentations
Provide analytical and administrative support to more senior team members
Qualifications
Outstanding academic record with a strong analytical and quantitative foundation
2–3 years of transaction experience in investment banking, consulting, or private equity, with demonstrated exposure to M&A and deal execution by your full‑time start date
Deep understanding of financial modeling, valuation, and accounting principles
Excellent research, communication, analytical and presentation skills
Proven ability to manage multiple workstreams and thrive in a dynamic, team‑oriented environment
Strong interest in healthcare services and a passion for mission‑driven investing
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