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Investment Associate

Chicago Pacific Founders
San Francisco, CA, United States
Full-time

FIRM OVERVIEW

Based in Chicago and San Francisco, Chicago Pacific Founders ("CPF") is a leading strategic private equity firm focused on building and scaling companies within the healthcare services sector.

This includes a focus on value-based care, multi-specialty buy-and-build, healthcare IT & AI, and healthcare real estate.

CPF was created by healthcare founders and operators with 60 years of experience and a mission of doing well by doing good.

CPF seeks to partner with organizations delivering the highest quality of care via a founder-friendly approach. Our leadership team has a diverse set of experience as it is comprised of former healthcare founders, operators, and investment professionals with a passion and successful track record of building healthcare businesses.

Since 2014, CPF has invested in 25 portfolio companies and completed over 140 add-on acquisitions. We are currently investing out of Fund III ($875M) with approximately $4 billion assets under management.

For more information, please visit

POSITION OVERVIEW

The incoming Investment Associate (Summer 2025) 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.

He / She will monitor portfolio company performance and conduct industry research to identify new investment opportunities.

This role offers a stimulating environment where he / she will rapidly develop expertise in financial analysis, industry research, and transaction execution, laying the foundation for a successful career in private equity.

KEY RESPONSIBILITES

  • 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

  • The ideal candidate for the Associate position should possess the following qualifications :
  • Strong academic credentials and achievement
  • Strong M&A and deal execution experience from a top investment bank, consulting or private equity firm
  • 30+ days ago
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