Innovation and Investment Analyst

Position Summary:

The Analyst will work closely with team members to identify innovative healthcare technologies and services that align with the health system’s strategic goals. This position offers a unique opportunity to be at the intersection of healthcare and venture capital, contributing to the growth and development of cutting-edge solutions in the industry.

Key Responsibilities:

• Due diligence in support of potential investments – including market landscape analysis and recent transactions.
• Develop materials for presentation to Investment Committee – including investment memos and portfolio updates.
• Communicate with potential investments as well as internal OH stakeholders to gather materials for investment memos.

Schedule

Monday - Friday

9am-5pm

Location

1126 South Division

Orlando, FL

Responsibilities:

Essential Functions

Venture Fund

• Support due diligence process on prospective fund investments – organizing calls with start-up company management, reviewing materials in online data rooms and synthesize information into reports and presentations.
• Create presentations for Investment Committee for Orlando Health Ventures, reporting on portfolio companies and new investment opportunities.
• Add to dealflow pipeline online platform and support diligence activities. Report to MD, Principal, and Associate in weekly investment staff meetings.
• Prepare drafts of investment memos and presentations for internal review and approval.

• Track performance metrics and providing updates to fund leadership.
• Develop and maintain relationships with portfolio company management teams.

• Identify strategic insights across healthcare industries, researching innovative technologies, and helping to shape the organization’s adoption of new technology, processes, and methodologies.
• Prepare valuation analysis in MS Excel using discounted cash flow and comparable exits for prospective investments.
• Perform analysis of portfolio company performance including quarterly financials and regulatory milestone achievement.

Seed Fund

• Organize materials and support consistent meetings for the Orlando Health Seed Fund.
• Create presentations for Investment Committee for Orlando Health Seed Fund, reporting on portfolio companies and new investment opportunities.
• Synthesize due diligence materials including OH physician feedback, market data, transaction sets and financial analysis for presentations.
• Track portfolio company performance for reporting to Investment Committee.

Healthy St. Pete Sparkplug Fund

• Interact on a regular basis with the Foundation for Healthy St. Pete leadership as well as community leaders in the Tampa/St. Pete market area.
• Support investment efforts for the Sparkplug Fund including deal sourcing, due diligence, transaction execution and portfolio monitoring/reporting.
• Create materials for discussion, reporting and communication.
• Identify investment trends that fit with the Foundation for Healthy St. Pete’s organizational and community objectives.

Other Related Functions

• Assist in the development and implementation of internal processes and systems to improve efficiency and effectiveness.
• Participate in team meetings, providing updates on ongoing projects and potential investment opportunities.
• Work under the direction of senior staff and management and will sometimes be required to work with limited direction and supervision.
• Communicate effectively, including verbal and written communications, and interact, directly and indirectly, with senior leaders across the healthcare system.
• Maintain reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA, and other federal, state, and local standards.

• Stay current with industry trends, emerging technologies, and best practices in venture capital and healthcare.
• Share knowledge and insights with the team through presentations and informal discussions.

• Maintains compliance with all Orlando Health policies and procedures.
• Participates in cross-functional teams and operates within different levels of the organization.
• Requires flexibility and the ability to adapt to changing projects and stakeholder demands.
• Possesses expert level knowledge of Microsoft Excel, PowerPoint, and Word.

Qualifications:

• Bachelor’s degree Business, Finance, Healthcare Management, or scientific/medical studies required.
• Master’s degree in business, economics, or similar - Preferred.
• Strong understanding of financial modeling, valuation techniques, and investment analysis. Deep knowledge of the healthcare industry, including trends, policy, regulatory environment, and competitive landscape.

Licensure/Certification

N/A

• Two (2) years of experience working in venture capital, private equity, investment banking, management consulting, or similar areas in a healthcare related role.
• Experience working with startups and early-stage companies is highly desirable.
• Excellent analytical, project management, critical thinking, problem solving, relationship building, presentation and communication skills.
• Experience in working extensively in Microsoft Excel and PowerPoint