If you’re an Analyst / Associate, we’re hiring

The last time we were formally in the market for an Analyst / Associate was 2009.

That day arrived again a few days ago, as one of our talented colleagues (Daniel Bernholtz) headed off to do his MBA at the Ivey School of Business. I wrote a blog in 2009 outlining our needs, which ultimately led to his hiring. With that success, I naturally thought we’d try again. Here’s what I wrote five years ago (see prior post “If you’re an Analyst, we’re hiring” Dec. 7-09):

Job description: if you have to ask, you aren’t right for the role.

Education: Some type of math, engineering, business or similar undergrad degree.

Skills: you know, Analyst or Associate skills.

Personality: team player, an individual who takes pride in their work, enjoys meeting new people.

Previous work experience: at least 12 months in a Analyst role where Excel and analyzing businesses was the daily fare.

Career goals: we’re open-minded.

Before he head off to Western, and perhaps a stop at the Ceeps or Joe Kool’s, I asked Daniel to tackle what he thinks the job description would be. Here’s his view after the better part of four stimulating and enjoyable years with us:

You will be responsible for evaluating venture debt opportunities across North America. This will include preparing investment memorandums on behalf of the deal teams, outlining the merits of proposed transactions, along with creating detailed financial models that will help in the overall underwriting analysis.

Additional support will be provided throughout the deal process, including preparing term sheets, performing due diligence, and portfolio management activities related to closed transactions.

Ad hoc projects may include presentations and reporting prepared for prospective clients, investors and other third parties.

Through this role, you will have the opportunity to evaluate transactions across a range of technologies, market segments and geographic areas, while focused on North America. Interactions with bankers, agents, venture capitalists and C-suite executives will be routine. The role requires a focused mind, ability to multi-task and prioritize to perform under tight timelines.

If you are such a person, and we only have budget to hire one, email your resume to resumes@wellingtonfund.com. Thanks in advance to everyone for their interest. We had lots of interest last time, and I expect nothing different in 2015 (see prior post “If you’re an Analyst, we’re hiring part 3” Dec. 16-09). I hope everyone understands that we will only have the chance to contact people who are on the interview track, and we are grateful for the interest in our firm.

MRM