What are the responsibilities and job description for the Associate position at Hillwood?
Company Overview:
Perot Jain L.P. is a Dallas-based early-stage venture capital firm founded by Ross Perot Jr. and Anurag Jain in 2014. The firm provides early-stage capital and business expertise to companies developing transformative technologies. Perot Jain targets early-stage companies (Pre-Seed to Series A) with substantial growth opportunities. Geographically, the primary focus is the United States, with select investments in Estonia, Israel, India, and Portugal. To date, the company has made investments in over 80 companies and funds.
Anurag Jain is the Chairman and CEO of Access Healthcare Services, a healthcare IT and business process outsourcing provider. Earlier in his career, Jain was a Senior Executive with Dell Services and Perot Systems. Previously, he established multiple successful businesses, including Vision Healthsource, which he sold to Perot Systems in 2003.
Perot Jr. is Chairman of The Perot Companies, which manages the various Perot family businesses and investments. He is also Chairman of Hillwood, one of the top real estate developers in the US. In addition, he was a Founder of Perot Systems, where he served as CEO from 2000 to 2004 and as Chairman from 2004 until Dell Inc. acquired the company in 2009.
Perot Jain L.P. is a small venture capital investment firm led by an entrepreneurial management team. Employees are held to high-performance standards and are comfortable with vigorous debate and challenge, managing by results, applying analytical rigor to their decisions, and striving for excellence.
Position Summary:
Perot Jain is seeking to hire an Associate to join our growing team in Dallas, TX. The Associate will assist with Perot Jain’s investment process from deal sourcing to due diligence through portfolio management and company building. The individual will work closely with internal Perot Jain, Hillwood Development and Access Healthcare Executives, in addition to outside partners.
Responsibilities:
Investments:
- Review and Evaluate Deal Flow: Review inbound deals sent to the investment team, provide high-level evaluations, and advance relevant deals to introductory calls.
- Deal Overviews: Create concise, high-level summaries of deals post-introductory call to brief other team members and decide whether to proceed with detailed diligence.
- Deal Tracking and Management: Use internal systems to track and manage deal flow through the diligence pipeline.
- Support in Diligence Process: Assist in creating investment memos for deals moving forward to the investment committee.
Portfolio Management:
- Day-to-Day Management: Provide management services to portfolio companies, including evaluating follow-on investments and facilitating capital calls.
- Tracking Investment Performance: Maintain and enhance systems for tracking the performance of investments, possibly developing new tools or integrating new software solutions.
- Compliance Support: Assist the CFO with compliance-related tasks for both existing and new investments.
Operations:
- Meeting Coordination: Assist with scheduling meetings and coordinating events for the team.
- Accounting Support: Manage accounting tasks like consolidating receipts, managing expenses, and creating financial reports.
Miscellaneous:
- Internal Documentation: Help prepare weekly meeting agendas and update documents tracking ongoing tasks.
- Research and Reporting: Conduct research on technology and venture capital topics and prepare notes for internal use.
- Presentation Preparation: Assist in creating slide decks for both internal and external meetings.
Education and Experience:
- A bachelor’s degree in Finance, Business or related field is required.
- Prior experience in venture capital, private equity, corporate development, consulting, investment banking, start-up leadership, or related fields is a plus.
EEO Statement:
Perot Jain is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of, race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law.
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