PenderFund Capital Management

Analyst

• Use AI and traditional research tools to source, screen, and research prospective companies
• Support financial modeling and diligence work, applying judgment to check and refine outputs
• Identify, test, and adopt new AI tools and workflows
• Identify and reach out to promising companies
• Monitor prospects, create alerts, and prepare first-contact materials and research
• Conduct initial screening calls with founders and management teams
• Research target industries, competitors, and market trends, including healthtech
• Develop and maintain financial models for investment decisions, portfolio valuations, and scenario analysis
• Conduct financial assessments of prospective investments, analyzing business models, revenue streams, and unit economics
• Contribute to due diligence, including leading financial due diligence, assessing market dynamics and competition, and evaluating risks
• Prepare investment memos and presentations for the investment committee
• Support capital allocation decisions with data-driven insights into portfolio performance and resource requirements