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    Day in The Life of an Investment Analyst at Insight Partners

    The private equity and venture capital space is one of the most exciting and dynamic industries to work in. So much so, that job descriptions often fall short of capturing the incredible opportunities and fulfilling work that professionals get to do.

    This being the case, those who want to pursue a career in PE and VC don’t always have a clear picture of what it looks like. To shed some light on what a career in investing entails, we spoke with a pair of former analysts and current associates at global software investor Insight Partners about their day-to-day work. Insight Partners invests in high-growth technology, software, and Internet startup and ScaleUp companies that are driving transformative change in their industries

    Sourcing

    Analysts are responsible for identifying new investment opportunities in the form of businesses and products, or what’s known in the industry as “sourcing.” At Insight Partners, analysts look to source promising companies in a variety of software subsectors such as FinTech, HealthTech, cybersecurity and more.

    Simply put, sourcing is the active process of identifying and evaluating potential investment prospects. The actual undertaking of that can consist of anything from market research and referrals to outreach and pitching. What’s so enjoyable about this part of the job is the excitement surrounding the discovery of a new business or opportunity that no one has come across before!

    Talking to Founders

    A big part of sourcing is talking to founders and executives. As an analyst, you’re given the opportunity to speak directly with these founders as they share what oftentimes is their life work, and something they have built from the ground up. In addition, being able to speak with some of the smartest subject matter experts across a variety of industries and sectors presents analysts with a massive opportunity to grow and learn about different technologies and domains.

    Zack went on to say how thought-provoking it is to listen to someone sharing the most interesting things that they know—things that might have taken them years to find out, test, or hypothesize. For Zack, having access to that kind of information and learning more about the world are what he really loved about being an analyst. 

    Becoming a Market Expert

    Although talking to founders is a crucial aspect of being an analyst, it is just one of many levers pulled on the track to becoming a market expert. Analysts also need to be well-versed and informed on particular markets in order to evaluate the potential of a business. While much of this is done by individual research, the analysts at Insight Partners have the opportunity to learn from those around them, which makes for an incredible culture of learning and development for all.

    For Ana Hugener, the Onsite Diligence & Growth Strategy team and the broader Insight Onsite team were two of the biggest influences to her becoming a market expert. The Insight Onsite team is made up of 140+ operational experts who work side-by-side with Insight’s portfolio companies in the key functional areas of a software company, including talent, sales, marketing, product, engineering and strategy. Onsite’s different Centers of Excellence mirror these company functions.

    These Centers of Excellence allow analysts the opportunity to grow in a variety of fields while also setting themselves up for future opportunities.

    Diligence

    While becoming a market expert is crucial for sourcing, it is equally as important for conducting diligence. The end-to-end diligence for new investment opportunities can consist of talking to founders about what they are building, telling them about Insight Partners, learning about markets, and more. Whether that’s looking at the model, the customer data, the competitive landscape or talking to customers, analysts at even the most junior level are given the opportunity to get involved.

    In our conversations with Ana and Zack, one thing they made clear about diligence is how much Insight allows entry-level and junior-level employees to get involved. Right from the get-go, analysts are making lasting impacts and contributions to the firm and their portfolio companies.

    Meaningful Work with Meaningful Companies

    Whether it’s sourcing, diligence, or portfolio work, one of the most gratifying aspects of working as an analyst at Insight Partners is the opportunity to do meaningful work with companies that make a difference. 

    After meeting with these successful analysts, it became clear that the software and technology industry is an incredibly fascinating and ever-expanding industry. This being the case, there is no shortage of interesting companies to work with.

    For Zack, his favorite portfolio company that he’s worked with sells software to pharmaceutical companies to help with clinical trials. The software allows the companies to simulate parts of the clinical trial process so that they can get FDA approval for drugs faster. For Zack, this meant he was helping a company that might be responsible for getting life-saving medications and drugs to market faster. This was an incredibly fulfilling opportunity in his day-to-day work as an analyst.

    For Ana, her favorite companies to work with were startups that were early on in their growth journey. Ana claimed that these companies are so interesting to work with because of all the questions that still need to be answered and the opportunity to have a real impact on the success of a business. For Ana, growing something from these early stages is what made the analyst role so appealing for her.

    Whether it’s sourcing, talking to founders, becoming a market expert, doing diligence, or making meaningful impacts on businesses, the work of an analyst at Insight Partners is an unbounded position with infinite potential. If you’re interested in a role where you can launch your career in private equity and venture capital, check out some of Insight Partners’ open roles today. More

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    Scoping Startups and Building Brands: At Insight Partners, You Can Do It All

    Although a fair amount of overlap exists between venture capital, private equity, and investment banking, all three sectors differ in significant and unique ways – some of which include the roles and responsibilities bestowed upon employees. If you were to pursue a career in investment banking, you might find yourself working on trades, mergers, and acquisitions; advising in the sale of new stocks and bonds; or connecting buyers and sellers of companies. In venture capital and private equity, you could be doing anything from identifying promising new startups to evaluating a company’s marketing strategy for post-investment growth.

    Although private equity providers, venture capital investors, and investment bankers may all be incentivized to sell stakes at one point or another, private equity and venture capital firms concentrate more on building and growing the companies they invest in. This, coupled with the fact that private equity and venture capital analysts evaluate companies on different factors than investment bankers, leads to some exciting opportunities for people who want to work in the field.

    Recently, we sat in on a virtual event with global venture capital and private equity firm Insight Partners to learn more about some of the open roles that the firm is currently looking to fill. The two positions we ended up identifying as the most engaging and exciting opportunities are the Investment Analyst and the Onsite Diligence and Growth Strategy (DGS) Analyst.

    Scouting for the Next Big Thing: Investment Analyst

    If you’ve ever heard of a company called Shopify, then you already know of one company that an Insight analyst identified and helped scale for success. One of the most exciting parts of being an Investment Analyst is knowing that the companies you’re sourcing and evaluating could be the next big brand or household name that’s going to shake the markets. And, you could be the one who discovers them.

    At Insight, you don’t have to be a partner or executive to get your hands in the mix. The firm is known for its world-class analyst program, which gets junior-level analysts and associates directly involved in deals with the most senior investors on the team.

    Investment Analysts Abhi Srinivas and Nisha Rangarajan attended our virtual seminar with Insight Partners and spoke about their experience on the job with passion and pride. While listening to them speak, it was evident that they love what they do and the company they work for. 

    Post-Investment Prowess – Onsite Diligence & Growth Strategy Analyst

    So Insight decided to invest in a company that an Investment Analyst sourced – what’s next? In come the Onsite DGS Analysts. Insight Onsite is the VC industry’s largest software-focused operations team, which works alongside Insight’s portfolio companies to help executives identify key opportunities for growth. While Investment Analysts are responsible for identifying and making initial contact with the target company, it’s the responsibility of the Onsite DGS Analysts to help the company scale and succeed post-investment.

    The Onsite team is what really drew Ruth Park to Insight. In the post-investment phase, Ruth may be sinking her teeth into the marketing strategy of a company or making recommendations to company leaders on how to put their newly acquired funding to the best use.

    Ruth’s point is that it doesn’t really matter where you come from – Insight is looking for minds from every walk of life and every school of thought to fill its ranks. 

    If you’re interested in being an Investment Analyst or an Onsite DGS Analyst who works with some of the most fascinating growth-stage technology, software, and Internet companies in the world, Insight Partners is for you.

    Check out Insight Partners’ WayUp profile page to learn more about the firm and apply for open roles. More