Medical doctor private equity interview

Mto1Shot

New member
Joined
Jun 18, 2026
Messages
0
Reaction score
0
Hi all,

I'm a medical doctor in the US (graduated 4 years ago) and have a private equity interview with a new private equity company which invests in biotech / medical devices firms. I have no previous financial experience.

What are they likely to ask me at a interview? Please advice as I think over-preparation will better than under-preparation.

Any help would be really appreciated as I've tried really hard to get this interview.

Thanks.
 
I participated in this process once for an equity fund (not private equity).

First, they don't expect you to know anything about finance. They almost certainly know vastly more about finance than you, so you should just not worry about it. Imagine that you were hiring an accountant to help you run your medical practice. You would not want his advice on the latest surgical procedures. Do not go in there telling them about all that you know about private equity because you ordered a book from Amazon. This is a serious turn-off and will absolutely not help you get the job.

I would expect that your job will be to evaluate claims made by firms looking for financing. These claims will include lots of medical and scientific mumbo-jumbo that the finance guys won't necessarily understand. You should be able to evaluate it and explain it to them quickly and decisively. At the interview they will be determining whether or not you can do this.

At the interview, do not be afraid to offer an opinion. Equity investing is not scientific discourse - you make a decision and if it's right, so much the better. You need to show them that you are not the kind of person who says "Well, on the one hand this seems like a good product but on the other hand it seems like a bad product and the following mumbo-jumbo that you can't understand explains why". It's simple to get a scientist to do that and it doesn't help at all.

Lots of investing in this area depends on clinical trials. Know this stuff. Don't say things like "Well this is an interesting clinical trial. When the results are out, we'll know more about the prospects for the company". This sounds like good science, but is not worth anything in investing.

They might ask you to explain something medical to them - recognize that you might be talking to someone who is wickedly smart, knows the answer, and wants you to explain it without being condescending or telling him you can't explain it to someone without a medical background.

Be more opinionated than most people think is appropriate - this product is bs and this product is terrific. Don't say stuff like "I can't believe these bad guys are focusing on baldness instead of dengue fever". Almost everybody in this business would rather have clear analysis and advice than abstruse non-advice showing how smart you are.

That's about getting the job....Now are you sure you want the job?

You need to make sure these guys are for real. Do they have funding? If not, where are they going to get it? What are their pedigrees (i.e., where have they worked, not where did they go to school)? Are they the kind of guys you would invest your money with? Do they have decent infrastructure?

GL.
 
Mto1Shot

FWIW I think JDV has given you some excellent advice there - especially the ammunition you could use for the "Have you any questions?" gig at the end of the interview.

The only thing I would add is, whilst you do not need to be a financial engineering wizard, do make sure you have some idea of what PE firms actually do and what actual work you expect to be doing as an employee of that fund.
 
Agree. Good advice. Esp about (1) trying not to talk about finance - it'll just reinforce how little you know. and (2) having firm opinions - too many newbies come with theur academic hat on and want to discuss both sides of everything, which is not what finance people want.
 
i'm not in PE -- rather, i'm in sell-side research but i have experience in both the biotech side as well as the device side. JoeyDVivre offered some good feedback, which is probably more relevant to the biotech side. clinical trials are relevant in medtech as well but i would say that one very important thing to do in both areas is to evaluate market potential. very often, the size of the addressable market is considered in the valuation of these companies.

for both biotech and medtech, and you'll need to be able to demonstrate to them an ability to think about overall market size and the peak market potential of a particular drug or device. with respect to the market, you'll need to evaluate the overall addressable population and the competitive landscape for products, and then consider the commercial viability of the drugs/devices. some things to consider might be the following: are they better than what's on the market already? do they demonstrate clinical equivalence or do they address a currently unmet medical need? what are the opportunities for label expansion? is there a favorable reimbursement environment for the products? and so forth.

once you've done this, you should form some reasonable expectation as to what will drive the market going forward (is it expanding or stagnant? what segments are most likely to grow? etc.), competitive dynamics (are there better drugs in the pipeline? is one product more likely to gain share than the other?) and the key drivers for the particular product in question.

on another note, also consider whether the company will need to raise additional capital to finance their clinical trials and sales/marketing of the product going forward, and how they might do that. if you have no financial background or knowledge of the company, don't sweat it...just realize that while debt/equity issuances are options, partnerships and royalty/license fees are other ways that these companies can generate additional revenue to fund their operations.

anyway, the bottom line is, if you can figure out what the fund focuses on (is it companies in a sector? specific products? indications?), you should start thinking about how the markets and competitive dynamics work and what the current therapeutic modalities are. then, when/if they ask you to evaluate a particular product, you'll not only be able to share your medical expertise on the matter, but you'll be able to succinctly explain what the financial opportunity of the company is - and at the end of the day, like JDV pointed out, it's important that you can separate the wheat from the chaff and understand what clinical aspects are actually meaningful to the company's valuation.

i hope this helps!



Edited 3 time(s). Last edit at Tuesday, September 5, 2006 at 02:35PM by numi.
 
Thanks everyone that has been really helpful. I'm very grateful that you guys took the time to write. Thanks
 
No problem. Let us know how the interview goes. Always nice to hear insightful questions/answers on this board, especially ones to which you might not necessarily find the answer just doing a simple google search (in comparison, there are many questions asked on this board that can be easily addressed by searching the archives or somewhere on google)
 
Back
Top