Job Description
Investment Strategy & Origination
1. Assist in shaping and executing investment strategies across targeted sectors and thematic priorities
2. Proactively originate investment opportunities by conducting market mapping and cultivating strong industry relationships
3. Track macroeconomic conditions, sector trends, and geopolitical developments that may influence investment outcomes
4. Build and maintain relationships with business owners, intermediaries, and industry participants
Investment Evaluation & Execution
5. Develop compelling investment theses supported by rigorous financial, operational, and commercial analysis
6. Lead financial modeling, valuation work, and return assessments for prospective transactions
7. Coordinate and support comprehensive due diligence efforts spanning financial, legal, and operational areas
8. Contribute to transaction structuring, negotiation processes, and execution of deal documentation
9. Prepare clear, high‑quality investment committee materials and recommendations
Portfolio Management & Value Creation
10. Monitor portfolio company performance and key value drivers
11. Support the execution and tracking of value creation initiatives across investments
12. Partner with management teams and key stakeholders to address operational challenges and enhance performance
13. Produce ongoing portfolio reviews, performance analyses, and reporting materials
Stakeholder Engagement
14. Develop and sustain strong relationships with both internal and external stakeholders, including partners, advisors, and regulatory bodies
15. Collaborate with other investment professionals to share insights and support cross‑sector initiatives
Operational & Team Contributions
16. Support continuous improvement of internal processes and investment best practices
17. Assist with portfolio planning, strategic initiatives, budgeting, and market intelligence efforts
18. Maintain CRM systems and investment-related documentation
19. Travel periodically, both domestically and internationally, to support diligence efforts, relationship development, and portfolio oversight