Investment & Portfolio Analyst | Scrabble & Jigsaw
Posted on September 7, 2023
Job Description
<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Responsibilities</b>:</span></span></span></p>
<ul>
<li><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Fund Setup: Collaborate closely with legal counsel, tax advisors, trustees, and merchant bankers to review and contribute to the fund setup documentation. Deal Sourcing and Execution: Utilize various channels to source potential investment opportunities. Network and build collaborations with relevant stakeholders to execute deals effectively. Manage legal documentation and financial transactions.</span></span></span></li>
<li><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Due Diligence: Conduct comprehensive due diligence on prospective targets, analyzing financials, market trends, and competitive landscapes. Prepare investment committee (IC) memos and financial models for evaluation.</span></span></span></li>
<li><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Portfolio Management: Prepare investor memos and internal updates based on insights gathered from investee companies. Work closely with investee companies to provide strategic guidance and leverage your network to support their growth trajectory.</span></span></span></li>
<li><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Exits: Coordinate closely with investee companies to facilitate profitable exits. Collaborate with investment bankers and founders to maximize financial and impact returns.</span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Research and Thought Leadership: Generate research material and contribute to thought leadership initiatives in key areas of focus, such as Fintech and SaaS.</span></span></span></li>
</ul>
<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Key Competencies</b>:</span></span></span></p>
<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Ability to learn and thrive in small, collaborative teams.</span></span></span></p>
<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Strong focus on execution, ensuring efficient and timely completion of tasks.</span></span></span></p>
<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Exceptional stakeholder management skills, capable of building and maintaining positive relationships externally.</span></span></span></p>
<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Excellent negotiation skills to drive favorable terms and agreements.</span></span></span></p>
<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Strategic thinking to identify and pursue promising investment opportunities.</span></span></span></p>
<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Outstanding interpersonal skills, promoting effective collaboration and communication within the team and with external parties.</span></span></span></p>
<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Work Experience</b>: A min of 2 years of experience in fund management, preferably in venture capital or private equity.</span></span></span></p>