Develop financial models and perform data / investment analysis.
Conduct company due diligence and lead diligence process.
Research new deal opportunities.
Perform relative value analysis.
Assist in the preparation of investment memoranda.
Participate in the transaction closing process.
Assume transaction post-closing responsibilities.
Coordinate with internal functions including Asset Management, Treasury
and Operations.
Collate and distill large sets of disparate data into actionable insights
for the investment team.
Create bespoke financial models and complete detailed financial analysis
of potential investment opportunities.
Prepare investment memoranda, research reports and presentations outlining
macro trends, industry dynamics, business development opportunities, and
organizational matters.
Maintain a transaction pipeline tracking system.
Taking notes on discussions with outside parties
Contributing to improve processes, reduce risks and increase controls
Track financial performance of the issuer/s against our initial investment
thesis and general market expectations
Proactively identify any deterioration in underlying fundamentals of the
issuer/s and flag any concerns regarding potential underperformance
Identify any relevant industry trends that could result in a deterioration
or improvement of underlying fundamentals