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
