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
