Chief Investment/Mergers & Acquisitions Officer (CIO)
Role Objective:
This role will be a strategic and transformative partner with the CEO and a member of the Leadership team located in Canada. This full-time permanent position is responsible for developing and executing M&A strategies aligned with business objectives and growth targets while maximizing the return on the investments and managing risk.
Fluency in Mandarin is preferred. The incumbent will be required to become fully versed in all financial targets and strategic plans to ensure achievement of financial targets and overall successful corporate performance based on the expectations of the Board and the commitments made to the Board. Furthermore, this role requires an experienced executive with global knowledge of the international markets that the company operates in, as well as potential future markets to identify business growth opportunities. This growth may be achieved through investments and acquisitions. Therefore, proven experience in successful mergers and/or acquisitions is necessary to support the growth targets. The successful candidate will also have proven experience in providing investment advice and developing corporate investment strategies.
Responsibilities (M&A):
- Identifying and assessing potential M&A targets, including startups and industry-related opportunities
- Conducting thorough due diligence assessments to evaluate strategic fit, financial performance, and risks of potential acquisition targets
- Leading negotiations and structuring of M&A transactions, including valuation, deal terms, and integration plans
- Collaborating closely with cross-functional teams, including finance, legal, sales, marketing, and operations, to ensure successful execution and integration of M&A transactions
- Building and maintaining relationships with external partners, including investment banks, advisors, and other stakeholders
- Providing strategic guidance and recommendations to senior management and the Board on M&A opportunities and risks
- Monitoring market trends, competitive landscape, and industry developments to identify potential M&A opportunities and threats
- Leading post-acquisition integration efforts to maximize synergies and achieve strategic objectives
- Serving as a subject matter expert and thought leader on M&A trends and best practices within the organization and the broader industry
- Ensuring the Board is fully aware of M&A strategy
- Ensuring the Board is aligned with M&A recommendations prior to execution
Responsibilities (Investment):
- Overseeing the development and implementation of a comprehensive investment strategy that aligns with overall objectives, risk tolerance, and longer-term corporate plan
- Assessing market trends and economic conditions to identify opportunities and risks
- Developing corporate investment policies and procedures
- Managing relationships with investment partners and advisors and providing guidance and insights to the Leadership Team
- Overseeing the management of the investment portfolio, including asset allocation, risk management, and assessing overall performance of investments to ensure the portfolio is well-positioned and diversified
- Conducting thorough due diligence on investment opportunities, reviewing financial statements and assessing risk factors
- Negotiating investment terms
- Developing and implementing risk management strategies to minimize exposure to market volatility and other potential risks
- Working closely with Leadership Team members to ensure ongoing alignment with the investment function with other teams
- Ensuring the Board is fully aware and aligned with the investment strategy
Preferred Qualifications:
- MBA or EMBA
- Other relevant academic programs that support requirements of this role, i.e., finance, science background, investment
- Knowledge of the global markets the company operates in
- Experience with identifying and completing successful M&A transactions
- Proven experience developing and executing successful corporate investment plans
- Proven experience in M&A roles within the health and wellness or related field
- Strong financial acumen and analytical skills
- Excellent negotiation and communication skills
- Demonstrated track record of successfully executing M&A transactions
- Ability to manage multiple priorities and deadlines
- Strong organizational and project management skills
- Strong financial analytical skills to assess investment opportunities, analyze financial data, and create and assess investment strategies
- Skilled at identifying and mitigating potential risks in investment portfolios
- Expert in assessing risk, creating risk-management plans, and assessing the impact of potential risk factors on the company's overall financial health
- Solid understanding of the global industry investment landscape and remain current on emerging trends, market conditions, competitors, and investment opportunities
- Strong strategy development (short and long term) that will align with the overall objectives
- Assessing different investment scenarios and developing effective strategies that maximize returns while managing risk
- Strong and effective communication skills
- Proven negotiation skills
- Ability to develop positive and productive business relationships with Leadership Team members
- Experience providing business advice and guidance to senior executives and getting alignment with senior executives for successful execution of business plans
- Experience working with parent company and understanding the expectations of the Board
We are pleased to accept applications from underrepresented groups and encourage applications from Indigenous persons, youth, new immigrants, and persons with disabilities.