Investment & Client Coverage Manager I Equity & Investment

Our client is a private equity and investment firm that specializes in fund management, capital raising, and advisory services. They connect global investors with promising opportunities while ensuring compliance and operational excellence.

Your Role:

Client Engagement and Deal Sourcing:

• Identify and assess investment opportunities aligned with our services in key sectors like logistics, healthcare, green technology, e-commerce, and capital markets.
• Build and maintain strong relationships with institutional investors, family offices, and high-net-worth individuals to understand their needs and provide customized solutions.
• Source quality deals and leads by leveraging our network of regulators, financial institutions, and government bodies.
• Promote our services, like fund structuring and capital raising, to prospective clients to drive business growth.
• Collaborate with internal teams to evaluate opportunities and support the negotiation and execution of deals.

Advisory and Investment Analysis:

• Prepare engaging investment pitch decks and financial due diligence reports to attract investors for sell-side mandates.
• Conduct thorough investment analysis and due diligence, including accurate financial modeling, risk assessment, and valuation.
• Work closely with clients to understand their financial and strategic goals, offering tailored advisory solutions to maximize value.
• Manage the entire sell-side process, from initial engagement to deal closure, ensuring compliance with regulatory standards.

Investor Relations and Fundraising:

• Cultivate long-term relationships with current and potential investors through proactive communication.
• Assist in preparing fundraising materials, including pitch decks and presentations for events.
• Facilitate investor meetings, calls, and events, addressing inquiries about fund performance and investment strategies.
• Lead and support fundraising efforts to expand our investor base through strategic outreach and participation in conferences.

Who You Are:

• You hold a Bachelor's, Master's, or PhD in Finance, Economics, Business Administration, or a related field.
• You have prior experience in client coverage, wealth management, or sell-side advisory.
• You possess at least 3 years of relevant experience in private equity, investment banking, or financial advisory.
• You have strong skills in financial analysis, investment due diligence, and presentations.
• You excel in written and verbal communication.
• You can work both independently and collaboratively in a fast-paced environment.