Investment & Client Coverage Manager

Who We Are:

Crewstone International is a private equity and investment firm specializing in fund management, capital raising, and advisory services. We connect global investors with high-potential opportunities while ensuring regulatory compliance and operational excellence. Our experienced team drives growth and value creation across industries, making Crewstone a trusted partner for tailored investment solutions.

What will you do:

Client Coverage and Deal Sourcing

1. Identify and evaluate potential investment opportunities aligned with Crewstone's services, such as fundraising, fund setup, and structuring, in key sectors like logistics, healthcare, green technology, e-commerce, and capital markets.
2. Build and maintain strong relationships with institutional investors, family offices, and high-net-worth individuals, ensuring a thorough understanding of their needs and offering tailored solutions.
3. Source high-quality deals and investment leads by leveraging Crewstone's network of regulators, financial institutions, and government agencies.
4. Promote Crewstone's services, including fund structuring and capital raising, to prospective clients, fostering relationships that drive business growth.
5. Collaborate with internal teams to evaluate sourced opportunities and support deal negotiation and execution processes.

Sell-Side Advisory and Investment Analysis

1. Prepare compelling investment pitch decks and financial due diligence reports to support sell-side mandates and attract potential investors.
2. Conduct comprehensive investment analysis and due diligence, ensuring accurate financial modeling, risk assessment, and valuation to support transaction execution.
3. Work closely with clients to understand their financial and strategic goals, providing tailored advisory solutions that maximize transaction value.
4. Assist in managing the end-to-end sell-side process, from initial client engagement through deal closure, ensuring alignment with regulatory and compliance standards.

Investor Relations and Fundraising

1. Cultivate long-term relationships with current and prospective investors through proactive communication, ensuring engagement and satisfaction.
2. Coordinate and assist in preparing materials for fundraising activities, including pitch decks, presentations, and roadshows.
3. Facilitate investor meetings, calls, and events, addressing inquiries related to fund performance, investment strategies, and market trends.
4. Lead and support fundraising efforts, expanding Crewstone's investor base through strategic outreach and participation in investor conferences and events.
5. Ensure compliance with regulatory standards and best practices in all investor communication and fundraising activities.

Who are we looking for:

1. Possess a Bachelor's, Master's, or PhD degree in Finance, Economics, Business Administration, or a related field.
2. Prior experience in client coverage, wealth management, or sell-side advisory is a strong plus.
3. At least 3 years of relevant work experience in private equity, investment banking, or financial advisory.
4. Strong financial analysis, investment due diligence, and presentation skills.
5. Excellent written and verbal communication skills.
6. Ability to work independently and collaboratively in a fast-paced environment.