Strategic Investment Leader

4 days ago

Sydney, New South Wales, Australia beBeeInvestor Full time US$1,500,000 - US$2,000,000
Investment Opportunities in Asset and Wealth Management

The role of Vice President in our Asset and Wealth Management division involves bringing together traditional and alternative investments to provide clients with a dedicated partnership and focus on long-term performance.

About the Role:

You will be responsible for meeting and liaising with target company management teams and founders, developing investment theses, researching and assessing domestic & global markets, coordinating with experts globally, diligence advisors and banks, presenting in investment committee, participating in deal structuring and investment documentation, building and maintain relationships with management teams and partners, managing portfolio companies in strategic and operational projects including M&A, capital raising, asset sales.

Key Responsibilities:
  • Meet with target company management teams and founders
  • Develop investment strategies
  • Conduct market research and analysis
  • Coordinate with experts globally, diligence advisors and banks
  • Present in investment committee
  • Participate in deal structuring and investment documentation
  • Build and maintain relationships with management teams and partners
  • Manage portfolio companies in strategic and operational projects
Required Skills and Qualifications:
  • Highly motivated commercial team player with passion and curiosity about investing
  • Strong accounting/finance, team management and business assessment skills
  • More than 7 years experience across consulting, banking or investing with at least 3 years of investing experience
  • Commercially savvy investor mindset and ability to self-direct, evaluate and form independent judgments
  • Team player with positive attitude, strong work ethic and high energy
  • Highly organized with exceptional attention to detail and follow-through
  • Excellent process management skills and ability to manage upward
  • Demonstrated proactiveness and ability to adapt quickly to a variety of industries
  • Strong technical skills in financial analysis, research, financial model building
  • Strong interpersonal skills and ability to effectively interact and build relationships with senior management, intermediaries and global stakeholders
  • Deep experience in financial statement analysis and financial modeling
  • Strong ability to manage multiple projects with competing deadlines
  • Excellent communication skills (written and verbal)
  • Ability to work in a fast-paced environment
  • Ability to exercise discretion with respect to highly confidential/sensitive information
  • Absolute integrity, ethical standards and sound judgment

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