• Conduct quantitative analysis and due diligence on prospective primary and secondary investments as well as co-investments.
• Build and update financial underwriting models for secondary investments and co-investments.
• Arrange and attend meetings with general partners, intermediaries, and placement agents.
• Participate in the broader due diligence on private equity investment opportunities, including reference checks and portfolio company visits.
• Monitor existing private equity partnership investments, including reviewing financial statements, attending annual meetings, and general partner updates.
• Actively participate in investment team meetings and contribute to the investment decision-making process.
• Understand market dynamics and prepare topical white papers, market reviews, and presentations.
• Participate in client service and business development activities.

Skills: Quantitative Analysis, Financial Modeling, Due Diligence, Partner Engagement, Portfolio Monitoring, Investment Evaluation, Market Research, Client Relations

• Develop a robust sourcing pipeline and establish a structured infrastructure to streamline sourcing activities.
• Identify and pursue new opportunities to expand the firm’s investment reach.
• Cultivate and maintain strong professional relationships that generate long-term value for the organization.
• Expand the network strategically to enhance access to potential deals and partnerships.
• Conduct comprehensive due diligence to evaluate investment opportunities thoroughly.
• Prepare detailed investment memos and related documentation to support deal execution.
• Formulate clear investment theses that guide strategic decision-making.
• Collaborate with portfolio companies to address strategic initiatives and operational needs.
• Assist in identifying and recruiting top talent to strengthen portfolio teams.
• Contribute to business development and market expansion efforts across portfolios.
• Support future fundraising activities by preparing materials and coordinating with stakeholders.

Skills: Sourcing Strategy, Opportunity Development, Relationship Building, Network Expansion, Due Diligence, Investment Documentation, Thesis Formulation, Portfolio Support

• Support Investment Advisors in providing superior customer service and be available to answer client requests in person, on the phone, and by email.
• Participate in activities to support Investment Advisors in their business development.
• Execute unsolicited transactions, buying and selling of securities, and transaction adjustments.
• Carry out instructions such as deposits, withdrawals, transfers, and currency conversions for all investment accounts and ensure rigorous follow-up.
• Analyze, open, and update client files.
• Generate portfolio management reports.
• Implement efficient procedures for the administration of client files.
• Manage the advisors’ agenda, book appointments, and prepare for client meetings.
• Provide clients with information on tax slips and other documents.
• Assist clients in the use of digital banking services.

Skills: Client Service, Business Development, Trade Execution, Account Administration, File Management, Report Generation, Agenda Management, Digital Support

• Review and help maintain market investment accounts.
• Support PM on various portfolio tasks.
• Engage with clients to ensure requests are completed on time.
• Interact with Operations on all account maintenance activities.
• Support other PCs.
• Prepare presentations for client and prospect meetings.
• Focus on attaining respective system proficiency.
• Embrace and adhere to Core Values.
• Know and comply with all Company policies set forth on the Company's Intranet.
• Review the Associate Handbook and Company Policies annually, as prescribed by Human Capital.
• Complete and comply with the Company's Code of Ethics and Conflict of Interest Questionnaire and Policy Acknowledgement.

Skills: Account Review, Portfolio Support, Client Engagement, Operations Coordination, Team Support, Presentation Prep, System Proficiency, Policy Compliance

• Collaborate directly with the co-founders who bring over a decade of experience in eCommerce and private equity.
• Develop proprietary sourcing channels to identify unique acquisition opportunities.
• Establish and maintain productive relationships with brokers and intermediaries.
• Oversee and manage the firm’s internal M&A pipeline to ensure efficient deal flow.
• Evaluate potential acquisition targets through structured screening processes.
• Perform detailed financial analysis to assess company performance and viability.
• Conduct commercial due diligence to understand market positioning and competitive advantages.
• Create comprehensive financial models to guide investment decisions.
• Use quantitative and qualitative data to evaluate deal attractiveness.
• Present findings and recommendations to senior leadership to support strategic choices.
• Continuously refine sourcing and evaluation processes to enhance investment efficiency.

Skills: Co-Founder Collaboration, Sourcing Channels, Broker Relations, Pipeline Management, Deal Screening, Financial Analysis, Due Diligence, Financial Modeling

• Monitor and manage all issues related to the investment and trade lifecycle through the designated task management system.
• Oversee trade support activities, including trade matching, settlement, and confirmation.
• Utilize systems such as SWIFT, CTM, and Tradesuite to ensure accurate and timely trade processing.
• Track and manage the full corporate action lifecycle on a daily basis.
• Perform daily and monthly reconciliations of investment portfolios with custodian banks to maintain data accuracy.
• Collaborate with product teams to resolve operational issues and implement client change requests effectively.
• Support process improvement initiatives to streamline workflows and enhance productivity.
• Verify and maintain both static and dynamic security data to ensure data integrity.
• Ensure portfolio information remains current by managing static and dynamic data updates.
• Capture trade details accurately and address any issues that arise in a timely manner.
• Respond to client and custodian bank inquiries related to wealth management, insurance, and performance analysis.
• Investigate and explain performance fluctuations and anomalies.
• Identify inefficiencies within existing production processes and propose effective improvement strategies.
• Maintain thorough documentation of all processes and internal client support logs for transparency and audit readiness.

Skills: Trade Lifecycle, Trade Support, System Processing, Corporate Actions, Reconciliation Management, Issue Resolution, Process Improvement, Data Integrity

• Maintain and continuously enhance CIO models, including performance attribution and Strategic Asset Allocation (SAA).
• Collaborate with portfolio managers to address SAA-related requests and ensure timely model updates.
• Conduct ad hoc analyses to support strategic investment decisions.
• Develop deep expertise in Pru’s portfolio management system to serve as the primary resource for portfolio managers.
• Respond to system-related inquiries and provide hands-on support for portfolio management operations.
• Improve the efficiency of existing legacy processes through automation and optimization.
• Implement deep learning models to support accurate and scalable liability valuation.
• Translate research insights into production-level tools and workflows for ongoing use.
• Design and build self-service business intelligence tools to empower portfolio managers with real-time data access.
• Offer mentorship and structured training to junior staff to enhance team capability.

Skills: Model Maintenance, SAA Support, Investment Analysis, System Expertise, Operational Support, Process Automation, Deep Learning, BI Development

• Conduct extensive research into specific markets and industries and their respective market drivers.
• Develop an investment thesis in conjunction with the investment team.
• Research and identify specific companies that fit within the investment criteria.
• Perform fundamental quantitative and qualitative analysis on companies.
• Perform and project manage due diligence on prospective investments.
• Support the preparation of data-driven investment recommendations and present findings to the investment committee.
• Support the structuring and execution of investment transactions.
• Support the ongoing monitoring, analysis, and reporting of investments and the aggregate portfolio.

Skills: Market Research, Thesis Development, Target Sourcing, Company Analysis, Due Diligence, Investment Recommendations, Deal Execution, Portfolio Monitoring

• Analyze new investment opportunities in the tech industry sectors.
• Provide quality input and feedback on new deal opportunities to senior team members and participate in investment committee meetings.
• Perform miscellaneous research and due diligence.
• Execute acquisitions across North America with a team of investment professionals.
• Support due diligence processes on transactions, including managing external providers.
• Draft significant portions of investment committee communications and memos.
• Support the selection of lenders and the financing process.
• Assist in the development and execution of portfolio company investments and ultimately the exit strategies.
• Monitor portfolio company investments and report on a quarterly basis for investor reporting.
• Keep company records up to date.
• Support the CFO and CEO, especially in the context of refinancing, restructuring, or add-on acquisitions.
• Build relationships and work with portfolio company management to monitor performance, develop, and execute growth strategies during the firm’s hold period.

Skills: Tech Deal Analysis, Investment Input, Research & Diligence, Acquisition Execution, Provider Management, IC Communication, Financing Support, Portfolio Management

• Engage in tailored sales conversations to generate new funding opportunities from high-value, high-growth businesses.
• Identify potential clients with significant funding potential and align proposals to their specific needs.
• Collaborate closely with the Commercial Product Director and Head of Business Development to drive large-ticket funding deals.
• Proactively reach out to target businesses and guide them through the funding process from initial contact to closure.
• Maintain strong, ongoing relationships with funded businesses to support long-term collaboration.
• Ensure client satisfaction and identify opportunities for repeat or expanded funding engagements.
• Meet or exceed key sales performance indicators, including deal volume and total funding secured.
• Manage a structured pipeline of leads to ensure consistent deal flow and revenue growth.
• Prioritize tasks effectively to maximize productivity and response time.

Skills: Sales Engagement, Client Targeting, Deal Collaboration, Outreach Management, Relationship Building, Client Satisfaction, KPI Achievement, Pipeline Management

• Collect and analyze company data and operational information to support business evaluations.
• Gather key performance indicators and financial details to assess the company's health and potential.
• Evaluate market data to identify trends and opportunities within target industries.
• Develop financial models to analyze company performance and determine accurate valuations.
• Interpret modeling results to support investment decisions and strategic recommendations.
• Prepare comprehensive materials outlining M&A opportunities and business strategies for clients.
• Present findings and insights clearly to clients and senior management.
• Participate actively in executing major M&A transactions across the Asia Pacific region.
• Contribute to all stages of deal execution, ensuring accuracy, timeliness, and strategic alignment.

Skills: Data Analysis, KPI Assessment, Market Evaluation, Financial Modeling, Valuation Support, M&A Materials, Insight Presentation, Deal Execution

• Participate actively in every stage of the deal lifecycle with a primary focus on fund investments and co-investments.
• Support the execution of detailed due diligence workstreams for investments in top-tier infrastructure funds.
• Analyze high-profile co-investment opportunities across various infrastructure sectors.
• Evaluate opportunities in renewable energy, telecommunications, digital infrastructure, transport, utilities, and social infrastructure.
• Collaborate with internal stakeholders to ensure alignment on investment objectives and strategies.
• Build and maintain relationships with investors, general partners, and external advisors to strengthen deal flow and insights.
• Monitor the performance of existing fund portfolio investments on an ongoing basis.
• Compile data and prepare regular performance updates for the investor base.
• Draft comprehensive due diligence summaries outlining key findings and recommendations.
• Assist in preparing high-quality documentation to support investment proposals.
• Present due diligence outcomes and investment recommendations during committee meetings.

Skills: Deal Lifecycle, Due Diligence, Co-Investment Analysis, Sector Evaluation, Stakeholder Alignment, Relationship Management, Portfolio Monitoring, Investment Documentation

• Conduct comprehensive research and analysis of clients’ financial positions and market environments.
• Evaluate industry trends and assess mergers and acquisition opportunities to identify strategic fits.
• Develop detailed valuation models for both private and public companies, as well as potential merged entities.
• Apply financial modeling techniques to estimate transaction impacts and support decision-making.
• Assist in client negotiations by providing analytical insights and relevant documentation.
• Prepare professional external proposals and internal underwriting memoranda for review.
• Contribute to the creation and delivery of client presentations that highlight key financial insights.
• Collaborate effectively with internal teams to leverage the organization’s full range of products and services.
• Build strong working relationships across departments to enhance deal execution.
• Coordinate efforts with multiple product and industry groups to ensure comprehensive client coverage.
• Engage with global teams to support cross-border projects and expand market exposure.

Skills: Financial Research, M&A Evaluation, Valuation Modeling, Transaction Analysis, Negotiation Support, Proposal Preparation, Client Presentation, Cross-Functional Coordination

• Assist in origination activities, including market research, organizing and attending meetings, and tracking potential investment opportunities.
• Evaluate new investment opportunities, assessing returns in the context of identified risks, mitigation strategies, and other influencing factors.
• Analyze, own, and maintain complex financial models.
• Conduct financial, legal, and technical due diligence on new investment opportunities, coordinating with specialist external advisors.
• Prepare and present investment papers detailing new opportunities to the investment committee.
• Assist in preparing transaction contracts, including reviewing and supporting negotiations of contractual terms.
• Arrange project financing, managing relationships with lenders and their advisors.
• Oversee interactions with professional advisors, including legal and technical specialists.

Skills: Origination Support, Opportunity Evaluation, Financial Modeling, Due Diligence, Investment Papers, Contract Support, Project Financing, Advisor Coordination

• Provide analytical and middle office support in the timely and accurate completion of assigned duties.
• Support investment traders and portfolio managers in the day-to-day trading and management of managed accounts.
• Provide analytic and administrative support for the Investment Center of Excellence for CIBC Private Wealth Management.
• Provide administrative and analytical support for the Head of Equities.
• Retrieve economic and company-specific data as inputs for quantitative and qualitative modeling.
• Assist in creating and updating marketing materials.
• Draft client communications, specifically content for presentations.
• Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into daily activities.
• Contribute to a strong organizational culture through positive, collaborative behaviors that result in client and employee engagement.

Skills: Analytical Support, Trading Assistance, Data Retrieval, Marketing Materials, Client Communications, Compliance Awareness, Middle Office Support, Team Collaboration

• Create discounted cash flow models used to analyze returns for potential acquisitions.
• Build proforma models for potential build-to-suit or speculative development projects.
• Work directly with Investment Officers to prepare investment memos for senior management and the Investment Committee.
• Interact with brokers and principals and assist Investment Officers in sourcing investment opportunities, collecting market data, and conducting deal negotiations.
• Inspect physical assets and assess condition, location, market opportunities, and appropriate underwriting and due diligence parameters.
• Compile and maintain a sales comp database for East Region markets.
• Prepare and maintain base case proforma models for the existing land bank.
• Maintain and monitor the regional deployment pipeline in Salesforce to ensure accuracy.
• Develop key longstanding relationships with third parties, including brokers, architects, contractors, and engineers.

Skills: DCF Modeling, Proforma Modeling, Investment Memos, Deal Sourcing, Asset Inspection, Sales Comp Database, Pipeline Management, Relationship Building

• Assist in monitoring existing managers of the public and private investment portfolios.
• Gather data for reports and prepare materials for the routine review of asset class-level performance.
• Provide support to the team and assist in the screening and due diligence process for new managers.
• Assist with documenting the manager's due diligence process.
• Assist in developing and maintaining asset class models and databases.
• Participate in investment research projects ranging from asset allocation to security-level review.
• Assist in preparing materials for quarterly board meetings.
• Provide administrative support to the investment team, including scanning, filing, meeting preparation, copying documents, creating PowerPoint presentations, and performing other assigned tasks.

Skills: Manager Monitoring, Performance Reporting, Manager Screening, Due Diligence, Asset Modeling, Investment Research, Board Materials, Admin Support

• Conduct comprehensive due diligence, including the evaluation of entitlements, environmental concerns, and project feasibility.
• Analyze construction budgets, schedules, and related financial projections to assess investment viability.
• Review appraisal reports, market studies, and feasibility analyses to ensure data accuracy and reliability.
• Develop detailed cash flow models to forecast project returns and assess capital requirements.
• Perform valuation analyses to determine fair market value and investment potential.
• Assist in crafting and documenting the transaction rationale and overall investment strategy.
• Prepare investment memoranda and presentation materials for internal and external stakeholders.
• Contribute to investor presentations by summarizing key findings and financial insights.
• Perform competitive market analyses to identify trends and assess potential risks.
• Conduct demographic research to understand demand drivers and real estate growth patterns.
• Review a wide range of transaction and capital agreements, ensuring all terms align with investment goals.
• Evaluate documents such as purchase and sale agreements, joint venture contracts, and loan arrangements.
• Coordinate with legal counsel, appraisers, auditors, and consultants throughout the transaction process.
• Facilitate pre- and post-closing activities to ensure seamless execution and compliance with all requirements.

Skills: Due Diligence, Budget Analysis, Valuation Modeling, Cash Flow Modeling, Investment Strategy, Memo Preparation, Market Research, Transaction Coordination

• Assist deal teams in evaluating new investment opportunities through detailed industry research.
• Conduct competitive analyses to identify key players and market trends influencing potential deals.
• Analyze market dynamics to understand growth drivers and emerging business models.
• Develop comprehensive financial models to assess innovative and unconventional product strategies.
• Perform valuation analyses to determine expected returns and risk-adjusted outcomes.
• Prepare clear and compelling presentations for senior management on prospective investments.
• Highlight team expertise, valuation insights, synergies, and risk factors in each presentation.
• Support ongoing portfolio management by tracking existing positions and evaluating performance.
• Conduct sell-hold analyses to guide strategic portfolio decisions.
• Ensure full compliance with all relevant laws, regulations, company policies, and industry standards.

Skills: Industry Research, Competitive Analysis, Market Dynamics, Financial Modeling, Valuation Analysis, Investment Presentations, Portfolio Management, Compliance Support

• Prepare, proof, and coordinate presentation materials for existing and prospective clients.
• Monitor and take ownership of all compliance-related duties and follow-up procedures, including consulting with PMs on deficiencies and communicating with clients to eliminate exceptions.
• Ensure records are complete for compliance purposes and provide equity and fixed income research needed for discussions with clients regarding investment decisions and transactions in their accounts.
• Monitor daily all current and outstanding capital structure offers and ensure that capital structure decision deadlines are met.
• Communicate information on current offers, relevant research recommendations, and any other related information to PMs.
• Monitor PMs’ desks in their absence and distribute investment research and portfolio construction information.
• Read, understand, and abide by the PM Guidelines.
• Work diligently to mitigate losses due to error and remain mindful of possible contingencies.

Skills: Presentation Materials, Compliance Management, Research Support, Offer Monitoring, PM Communication, Desk Coverage, Guideline Adherence, Risk Mitigation

• Support the investments team in new business origination, deal execution, and portfolio management, demonstrating analytical rigor and sound commercial judgment.
• Identify mission-aligned investment opportunities and develop a solid strategy with actionable steps to execute and close deals, leading the team in managing the pipeline of investable opportunities.
• Create a client retention and engagement plan to foster long-term relationships and encourage repeat investments.
• Drive product delivery with a focus on solar energy, transportation electrification, building energy efficiency, and stormwater abatement as the primary project investment areas.
• Stay informed on sustainability trends, financing products, and legislation that directly affect the organization, its stakeholders, and constituents, and keep clients and the client pipeline apprised of current trends and organizational updates.
• Identify potential structures and financing opportunities for new sectors of the clean economy that align with the organization’s mission.
• Collaborate in developing requests for proposal (RFPs) to drive potential financing opportunities.
• Represent the organization at events and outreach opportunities.
• Uphold and regularly enact the organization’s commitment to diversity, equity, and inclusion.

Skills: Origination Support, Pipeline Management, Client Engagement, Clean Energy Focus, Sustainability Knowledge, Financing Strategy, RFP Development, DEI Commitment

• Identify new business opportunities to gather additional assets and increase revenue.
• Have targeted revenue levels for a segment of the book.
• Utilize an in-depth knowledge of products and services to identify new opportunities within the existing client base.
• Ensure the suitability of client recommendations and align them with clients’ financial goals, objectives, and risk levels.
• Maintain a strong understanding of client profiles and ensure the Advisor’s investment strategy aligns with client objectives.
• Manage the execution of transactions on behalf of the Advisor.
• Ensure non-solicited trades meet the client’s risk tolerance.
• Ensure a high level of client service by preparing, analyzing, and presenting reports and recommendations to clients.
• Develop financial plans independently or with the Advisor.
• Work with the Advisor to develop and distribute client communication and marketing materials.
• Provide recommendations to the Advisor for improving team business processes.
• Work closely with the Team of Experts.

Skills: Business Development, Revenue Growth, Product Knowledge, Client Suitability, Client Profiling, Trade Execution, Client Reporting, Financial Planning

• Coordinate and execute on business development by assisting the Advisor in developing, preparing, and presenting the annual business plan.
• Manage marketing programs, including development, approvals, and implementation.
• Prospect and follow up on leads.
• Develop content and maintain the Advisor website.
• Contribute to the effective functioning of the branch team by acting as a leader to other assistants and providing direction and coaching.
• Regularly review practices to ensure administrative processes are streamlined and tasks are logged for tracking purposes.
• Build effective working relationships across the team and with various business lines and corporate function contacts.
• Maintain a high level of customer service.
• Facilitate a culture of open and honest communication.
• Actively participate and contribute to touch bases and team meetings.
• Encourage the generation of new ideas and approaches.
• Actively share knowledge and experience to enhance the development of all team members.
• Develop and execute a meaningful employee development plan.

Skills: Business Planning, Marketing Management, Lead Prospecting, Website Content, Team Leadership, Process Improvement, Relationship Building, Customer Service

• Closely monitor asset allocation, available cash, upcoming maturities, expected dividends and interest, realized and unrealized capital gains, and recent trading activity to ensure portfolios are appropriately invested and aligned with client guidelines.
• Suggest and execute trades to implement portfolio changes.
• Create and review materials for client meetings and attend client meetings.
• Analyze portfolio holdings and daily transaction data to generate management reports and audit data.
• Evaluate office workflows and procedures and identify opportunities for improvement.
• Conduct investment research under the direction of the Portfolio Manager, including analysis of individual securities, asset classes, and economic data.
• Answer phone and email inquiries from clients and provide basic portfolio updates.
• Assist in developing presentations, strategies, and rapport with current and prospective clients.
• Handle various portfolio administrative functions, including reviewing client billing, confirming security cost basis, ensuring funds are available for client distributions, determining instruments to sell to raise cash, and selecting suitable securities to satisfy in-kind charitable giving requests.

Skills: Portfolio Monitoring, Trade Execution, Client Materials, Data Reporting, Workflow Improvement, Investment Research, Client Support, Portfolio Administration

• Provide daily administrative support for one or more assigned Financial Consultants and process all incoming business with follow-up to the Financial Consultant, dealer, or client.
• Process trade orders and execute client trade requests.
• Provide direct support to Financial Consultants by responding to client inquiries, processing new accounts, obtaining necessary account documents, resolving inquiries, and processing account transfers.
• Process orders for existing clients and answer questions regarding Synovus’ products and services.
• Perform all clerical and administrative tasks, including the preparation and processing of correspondence and communications.
• Prepare various reports and handle daily filing of client information.
• Communicate daily with clients by providing trade settlement information, coordinating the payment and delivery of funds, and responding to portfolio and other requests.
• Schedule all appointments and prepare materials for client meetings and seminars.
• Create reports for Financial Consultants regarding market conditions, sales results, and team earnings.
• Organize and update product information.
• Be aware of risks within the functional area by observing all policies, procedures, laws, regulations, and risk limits specific to the role.
• Raise and report known or suspected violations to the appropriate Company authority on time.

Skills: Administrative Support, Trade Processing, Client Service, Account Management, Report Preparation, Communication Support, Meeting Coordination, Risk Awareness

• Provide a high level of support, including client market and price updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, and executive financial services requests.
• Take market orders, provide timely execution, and follow up.
• Build and maintain relationships with the client base, and be familiar with target clients for various investment products and offerings.
• Manage high call volume, screen and prioritize phone calls, and take initiative with client inquiries.
• Liaise with private banking partners, including bankers, relationship officers, and product specialists.
• Create proposals and client presentation materials, and attend client meetings, audit sales calls, investment reviews, and assist with client and banker follow-ups.
• Support senior members of the investment team in delivering investment solutions to clients.
• Monitor and guide the markets to internal and external clients, incorporating the views of the investment committee.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding clients and assets by driving compliance with applicable laws, rules, and regulations.
• Adhere to policy, apply sound ethical judgment in behavior and business practices, and ensure transparency in escalating, managing, and reporting control issues.

Skills: Client Support, Trade Execution, Relationship Management, Call Management, Partner Liaison, Presentation Prep, Investment Solutions, Risk Compliance

• Perform various investment management functions on an ongoing basis, including monitoring, reporting, and proactive problem-solving of existing assets.
• Lead oversight, initiatives, and strategies by evaluating, researching, and analyzing assets for optimal execution and overall investment performance.
• Maintain and manage relationships between operating partners, operations, and capital projects to ensure seamless communication and execution of asset business plans.
• Develop market and asset reviews to evaluate operational performance and financial results, identify issues or challenges that threaten performance, and present strategies for enhancing value and improving financial returns.
• Manage and ensure compliance with debt and equity providers, develop reports for the investment committee, monitor investment performance and forecasts, and recommend methods to optimize returns at the asset level.
• Measure, evaluate, and report on asset performance against budget and investment proforma, manage and monitor cash flow, and provide strategic recommendations on asset capitalization.
• Review market, economic, and capital trends impacting asset performance, prepare and deliver presentations and updates to the investment committee, and contribute to formulating long-term disposition and exit strategies.
• Assist in the internal valuation process and collaborate with portfolio management on quarterly valuations.
• Assist with the review and due diligence of potential investments and develop documentation and recommendations on key findings that may impact returns and financial performance.
• Assist in preparing new investment memos, financing or disposition recommendations, and updates on existing investment status.
• Establish and maintain productive relationships with operating partners, lenders, and other stakeholders, ensuring effective communication regarding ongoing investment transactions.

Skills: Asset Monitoring, Performance Analysis, Partner Coordination, Market Reviews, Compliance Management, Cash Flow Oversight, Valuation Support, Investment Documentation

• Assist the Portfolio Manager with managing investment portfolios for institutional clients to achieve client objectives.
• Assist the Portfolio Manager in developing and evaluating appropriate long-term investment strategies for their clients.
• Prepare information packages to allow the Portfolio Manager to lead meetings with clients to assess portfolio performance, strategy, and outlook.
• Specialized addenda and report sections will be crafted to respond to unique client inquiries and requests.
• Support the Portfolio Manager in all aspects of compliance and regulatory requirements.
• Assist the Portfolio Manager with client relationship management responsibilities by handling routine client inquiries and requests.
• Help improve overall client satisfaction by facilitating efforts of the service team, coordinating resources to ensure timely delivery and issue resolution, and effectively communicating client needs and concerns to other partners.
• Cultivate strong working relationships with client contacts.
• Demonstrate the ability to add value by anticipating possible solutions and partnering with the client to implement them.
• Support sales and marketing efforts.
• Analyze and assist in the preparation of sales materials for new business presentations and requests for proposals.
• Work closely with internal partners to assist the Portfolio Manager in making investment decisions and responding to client needs and requests.
• Complete special investment projects assigned by Portfolio Managers to assist the practice in analyzing investment products, service alternatives, and financial trends.

Skills: Portfolio Management, Strategy Development, Client Materials, Compliance Support, Client Service, Relationship Building, Sales Support, Investment Analysis

• Closely support the senior consultant to develop research methodologies such as hypotheses, scopes, research questions, and research objectives specific to certain geographies, industries, and companies.
• Collect market intelligence through desktop research and targeted interviews, including outbound calls to industry experts, corporate executives, and relevant institutions.
• Provide thoughtful analysis that connects the dots by employing qualitative and quantitative techniques such as statistical and regression analysis, market sizing, growth projections, SWOT, and competitive analysis.
• Develop marketing memoranda, including teasers and investor presentations based on research findings and company briefs.
• Analyze and assess financial performance and identify hidden key competencies of businesses.
• Build models to depict projected financial results, value companies, and develop relevant business cases and financial models for potential strategic partnerships such as M&A, joint ventures, franchises, and contract manufacturing.
• Assist in drafting tailored reports for clients, including comprehensive industry or company overviews and market expansion strategies.
• Assist in providing scouting lists and identifying potentially interested investors, potential portfolio companies, and merger and acquisition opportunities.
• Pitch projects to institutions and strategic investors to attract interest in the proposed investment opportunities.
• Control project progress, coordinate touchpoints, assist in negotiations, and facilitate project transactions.
• Assist in providing input useful for the development of strategic recommendations for clients.
• Assist in the post-investment management of completed projects.

Skills: Research Methodology, Market Intelligence, Data Analysis, Marketing Materials, Financial Assessment, Financial Modeling, Strategic Reporting, Deal Coordination

• Develop market knowledge and identify potential acquisitions of individual assets or groups.
• Interpret financial reports and create financial models to build an investment case.
• Manage transactions through interaction with the Group Heads of M&A, Legal, and Tax to ensure deals are managed efficiently.
• Manage the approach to acquisition by identifying targets and liaising directly with business or school owners.
• Identify schools’ attributes and owners and conduct initial diligence.
• Engage with prospective schools and create a setting for a successful approach.
• Develop relationships with key stakeholders, both internal and external.
• Collaborate with and support Investment Directors by creating schedules of meetings with relevant stakeholders and helping with the preparation for these meetings.
• Maintain the proprietary database of schools to ensure seamless cross-team working.
• Write investment reports for the Executive Team and Board.
• Write and update market macro-research and mapping reports.
• Collaborate with advisors on demographic and socio-economic analysis.
• Support the team with necessary research and data that informs the decision-making process throughout the transaction, with input to investment reports, risk and regulation reports, and other ad-hoc requirements.
• Draft reports on specific topics and geographies based on own research using a clear referencing system.
• Accountable for financial modelling to support new build projects and acquisitions.

Skills: Market Knowledge, Financial Modeling, Transaction Management, Target Engagement, Initial Diligence, Stakeholder Relations, Reporting Support, Research Analysis

• Experience in an acquisitions or investment sales role in commercial real estate.
• Experience in office and industrial real estate, preferably with lab experience.
• Advanced proficiency in Excel, Argus, and Word.
• Ability to perform complex financial analyses, including development of cash flow projections, operating pro formas, and valuation models utilizing Argus and Excel.
• Strong financial and analytical ability.
• Solid organizational skills, ability to multitask, and attention to detail.
• Highly developed verbal and written communication skills, including business writing experience.
• Ability to work independently and as part of a team.
• Strong work ethic, integrity, and drive. 
• Must possess an enthusiastic attitude.

Qualifications: BS in Finance with 3 years of Experience

• Experience in a brokerage or financial services support role.
• FINRA Series 7 & 63, preferably 65 or 66, and a state life and health insurance license.
• Working knowledge of investment products.
• Demonstrated excellent organizational skills and a strong attention to detail.
• Strong written and verbal communication skills.
• Excellent computer skills, such as Word, Excel, PowerPoint, email, and internet savvy.
• Ability to quickly gain a broad knowledge of clients and their needs.
• Demonstrated ability to develop trusted advisor relationships.
• Strong customer service and analytical skills.
• Ability to work as a team member.
• A growth mindset that focuses on continuous improvement, innovation, and delivering measurable results.

Qualifications: BS in Accounting with 2 years of Experience

• Work experience in the tech startup investment ecosystem.
• Experience at incubators, accelerators, and/or open innovation platforms with direct experience in managing communication and partner relationships.
• Understanding of recent trends in games, linear/interactive media, and deep tech such as AI, Cloud, Web3.
• Deep understanding of startup funding structures, including pre-seed, seed, and Series A rounds.
• Familiarity with innovation frameworks such as lean startup methodology and product-market fit analysis.
• Ability to evaluate early-stage startups through due diligence, pitch assessments, and founder interviews.
• Ability to organize demo days, pitch sessions, and investor networking events to foster ecosystem engagement.
• Ability to support portfolio companies with go-to-market strategy, fundraising preparation, and scaling initiatives.
• Strategic thinking to identify market gaps and align partnerships with investment goals.
• Strong written and verbal communication skills with the ability to communicate complex information in a concise and digestible manner.
• Ability to work independently, but also as a team player.

Qualifications: BA in Economics with 5 years of Experience

• Work experience with a financial institution, with a CPA and/or CFA.
• Prior lending and/or healthcare experience.
• Familiarity with healthcare industry dynamics, including payer-provider relationships and capital expenditure cycles.
• Knowledge of credit analysis methodologies, loan structuring, and collateral valuation principles.
• Experience conducting credit risk assessments and cash flow analyses to support loan underwriting and investment decisions.
• Experience in structuring and negotiating financing terms, covenants, and documentation with borrowers and legal teams.
• Strong analytical, technical, and documentation skills.
• Excellent organization skills with a detail-oriented approach.
• Proficient in Microsoft Excel, Word, and PowerPoint.
• Ability to interact effectively with clients, third-party intermediaries, and internal colleagues.
• Ability to identify opportunities, define issues, and develop strategies and recommendations.
• Ability to work on a team as well as independently.
• Ability to multitask and be deadline-driven.

Qualifications: BS in Business Administration with 4 years of Experience

• Experience in commercial real estate development and/or acquisitions underwriting, preferably in hospitality, multi-family, or student housing.
• Working knowledge of complex capital stack methodologies, public financing, PACE, and traditional construction and stabilization debt.
• Experience with and responsibility for the achievement of investment results based on underwriting parameters and operational performance.
• Demonstrated excellence in underwriting various commercial real estate developments and acquisitions, preferably with a focus on hospitality, multi-family, student housing, and/or mixed-use projects.
• Proven skills in financial modeling and quantitative analysis, with the ability to think futuristically and define investment thesis and market differentiators.
• Demonstrated ability to lead and inspire others toward excellence and continuous improvement.
• Ability to clearly communicate, build rapport, and network internally and externally.
• Team-oriented with an ability to coach and lead others toward greater results and success.
• Highly organized and detail-oriented with an innate desire to ask the "what-if" questions to provide innovative solutions and strategies.
• Ability to quickly learn and retain significant data points, operational parameters, and market data to inform underwriting and decision-making.
• Strong sense of urgency and diligence in project and time management for the achievement of timelines.
• Ability to clearly communicate complex ideas and solutions to internal and external clients and partners.
• Highly skilled in Excel modeling, financial template creation, and data sourcing.
• Demonstrated ability to handle multiple projects and deadlines concurrently.

Qualifications: BS in Statistics with 7 years of Experience

• Investments work-related experience.
• Experience building a sourcing network for new investment opportunities.
• Prior experience conducting investment due diligence on direct investments, co-investments, and investment funds.
• Deep understanding of portfolio diversification strategies and risk-adjusted return optimization.
• Familiarity with fund structures, limited partnership agreements, and performance fee calculations.
• Ability to synthesize information from various sources and critically evaluate alternative approaches.
• Ability to prepare well-written, well-organized material and present recommendations clearly and concisely.
• Capable of conducting thorough investment analysis, including appropriate modeling and identifying the merits and risks of investment opportunities.
• Able to consider future scenarios, opportunities, and risks by thoroughly evaluating variables and assessing their impact on the investment portfolio.
• Capable of fully understanding a problem and offering potential solutions.
• Capable of integrating complex information and concepts and synthesizing efforts into a systematic framework.
• Ability to take courageous, decisive action and make timely and independent decisions that are in the best interests of the organization.

Qualifications: BA in Mathematics with 6 years of Experience

• Commercial real estate or financial analysis experience.
• Strong financial modeling skills, including understanding of structuring cash flow models, IRR analysis, discounted cash flows, valuations, and property-level cash analysis.
• Working knowledge of real estate accounting and financial statement analysis.
• Base understanding of the real estate industry with a demonstrated interest in a career in real estate investment and/or asset management.
• Ability to conduct market research and rent comparables analysis to evaluate investment opportunities and property performance.
• Skilled in preparing investment committee materials, including deal summaries and valuation presentations.
• Ability to support acquisition and disposition processes through financial due diligence, underwriting, and scenario analysis.
• Exceptional analytical, writing, and research skills, and a high level of attention to detail and accuracy.
• Highly organized, able to prioritize multiple concurrent projects, and able to independently identify and solve key business problems.
• Self-motivated, resourceful, and proactive, both with respect to managing workload and professional development.
• Proactive interpersonal skills (motivate team members or buyers/sellers positively).
• Must have strong proficiency in Excel, Word, and PowerPoint.

Qualifications: BS in Financial Engineering with 3 years of Experience

• Strong interest in the legal side of investment transactions, with experience in a legal context.
• Experience from working in a multi-national and multi-cultural environment.
• Previous experience and a relevant network in the urban mobility industry.
• Understanding of fund governance documents and venture capital investing, and reporting.
• Ability to support cross-border investment transactions, coordinating with legal, financial, and compliance teams to ensure deal integrity.
• Strong written and analytical skills for deal analysis and internal reporting.
• A rigorous, process-driven work style backed by an ability to communicate effectively.
• Ability to work and prioritize independently, with relentless attention to detail.
• Ability to identify opportunities to improve investment processes and strategies with technology solutions.
• Ability to identify development needs to improve and streamline operations.

Qualifications: BA in International Business with 2 years of Experience

• Experience in investment banking, private investment, development finance, strategic consulting, or a related field.
• Solid knowledge of the private investment process and the skills necessary to support investments and portfolio management.
• Experience in transactions in sectors promoting climate resilience and adaptation.
• Top-tier analytic, strategic thinking, and project management skills, including financial modelling, writing, and presentations.
• Professional experience working in the developing world (including South-East Asia and also South Asia, Sub-Saharan Africa, or Latin America).
• Demonstrated commitment to or interest in international development and social innovation.
• Commitment to evidence-based decision-making and social impact evaluation.
• Comfort with ambiguity and proven experience thriving in uncharted waters.
• High energy and an entrepreneurial mindset.
• Self-motivated and excited by high-growth environments.
• Passion, humility, integrity, team player, proven self-direction, and a spirited sense of humour.

Qualifications: BS in Investment Management with 5 years of Experience

• Experience in communications, finance, or investment analysis, ideally within agriculture or a related industry.
• Experience building and analyzing financial models and returns
• Experience with project development and client/contract management.
• Background in or prior exposure to agriculture.
• Understanding of agricultural value chains, from production and processing to logistics and export markets.
• Knowledge of sustainability metrics and ESG principles in agricultural investment.
• Strong verbal and written communication skills.
• Ability to communicate professionally and empathetically with operators and industry partners.
• Ability to manage communication and deal tracking across multiple active contacts and opportunities.
• Ability to learn valuation analysis to identify the relative attractiveness of a given opportunity.
• Ability to conduct primary and secondary research to quickly identify the key factors for an investment opportunity.
• Ability to clearly and concisely convey, both orally and in writing, findings of fundamental analysis.

Qualifications: BS in Quantitative Finance with 4 years of Experience

• Keen interest in the international Renewables sector.
• Prior experience in a transaction role, from an investment bank, project finance lender, a fund manager, industrial, or in a corporate finance team at one of the Big 4 accountants.
• Prior experience in the Renewables/Infrastructure/Energy sector.
• Strong analytical and Excel financial modelling skills, including VBA.
• Strong understanding of financial valuation theories, coupled with core accounting and tax skills, and an ability to read financial statements confidently.
• Professional financial qualifications (accountancy, CFA/CA).
• Exceptional project management and organisational skills with evidence of managing complex workloads in a fast-paced environment.
• Ability to understand risks, reach a balanced appraisal of probability and severity, and build workable risk mitigation strategies.
• Strong commercial mindset, able to understand the impact of commercial positions on potential investments and the potential to own increasing degrees of decision-making over time.
• Ability to focus on the ultimate customer in all aspects of the role.
• Excellent communication and presentation skills, with advanced knowledge of PowerPoint.
• A self-starter with tenacity, initiative, and a willingness to commit to deliver.
• A strong team player with the confidence to exercise judgement appropriately, challenge, and coordinate with colleagues at all levels of seniority.

Qualifications: BS in Actuarial Science with 6 years of Experience

• Prior experience in Investment or Private Wealth industries.
• Understanding of asset classes, including equities, fixed income, and alternative investments within diversified portfolios.
• Familiarity with portfolio construction principles, benchmark comparison, and performance measurement metrics.
• Able to support financial advisors and portfolio managers in creating customized investment strategies aligned with client goals and risk tolerance.
• Skill in conducting portfolio reviews and performance attribution analysis to identify optimization opportunities.
• Experience in preparing investment proposals, quarterly reports, and client presentation materials.
• Knowledge of analytical software such as FactSet, Bloomberg, or similar tools.
• Fluency in Microsoft Office applications.
• Strong analytical, quantitative, and problem-solving skills, including experience in identifying and quantifying problems and providing effective resolutions.
• Ability to manage multiple tasks and projects within specified time horizons, and strong attention to detail.
• Ability to manage a large volume of data from multiple sources and varying formats.
• Excellent verbal and written communication skills with the ability to convey information to internal partners in a clear, focused, and concise manner.

Qualifications: BA in Political Economy with 3 years of Experience

• Previous experience in consulting or investment banking.
• Ability to dig through data, draw conclusions, and make recommendations.
• High level of organisation, and impeccable attention to detail.
• Ability to handle tight deadlines and prioritise work effectively.
• Highly analytical self-starter who can manage multiple projects and figure out complex problems with little oversight.
• Positive attitude, reliable, transparent, and enjoy working with different types of people.
• Highly proficient in Excel and PowerPoint (or Google equivalents).
• Good understanding of M&A, company valuations, financial models, and financial statements.
• Good English written and verbal communication skills.
• Strong relationship management and client service orientation for building trust and long-term partnerships.

Qualifications: BA in Banking and Finance with 2 years of Experience

• Experience at a top-tier financial institution (venture capital, private equity, corporate or investment banking, hedge fund).
• Experience in a client-facing role, such as sales, origination, or relationship management.
• Demonstrable experience originating and closing transactions.
• Experience in and understanding of the growth-stage tech landscape.
• Experience in and understanding of deal flow activity in credit/debt funds.
• Ability to understand financial statements (P&L, Cash Flow, Balance Sheet).
• Deep understanding of venture debt structures, capital stack dynamics, and credit risk assessment methodologies.
• Familiarity with the technology investment landscape, including SaaS, AI, and digital infrastructure business models.
• Knowledge of key lending metrics such as debt service coverage ratio (DSCR), loan-to-value (LTV), and interest coverage ratio (ICR).
• Strong negotiation and relationship-building abilities.
• Commercial acumen and foresight in identifying emerging market opportunities and structuring creative deal solutions.
• Drive, ambition, and an ability to perform in a fast-paced, results-driven environment.

Qualifications: BA in Risk Management with 7 years of Experience

• Experience in top-tier financial institutions.
• Strong quantitative background to support data-informed decision making.
• Experience in private equity or investment management.
• Consultancy background.
• Strong passion and knowledge in crypto.
• Understanding of blockchain infrastructure, tokenomics, and decentralized application (dApp) ecosystems.
• Familiarity with valuation methods for digital assets and venture-backed crypto startups.
• Knowledge of global financial regulations related to digital assets, KYC/AML, and securities compliance.
• Innovative mindset with the ability to bridge traditional finance insights and emerging blockchain technologies.
• Analytical curiosity and intellectual agility.
• Strong collaboration and influence skills.

Qualifications: BS in Portfolio Management with 4 years of Experience

• Equity investment experience in an investment bank or PE firm.
• Experience in the FinTech, TMT, or Consumer sector.
• Understanding of equity valuation models such as DCF, comparables, and precedent transaction analysis.
• Familiarity with market trends in digital transformation, e-commerce, and consumer behavior analytics.
• Knowledge of M&A and private equity transaction processes, including due diligence and deal structuring.
• Experience conducting industry mapping, valuation benchmarking, and competitive positioning analysis for high-growth equity investments.
• Ability to support deal origination through market intelligence, startup scouting, and investment pipeline management.
• Ability to develop investment memoranda, pitch books, and internal reports for investment committee presentations.
• Strong research skills, quantitative and analytical acumen.
• Strong business storytelling skills to translate financial analysis into compelling investment narratives.
• High level of motivation and energy.
• Passion for excellence, result-driven, and work well under pressure.

Qualifications: BA in Public Finance with 5 years of Experience

• Proven credit experience (involving financial institutions analysis) with formal credit training within a rating agency, bank, funds, or similar institution.
• Experience with emerging market banks.
• Relevant experience in conducting sovereign and/or banking industry country risk analysis in EM.
• Obtained or studying toward CFA, CITF, CDCS, or ACA.
• Relevant experience with Trade Finance.
• Relevant experience within African and/or Asian markets.
• Understanding of development impact.
• Good credit analysis skills and the ability to analyse FI financial statements and make commercial assessments.
• Good risk analysis skills with the ability to analyse and monitor key risks such as macro risk, sector risk, country/sovereign risk, including political risk.
• Analytical and research skills (including the ability to analyse FI reports, sector data, economics, and relevant political events).
• Strong financial modelling and Excel skills.
• Good business communication and presentation skills.
• Evidence of relationship building and ability to develop a network of relevant external contacts, as well as internally across different teams.
• An active interest in investing in developing countries and an understanding of emerging market environments.

Qualifications: BA in Applied Economics with 6 years of Experience

• Demonstrated track record of successfully working in a team-oriented environment.
• Solid grounding in financial concepts, corporate finance, and valuation.
• Thorough knowledge of due diligence and transactional processes.
• Self-motivated individual with a strong work ethic and a high level of attention to detail.
• Strong written and verbal communication skills.
• Ability to work well under pressure with multiple or competing deadlines.
• Demonstrated ability to develop working relationships with both internal and external clients.
• Strong project management skills.
• Possession of, or working towards, an LLB, CA, or CFA.
• Experience in a multi-sector real estate, private equity, or investment banking firm in an investment, valuation, and/or asset management capacity.
• Highly proficient in Microsoft Excel (financial modeling) and ARGUS valuation DCF software.

Qualifications: BA in Market Analysis with 3 years of Experience

• Relevant experience as an Analyst/Associate (real estate, investment banking, investment, development).
• Strong transactional experience, with exposure to European and/or UK commercial real estate.
• German or a Nordic language business proficiency.
• Top in their field analytical thinking, with the demonstrable ability to quickly see through complex and often conflicting facts to distil problems down to their essential, critical elements.
• An appreciation of the macro and microeconomic factors that affect real estate investments.
• A perfectionist’s eye for detail and the ability to deliver client-ready work the first time around.
• Exceptional technical skills.
• Strong analytical and quantitative skills, as demonstrated through excellence in academic qualifications.
• Excellent communication skills - both written and oral.
• Ability to work under tight deadlines independently.
• Ability to manage multiple workstreams/projects simultaneously.
• A genuine interest and passion for Real Estate and the desire to progress and grow within the company.

Qualifications: BS in Management Science with 2 years of Experience

• Passionate to learn while bringing a unique intelligence to the workplace.
• Work experience at/with a start-up.
• Relevant work experience in a VC fund in a similar role, ideally in agtech.
• Understanding of VC investments.
• Experience (and a passion for) analyzing in early-stage technology companies across Europe and the US.
• Demonstrable passion for early-stage investing and keenness to learn and explore new technologies.
• Excellent interpersonal skills.
• A team player who can work independently easily.
• An organized self-starter.
• Good at working to a high standard to deadlines.

Qualifications: BS in Data Analytics with 1 year of Experience

• Investment banking or lending experience.
• Strong accounting and financial modeling skills.
• Business acumen with a track record of evaluating lower middle market investment opportunities.
• Familiarity with private equity transaction processes, term sheets, and portfolio monitoring methods.
• Experience in evaluating and working with companies in the industrial, consumer, and/or business services sector.
• Can support the origination and evaluation of leveraged buyout (LBO), recapitalization, and growth financing opportunities in the lower middle market.
• Experience conducting detailed company due diligence, including management interviews, site visits, and market validation studies.
• Understanding of credit analysis, debt financing structures, and risk-adjusted return evaluation.
• High level of professionalism, maturity, and superior attention to detail.
• Solid work ethic and communication capabilities.
• Ability to work as a member of a small team handling a wide range of responsibilities.
• Excellent interpersonal skills, including the desire and ability to interact with general partners, clients, and external parties.

Qualifications: BS in Finance with 5 years of Experience

• Experience as a founder or operator at a high-growth startup or background in consulting, M&A, PE, or VC.
• Already interested and immersed in technology markets, understand trends quickly, and ready to deep dive into new verticals daily.
• Familiarity with venture capital investment cycles, portfolio management, and exit strategy planning.
• Awareness of emerging technologies such as AI, Web3, fintech, and their evolving market ecosystems.
• Ability to evaluate startup business models and go-to-market strategies to identify scalable investment opportunities.
• Can conduct competitive landscape analysis and industry benchmarking across multiple technology verticals.
• Ability to support post-investment value creation through growth planning, financial tracking, and strategic partnerships.
• Proactive with an ownership mindset.
• Comfortable interacting with people both online and offline, build relationships and trust quickly and effectively in complex situations.
• Highly analytical with a good grasp of financial models.
• Agility and intellectual curiosity to rapidly master new industries, technologies, and market dynamics.

Qualifications: BA in Economics with 4 years of Experience

• Investment experience with Private Equity-type funds or Fund-of-Funds.
• Experience with fund governance (LPACs).
• Work experience in (impact) investing/consulting in frontier/emerging markets.
• Understanding of fund structures, waterfall mechanisms, and capital call/distribution processes in private equity.
• Knowledge of macroeconomic and political risk factors influencing frontier and emerging market investments.
• Understanding of fund operations, including audit coordination, valuation policy, and governance best practices.
• Ability to conduct fund due diligence by analyzing track records, investment theses, and portfolio diversification strategies.
• Ability to assist in structuring limited partnership agreements and preparing materials for investment committees.
• Experience in monitoring ongoing fund performance through financial modeling, reporting analysis, and quarterly reviews.
• Awareness of co-investment strategies, blended finance structures, and development finance instruments.
• Fast learner, good multi-tasker, strong team player (work as part of a small, dedicated team).
• Comfortable in taking on new challenges while at the same time being hands-on regarding day-to-day tasks.
• Excellent writing, presentation, analytical, and organizational skills.

Qualifications: BS in Accounting with 6 years of Experience

• Work experience from the financial markets, such as investment banking or private equity, or management consulting.
• Experience in corporate finance and financial modelling.
• Genuine passion for and understanding of how sustainability is key in developing companies and societies.
• Experience from the infrastructure sector.
• Can conduct valuation and feasibility assessments for infrastructure projects, including renewable energy, transport, and digital assets.
• Ability to support transaction execution by preparing financial models, investment memos, and sensitivity analyses for equity and debt financing.
• Experience engaging with public and private sector stakeholders to evaluate policy, regulatory, and ESG factors influencing project returns.
• Team player with strong drive, entrepreneurial spirit, and proactiveness.
• Analytical and detail-oriented work and strong written and verbal presentation skills.
• Ability to handle multiple projects simultaneously, work under pressure, and take ownership.

Qualifications: BS in Business Administration with 3 years of Experience

• Prior experience in private equity investing, M&A, leveraged finance, or consulting.
• Understanding and appreciation for OAPC’s differentiated strategy as a private equity co-investor.
• Team-first mentality with an emphasis on collaboration and servant leadership.
• Highly effective written and verbal communication and presentation skills.
• Ability to convey information to others clearly and concisely.
• Analytical thinker with strong attention to detail, accuracy, and quality.
• Superior judgment and comfort level working with confidential, sensitive, and proprietary information.
• An uncompromised commitment to the highest level of integrity and confidentiality.
• Expertise in Microsoft Office, including Word, Excel, and PowerPoint.
• Advanced financial modeling skills and knowledge of investment valuation techniques.
• Experience with CapIQ, Bloomberg, and/or other industry data providers.

Qualifications: BS in Financial Engineering with 2 years of Experience

• Be able to explain investment concepts to clients without financial knowledge.
• Working knowledge of asset allocation and modern portfolio theory.
• Working knowledge of all buy list managers.
• Working knowledge of the client’s current and historical investments.
• Working knowledge of estate planning (GRATs, CRTs, CLTs, etc.) and taxation (AMT, capital gains, K1s, UBIT, etc.).
• Financial services experience, with CFA, preferably CIMA.
• Fundamental understanding of all types of financial markets and alternative investments.
• Understanding of statistical performance measures.
• Basic understanding of systems and methodology (performance, asset allocation, research).
• Ability to work well in a team environment with high ethical standards.
• Advanced Excel skills.
• Strong verbal and written communication skills.
• Strong analytical abilities and superior attention to detail.

Qualifications: BS in Statistics with 5 years of Experience

• CFA or working towards a certification.
• Broad understanding of absolute return managers and strategies, and related professional work experience, preferably in manager selection.
• Deep understanding of hedge fund strategies, including long/short equity, macro, relative value, and event-driven approaches.
• Familiarity with performance measurement tools such as the Sharpe ratio, information ratio, and drawdown analysis.
• Knowledge of portfolio optimization principles and risk factor decomposition in multi-manager portfolios.
• Ability to support portfolio construction efforts by analyzing correlations, liquidity profiles, and diversification benefits across asset classes.
• Ability to prepare performance reports and investment memos summarizing fund evaluations and allocation recommendations.
• Deep and broad quantitative skills.
• Superior communication and interpersonal skills, and an enthusiasm to collaborate and learn alongside an experienced investment team.
• Ability and desire to establish effective working relationships with external managers and other constituents.
• Excellent analytical skills, with the ability to comprehend broader market trends.

Qualifications: BA in International Business with 4 years of Experience

• Transaction experience in a top-tier investment bank or middle-market private equity firm.
• Strong quantitative and analytical capabilities to support complex financial assessments.
• Expertise in leveraged buyout (LBO) modeling and advanced financial modeling techniques.
• Proven project management experience with the ability to manage multiple workstreams and deadlines.
• Prior exposure to middle-market private equity transactions.
• Experience in managing due diligence processes and coordinating cross-functional teams.
• Proficiency in data room oversight and organization of transaction-related materials.
• Ability to gather, review, and interpret portfolio company data accurately.
• Experience in scheduling and coordinating meetings among management teams, advisors, and internal stakeholders.
• Solid understanding of purchase agreements, credit documents, and transaction legal frameworks.
• Experience in developing and implementing investment strategies.
• Experience in investment realization analysis and execution, including performance tracking.
• Good interpersonal and communication skills across internal teams, investors, and senior executives.
• Strong work ethic, superior attention to detail, industry knowledge, and energetic, proactive personality.

Qualifications: BS in Investment Management with 7 years of Experience

• Experience in investment banking, consulting, private equity, or public equity research, with a CFA.
• Deep understanding of capital markets, corporate finance principles, and valuation methodologies.
• Familiarity with portfolio optimization, performance attribution, and risk-adjusted return analysis.
• Experience conducting comprehensive company valuations, including DCF, comparable company, and precedent transaction analyses, to inform investment decisions.
• Able to support portfolio management by tracking financial performance, industry benchmarks, and strategic initiatives post-investment.
• Experience in deal sourcing and pipeline development by identifying promising opportunities aligned with sector focus and fund strategy.
• Superior written and verbal communication skills to articulate the strengths and weaknesses of potential investments.
• Solid interpersonal skills and ability to connect to form meaningful working partnerships.
• Inclusive team player with a collaborative and cooperative approach.
• Strong work ethic and humble.
• Results-driven mindset, proactive, ambitious, and a desire to win mentality.
• Demonstrate transparent, direct, and open communication across the organization.

Qualifications: BS in Quantitative Finance with 6 years of Experience

• Experience in consulting, finance, venture capital, investment banking, or similar fields (e.g., public accounting with FDD experience).
• Experience in performing qualitative and quantitative analysis in tight timeframes and simultaneously juggling multiple workstreams (e.g., financial due diligence, financial analysis, and business modeling, etc.).
• Deep understanding of business model innovation and value creation drivers across different industry verticals.
• Knowledge of startup funding structures, investor cap tables, and exit pathways.
• Able to conduct strategic and financial assessments of startups and high-growth companies to identify potential investment and partnership opportunities.
• Able to develop dynamic financial and operational models to evaluate business scalability, unit economics, and market expansion scenarios.
• Curiosity in entrepreneurship and innovation, and an understanding of the various ways companies make money.
• Eagerness to learn new skills and develop a breadth of capabilities.
• Comfort with ambiguity and ability to thrive in a self-directed culture.
• Openness to learn from diverse perspectives and collaborating on multidisciplinary teams.
• Independent and hard-working with an ability to set and manage their own deadlines.
• Proficiency with Microsoft Office and the ability to learn new software.

Qualifications: BS in Actuarial Science with 4 years of Experience