Job Summary: 

• Lead the origination, sourcing, and acquisition of new investment deals.
• Play an active role in structuring transactions to align with strategic goals.
• Conduct thorough due diligence to assess risks and opportunities.
• Support the underwriting process by evaluating financial and operational aspects.
• Develop and maintain robust financial models for assessing new investment opportunities.
• Use financial modelling to inform decision-making and scenario planning.
• Monitor and analyse the performance of portfolio assets on an ongoing basis.
• Track key metrics to ensure alignment with investment objectives.
• Contribute to buy-side and sell-side analyses.
• Provide data-driven insights to support acquisition and divestment strategies.

Skills on Resume: 

• Deal Origination (Hard Skills)
• Transaction Structuring (Hard Skills)
• Due Diligence (Hard Skills)
• Financial Underwriting (Hard Skills)
• Financial Modelling (Hard Skills)
• Scenario Planning (Hard Skills)
• Portfolio Analysis (Hard Skills)
• Data-Driven Insights (Hard Skills)

Job Summary: 

• Identify and source new investment opportunities within the Life Sciences and Pharmaceutical sectors.
• Lead comprehensive due diligence processes to assess potential investments.
• Develop detailed financial models to support investment analysis and projections.
• Conduct feasibility studies and build robust business cases for proposed investments.
• Evaluate a range of investment options using internal data and insights from third-party advisors.
• Perform thorough screening to determine strategic and financial alignment.
• Prepare clear and compelling investment memorandums for stakeholder review.
• Draft detailed documentation required for investment committee submissions.
• Oversee the ongoing management of the investment portfolio.
• Ensure portfolio performance aligns with strategic objectives and risk parameters.

Skills on Resume: 

• Opportunity Sourcing (Hard Skills)
• Due Diligence (Hard Skills)
• Financial Modelling (Hard Skills)
• Feasibility Analysis (Hard Skills)
• Business Case Development (Hard Skills)
• Investment Screening (Hard Skills)
• Memo Preparation (Hard Skills)
• Portfolio Management (Hard Skills)

Job Summary: 

• Contribute to the formulation of the commercial and investment strategy as well as annual business objectives.
• Lead the execution of the investment strategy and provide oversight for the entire investment portfolio.
• Ensure investments are successfully executed and aligned with the broader strategic goals of the business unit.
• Oversee and manage all master planning and design-related activities.
• Lead and manage the approvals and permitting processes for projects in coordination with key regulatory agencies.
• Identify, evaluate, and negotiate the engagement of external consultants and partners.
• Support the development of strategic partnerships with both private and public sector entities.
• Oversee the creation of tailored go-to-market strategies for different partner types and transaction models.
• Leverage internal business development and marketing teams, along with external agents and service providers, to deliver market-facing strategies.
• Ensure all initiatives are executed in alignment with the organization’s vision and operational priorities.

Skills on Resume: 

• Strategic Planning (Hard Skills)
• Portfolio Oversight (Hard Skills)
• Investment Execution (Hard Skills)
• Project Management (Hard Skills)
• Regulatory Coordination (Hard Skills)
• Consultant Negotiation (Soft Skills)
• Partnership Development (Soft Skills)
• Market Strategy (Hard Skills)

Job Summary: 

• Lead private equity fund transactions across the region with a strategic focus on select key markets.
• Establish equity funds and manage fund investment activities.
• Participate in the full acquisition cycle for both investment and development projects.
• Supervise team members in conducting market research and financial modeling.
• Support underwriting, feasibility studies, due diligence, and the structuring of potential M&A transactions.
• Explore new markets and provide strategic investment recommendations to the board of directors.
• Conduct market entry planning, industry and company research, and investment proposal development while managing risks during analysis and decision-making processes.
• Participate in formulating transaction structures and negotiating key terms.
• Liaise effectively with both internal and external stakeholders to ensure seamless execution.
• Enhance the company's investment and financing management frameworks and processes.
• Identify potential assets or deal opportunities through relationships with private equity funds, developers, and leading market participants.
• Contribute to the long-term investment pipeline and support value-driven growth initiatives.

Skills on Resume: 

• Deal Execution (Hard Skills)
• Fund Management (Hard Skills)
• Acquisition Cycle (Hard Skills)
• Financial Modelling (Hard Skills)
• Underwriting Support (Hard Skills)
• Market Research (Hard Skills)
• Stakeholder Management (Soft Skills)
• Negotiation Skills (Soft Skills)

Job Summary: 

• Lead venture investments that align with strategic areas of interest across a diverse range of business segments.
• Manage the full investment lifecycle, including trend analysis, theme development, sourcing and maintaining a pipeline of opportunities, due diligence, and valuation.
• Present deals to the investment committee, close transactions, and manage portfolio companies, including participating in board observer roles.
• Provide strategic oversight and support throughout post-investment engagement.
• Leverage investment expertise to coach and guide a team of investment managers.
• Collaborate closely with business and technical leaders to develop collaboration plans that deliver mutual value.
• Build trusted relationships with senior stakeholders to ensure alignment on key project-related decisions.
• Design innovative and customized deal structures that meet the specific needs of each investment.
• Ensure all investment activities are aligned with strategic objectives and deliver long-term value.
• Support the continued growth and evolution of the investment function through leadership and strategic input.

Skills on Resume: 

• Venture Sourcing (Hard Skills)
• Lifecycle Management (Hard Skills)
• Deal Valuation (Hard Skills)
• Portfolio Oversight (Hard Skills)
• Team Leadership (Soft Skills)
• Cross-Functional Collaboration (Soft Skills)
• Stakeholder Management (Soft Skills)
• Deal Structuring (Hard Skills)

Job Summary: 

• Build and expand relationships with business partners while sourcing, executing, and monitoring investment opportunities.
• Conduct feasibility studies on potential deals and evaluate practical structuring options.
• Perform market research and lead due diligence across legal, accounting, and tax aspects in collaboration with external professional firms.
• Negotiate and finalize deal contracts and agreements with partners to secure investment opportunities.
• Oversee asset management activities following the commencement of operations.
• Coordinate with the leasing team on tenant management to ensure optimal performance of logistics assets.
• Manage operational cash flow to support execution of the business plan.
• Implement strategic initiatives aimed at enhancing the value of logistics assets.
• Ensure post-investment activities align with long-term performance and growth objectives.

Skills on Resume: 

• Partner Relationship Management (Soft Skills)
• Deal Sourcing (Hard Skills)
• Feasibility Analysis (Hard Skills)
• Due Diligence (Hard Skills)
• Contract Negotiation (Soft Skills)
• Asset Management (Hard Skills)
• Cash Flow Management (Hard Skills)
• Value Enhancement (Hard Skills)

Job Summary: 

• Lead relationship development and deal sourcing efforts with advisors, business owners, and fellow investors.
• Oversee deal analysis, structuring, due diligence, and negotiation processes.
• Collaborate with management teams to design and implement portfolio value creation initiatives.
• Drive strategic decision-making to enhance portfolio company performance.
• Foster a strong network to support ongoing deal flow and market intelligence.
• Recruit, develop, and manage a high-performing investment team.
• Coordinate closely with senior colleagues to ensure alignment across the organization.
• Promote a collaborative and growth-focused culture within the investment function.

Skills on Resume: 

• Relationship Development (Soft Skills)
• Deal Sourcing (Hard Skills)
• Deal Structuring (Hard Skills)
• Due Diligence (Hard Skills)
• Value Creation (Hard Skills)
• Strategic Decision-Making (Hard Skills)
• Team Leadership (Soft Skills)
• Cross-Organizational Alignment (Soft Skills)

Job Summary: 

• Research and recommend companies for potential investment or acquisition.
• Participate in all phases of the investment process, including market analysis, due diligence, deal structuring, and portfolio management.
• Communicate findings, results, and strategic insights with both general and limited partners.
• Lead end-to-end analytical projects by understanding context quickly and developing structured approaches to align and advise senior stakeholders.
• Deliver high-level research and insights to inform executives about emerging technology trends and market dynamics.
• Recommend high-potential investment opportunities based on innovation and strategic relevance.
• Support knowledge-sharing across the organization through executive-level briefings.
• Assist in the development and oversight of junior investment team members.
• Foster collaboration and maintain high analytical standards across project teams.

Skills on Resume: 

• Company Research (Hard Skills)
• Investment Analysis (Hard Skills)
• Due Diligence (Hard Skills)
• Deal Structuring (Hard Skills)
• Strategic Insights (Soft Skills)
• Tech Trend Analysis (Hard Skills)
• Stakeholder Alignment (Soft Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Be in charge of financial modeling, i.e., to support analysts in creating and maintaining portfolio construction models, as well as the underlying direct investment models.
• Lead and expand the infrastructure co-investment team in the region as a key figure within the global real assets business.
• Actively originate attractive co-investment opportunities in collaboration with experienced, sector-focused management teams.
• Leverage a strong industry network of general partners, placement agents, and third parties to source deals.
• Collaborate closely with teams focused on direct concession and economic infrastructure investments.
• Oversee deal execution across multiple concurrent processes, including the preparation of presentations, marketing materials, and performing advanced financial analyses and valuations.
• Coordinate with all relevant parties throughout the transaction lifecycle to ensure smooth execution.
• Monitor and analyze investment and fund-level performance, including the creation of fund models and track records.
• Apply insights to drive optimal investment outcomes at both portfolio and fund levels.
• Contribute to fundraising initiatives by shaping a clear and compelling investment proposition.
• Support strategic growth through leadership, collaboration, and disciplined investment execution.

Skills on Resume: 

• Financial Modelling (Hard Skills)
• Team Leadership (Soft Skills)
• Deal Origination (Hard Skills)
• Industry Networking (Soft Skills)
• Deal Execution (Hard Skills)
• Financial Analysis (Hard Skills)
• Performance Monitoring (Hard Skills)
• Fundraising Support (Soft Skills)

Job Summary: 

• Contribute to the overall vision and strategic direction of the investment team.
• Lead the full investment lifecycle, including thesis development, sourcing, investment memos, due diligence, negotiation, approvals, and deal closure.
• Coordinate with internal business units to share and consolidate feedback on potential investment opportunities.
• Support portfolio companies in developing their strategies, business development efforts, fundraising, and M&A activities.
• Oversee internal business development to enable collaborations and partnerships between portfolio companies and corporate stakeholders.
• Conduct new market analysis by researching and recommending emerging technology areas for future investment consideration.
• Periodically produce insights and proposals based on findings from market and technology research.
• Foster strong connections within the technology, media, and entrepreneurial ecosystems in key startup hubs.
• Represent the investment team at industry events and engage in thought leadership.
• Advance strategic goals through active participation in the innovation and startup landscape.

Skills on Resume: 

• Strategic Direction (Soft Skills)
• Investment Lifecycle (Hard Skills)
• Cross-Unit Coordination (Soft Skills)
• Portfolio Support (Hard Skills)
• Business Development (Soft Skills)
• Market Analysis (Hard Skills)
• Insight Generation (Hard Skills)
• Ecosystem Engagement (Soft Skills)

Job Summary: 

• Identify and source new investment opportunities within the Life Sciences and Pharmaceutical sectors.
• Lead comprehensive due diligence processes to assess potential investments.
• Develop detailed financial models to support investment analysis and projections.
• Conduct feasibility studies and build robust business cases for proposed investments.
• Evaluate a range of investment options using internal data and insights from third-party advisors.
• Perform thorough screening to determine strategic and financial alignment.
• Prepare clear and compelling investment memorandums for stakeholder review.
• Draft detailed documentation required for investment committee submissions.
• Oversee the ongoing management of the investment portfolio.
• Ensure portfolio performance aligns with strategic objectives and risk parameters.

Skills on Resume: 

• Opportunity Sourcing (Hard Skills)
• Due Diligence (Hard Skills)
• Financial Modelling (Hard Skills)
• Feasibility Analysis (Hard Skills)
• Business Case Development (Hard Skills)
• Investment Screening (Hard Skills)
• Memo Preparation (Hard Skills)
• Portfolio Management (Hard Skills)

Job Summary: 

• Work as part of a team, sharing information and ideas, monitoring and assessing investment data, and taking appropriate action.
• Manage client portfolios on both an individual and shared basis, reviewing their performance and investing funds to generate required returns.
• Advise and liaise personally with clients, ensuring all clients receive valuations and performance measures of their portfolios, and that queries are handled in a timely and professional manner.
• Maintain and develop strong relationships with brokers, professional advisers, and other relevant organisations, conducting desk research to ensure investment and technical knowledge is maintained.
• Maintain up-to-date knowledge of and adhere to current regulatory requirements as well as environmental, social, and impact (ESI) factors.
• Build improved contacts with clients and professional advisers to develop new business opportunities.
• Communicate effectively with the Investment Administration team to action or resolve client-related matters.
• Report any concerns relating to improper business practices such as insider dealing, market manipulation, or money laundering to Senior Management.
• Ensure the continuing professional development of oneself and the team.
• Contribute to the ongoing development of the Greenbank team and the wider Group by participating in projects, committees, and other activities.
• Bring extensive experience working within an ethical, sustainable, or impact investment management role, managing both clients and portfolios.
• Keep up to date with industry developments, including new products, legislation, and regulations, particularly in ESG theory and analysis.

Skills on Resume: 

• Team Collaboration (Soft Skills)
• Portfolio Management (Hard Skills)
• Client Advisory (Soft Skills)
• Relationship Building (Soft Skills)
• Regulatory Knowledge (Hard Skills)
• Business Development (Soft Skills)
• ESG Expertise (Hard Skills)
• Professional Development (Soft Skills)

Job Summary: 

• Independently drive the identification of new opportunities from educational institutions and both nonprofit and for-profit organizations.
• Manage and conduct due diligence on innovation or research and development grant opportunities for networks within the investment portfolio.
• Conduct due diligence on organizations offering new tools and solutions that support educational institutions.
• Analyze and evaluate financial models, early product-market fit, product feasibility, market dynamics, market potential, leadership teams, and business plans.
• Study and research current literature on education, learning science, economics, and business models to synthesize into an original perspective on present and future trends in education solutions and tools.
• Make investment recommendations that gain support from the innovation leadership team and investment committee.
• Build strong, trusting relationships across internal teams and with the leadership of potential investment opportunities.
• Provide targeted support to portfolio organizations as directed by senior partners.
• Ensure diligence processes are thorough and aligned with strategic goals.
• Contribute to the overall growth and impact of the investment strategy through high-quality analysis and collaboration.

Skills on Resume: 

• Opportunity Sourcing (Hard Skills)
• Due Diligence (Hard Skills)
• Financial Analysis (Hard Skills)
• Market Research (Hard Skills)
• Trend Synthesis (Hard Skills)
• Investment Recommendation (Hard Skills)
• Relationship Building (Soft Skills)
• Portfolio Support (Soft Skills)

Job Summary: 

• Attract and facilitate productive foreign direct investment in critical minerals from international markets.
• Develop and maintain high-level business networks with investors, end users, off-takers, and stakeholders in industrial technology and manufacturing aligned with the critical minerals sector.
• Identify and support investment opportunities across the critical minerals value chain.
• Coordinate market engagement efforts in the critical minerals sector, with additional scope to provide strategic leadership within the broader international network.
• Monitor and assess key trends and significant commercial developments in the critical minerals market.
• Produce insight pieces based on analysis of industry developments.
• Identify and pursue opportunities to promote the region as a preferred destination for critical minerals investment.
• Deliver presentations at relevant industry events to enhance visibility and attract interest.
• Assist with visits by companies from the home market to build business linkages and raise the profile of investment opportunities.
• Contribute to cross-agency initiatives in the sector in collaboration with intergovernmental partners.
• Support cohesive international representation and alignment in advancing critical minerals objectives.

Skills on Resume: 

• FDI Attraction (Hard Skills)
• Network Development (Soft Skills)
• Opportunity Identification (Hard Skills)
• Market Engagement (Soft Skills)
• Trend Analysis (Hard Skills)
• Insight Generation (Hard Skills)
• Regional Promotion (Soft Skills)
• Industry Representation (Soft Skills)

Job Summary: 

• Serve as a regional and market leader, providing strategic direction and insight.
• Offer mentorship within an apprenticeship framework to support the development of investment team members' skills.
• Take ownership of market coverage responsibilities based on experience and existing relationships.
• Establish and maintain relationships with brokers, owners, joint venture partners, property managers, and other key market participants to support a steady flow of investment opportunities.
• Identify opportunities across yield-focused, value-add, and opportunistic strategies that align with organizational investment objectives.
• Generate and negotiate letters of intent with potential sellers and partners consistent with strategic goals.
• Lead the coordination of underwriting, due diligence, executive committee review, budget development, and transition to asset management in close collaboration with senior professionals.
• Oversee legal counsel in preparing and negotiating purchase agreements and related transaction documents.
• Work closely with the capital markets team to implement financing strategies necessary to complete transactions.
• Provide leadership in the disposition process, including broker opinion of value reviews, marketing material creation, buyer engagement, due diligence, and simultaneous closing activities.
• Build and nurture strong internal relationships to enhance acquisition and disposition performance.

Skills on Resume: 

• Strategic Direction (Soft Skills)
• Team Mentorship (Soft Skills)
• Market Coverage (Hard Skills)
• Relationship Building (Soft Skills)
• Opportunity Identification (Hard Skills)
• LOI Negotiation (Soft Skills)
• Transaction Management (Hard Skills)
• Asset Transition Coordination (Hard Skills)

Job Summary: 

• Manage the execution of M&A processes, including due diligence work streams across legal, financial, and technical domains, in coordination with external advisors and internal departments, while acting as the deal owner.
• Collaborate closely with due diligence teams to identify and evaluate areas of risk.
• Report key issues, deliver recommendations, and prepare comprehensive due diligence reports summarizing findings, including structuring, financing suggestions, and final approval documentation.
• Review transaction documents to highlight and assess critical issues.
• Evaluate the suitability of pricing mechanisms such as locked box, completion accounts, and earn-out, along with associated accounting definitions.
• Assess the appropriateness of key financial warranties and indemnities.
• Establish robust accounting principles for mechanisms based on completion accounts.
• Work with senior leadership to formulate tailored recommendations, business plans, operational models, integration costs, and valuations.
• Coordinate with internal post-merger integration teams to support integration planning.
• Ensure all elements of the transaction process align with strategic and financial objectives.

Skills on Resume: 

• M&A Execution (Hard Skills)
• Risk Evaluation (Hard Skills)
• Due Diligence Reporting (Hard Skills)
• Document Review (Hard Skills)
• Pricing Mechanisms Analysis (Hard Skills)
• Financial Warranties Assessment (Hard Skills)
• Valuation Support (Hard Skills)
• Integration Coordination (Hard Skills)

Job Summary: 

• Lead all aspects of pre-close deal consummation and post-close deal oversight, including origination, structure, diligence, model oversight, legal negotiations, monitoring, and company board participation.
• Maintain deep networks within the FinTech and Technology ecosystem and understand the competitive market landscape to help inform Truist on the broader ecosystem and shape perspectives on emerging technology trends.
• Identify and source leading FinTech and other technology companies to support key focus areas such as digital client experience, commerce and payments, big data and analytics, artificial intelligence, and cybersecurity, keeping Truist at the forefront of cutting-edge and disruptive technologies.
• Underwrite and lead venture-backed transactions on behalf of a bank holding company with a strong grasp of current market venture terms and macroeconomic influences on those terms.
• Work with the Ventures Director of Business Development and Insights to socialize key pipeline opportunities for strategic alignment and diligence.
• Liaise with lines of business, Truist technology leadership, and other Truist Venture leaders to understand strategic roadmaps and synthesize Truist Ventures investment themes and focus areas.
• Lead and participate in meetings with Truist Executive Leadership and FinTech companies to drive thought leadership and education.
• Represent Truist Ventures at both external and internal events and meetings, and prepare materials for those engagements.
• Mentor and manage Truist Ventures’ junior personnel on deal activity to build and strengthen human capital on the team.
• Track progress of investment activity across the organization and collaborate with stakeholders to achieve optimal outcomes.

Skills on Resume: 

• Deal Oversight (Hard Skills)
• Venture Diligence (Hard Skills)
• Financial Modeling (Hard Skills)
• Market Analysis (Hard Skills)
• FinTech Networking (Soft Skills)
• Strategic Collaboration (Soft Skills)
• Executive Communication (Soft Skills)
• Team Mentorship (Soft Skills)

Job Summary: 

• Lead day-to-day activities, leadership, and development of Direct Reports consistent with the Investment Department’s vision.
• Provide proactive guidance to Direct Reports on a minimum quarterly basis regarding their work product related to new and existing investments.
• Contribute to strategic planning, direction, and goal setting for the investment department.
• Establish departmental policies, practices, and procedures that have a significant positive impact.
• Monitor, research, analyze, and recommend public markets managers, private equity general partners, funds, and investment strategies.
• Prepare and present recommendations and reports for investment decision-making and to keep the GVP and CIO informed of key developments.
• Manage preparations for Corporate, Insurance, and Retirement Investment Committees, including agendas, presentations, investment recommendations, and related materials.
• Monitor cash flow needs of the investment pools and asset class exposures relative to target allocations.
• Prepare rebalancing recommendations based on cash flow and/or asset allocation exposure versus allocation ranges.
• Monitor assigned existing investments and conduct portfolio review meetings, prepare notes, and assess investment outlook.

Skills on Resume: 

• Team Leadership (Soft Skills)
• Performance Guidance (Soft Skills)
• Strategic Planning (Soft Skills)
• Investment Research (Hard Skills)
• Report Preparation (Hard Skills)
• Committee Coordination (Soft Skills)
• Cash Flow Monitoring (Hard Skills)
• Portfolio Oversight (Hard Skills)

Job Summary: 

• Oversee or conduct portfolio monitoring, including performance reporting, analytics, exposure, performance attribution, and other reports for corporate, insurance, and retirement portfolios.
• Present monthly, quarterly, year-end, or ad-hoc reports.
• Proactively manage investment consultant relationships, including execution of planned investment committee agenda topics and materials.
• Manage annual asset allocation, asset/liability, and capital market assumption review processes.
• Conduct rigorous quantitative and qualitative due diligence on potential investments across equity, fixed income, private equity, private credit, infrastructure, and real estate.
• Prepare investment recommendations.
• Monitor capital markets and economic conditions and recommend new investment strategies in response.
• Maintain a deep pipeline of prospective strategies aligned with JM Family’s investment priorities and monitor the forward calendar of new funds from current and new managers.
• Collaborate with legal, operations, and corporate departments on legal negotiations for new investments.
• Co-manage, with the Sr. Investment Operations Manager, all aspects of investment reporting to ensure timely and accurate reporting.

Skills on Resume: 

• Portfolio Monitoring (Hard Skills)
• Performance Reporting (Hard Skills)
• Consultant Management (Soft Skills)
• Asset Allocation (Hard Skills)
• Investment Due Diligence (Hard Skills)
• Investment Recommendations (Hard Skills)
• Market Analysis (Hard Skills)
• Legal Collaboration (Soft Skills)

Job Summary: 

• Underwrite, structure, negotiate, and close investment opportunities across various vehicles, including funds and syndications.
• Promote and cross-sell services to operating partners to support their growth, scalability, and operational improvement.
• Recruit, train, and manage support personnel across sales, underwriting, and portfolio teams to handle multiple strategic partnerships.
• Conduct thorough due diligence on new investment opportunities sourced from both existing and prospective operating partners.
• Coordinate with internal teams such as legal, portfolio management, and capital markets to ensure smooth communication and transaction execution.
• Create, refine, and maintain advanced real estate investment financial models for evaluating and underwriting opportunities.
• Edit and draft content for offering memoranda and other marketing materials used during capital-raising processes.
• Source and negotiate terms and structures with various commercial real estate lenders and debt providers, including traditional institutions and private capital sources.
• Engage with real estate equity allocators and investors to present deals, assess interest, and facilitate their underwriting and investment decision-making processes.
• Evaluate operating partners’ business structures to identify areas for optimization and propose solutions and services that add mutual value.
• Serve as the primary accountable representative during investment committee sessions by delivering in-depth analysis of both new and existing opportunities.
• Participate in select senior executive leadership meetings and contribute to strategic planning discussions.
• Proactively recommend improvements that enhance the value and performance of operating partner relationships.
• Monitor relevant market data and trends to support informed, long-term strategic investment decisions.
• Collaborate with finance, capital markets, portfolio management, and investor relations teams to ensure effective post-closing investor communications.

Skills on Resume: 

• Investment Underwriting (Hard Skills)
• Partner Cross-Selling (Soft Skills)
• Team Management (Soft Skills)
• Due Diligence (Hard Skills)
• Transaction Coordination (Hard Skills)
• Financial Modeling (Hard Skills)
• Term Negotiation (Hard Skills)
• Market Analysis (Hard Skills)