Investment Princinpal

**Job purpose**

**Reports to**:Chief Investment Officer

**Reportees (position)**:Senior Investment Associates or Associate Principals

**Core Activities**

**Deal origination**
- Build and maintain a network of deal sources within the early-stage investment ecosystem that regularly introduce high quality opportunities into the fund’s pipeline.

**Deal evaluation**
- Manage a pipeline of potential investments at different stages of the screening process and support team members in managing their pipelines.
- Direct team members in crafting high level investment thesis and, together with financial evaluation and investment structuring, motivate transactions to the rest of the deal team.
- Build strong relationships with Founders of early-stage companies

**Project management**
- Executing all of the above within a strongly project managed work process is essential.

**Investment process improvement**
- Embrace the ethos of continual improvement in identifying and driving initiatives to enhance or re-engineer existing processes to increase efficiency in the deal-making process.

**Investor Relations**
- Support Fund Owners and CIO in investor client relations and design of new Funds

**Deal execution**
- Due diligence:

- Plan and execute commercial and financial due diligences with multiple workstreams
- Undertake focused research and analysis as part of the due diligence process to understand the growth potential of a small business
- Analyse historical financials and conduct financial modelling in order to value the company
- Review team outputs and prepare high quality investment reports
- Build strong rapport with the Investment Committee and successfully present investment opportunities to them
- Closing: Managing the process of:

- Drafting, negotiation and execution of legal agreements ensuring they accurately reflect the approved term sheet
- Effective transaction hand-over process and on-going collaboration with PIM and GS teams
- Governance and record keeping leveraging team member support

**Teambuilding**
- Develop the Associate Principals and Associates through coaching and mentoring relationships and training on technical topics