Portfolio Strategy and Capital Markets Lead

Recruitment Room - Global; United Arab Emirates; Remote; USD 150,000 - 200,000; Full time

Job summary

A leading company is seeking a Portfolio Strategy & Capital Markets Lead to drive exit readiness and capital strategy across their strategic portfolio. This role requires deep collaboration with founders and investors while focusing on IPOs, SPACs, and M&A activities. The position offers a chance to work remotely worldwide and includes a competitive compensation package along with mental health support and professional development reimbursement.

Benefits

Work from anywhere

Competitive compensation package

Mental health and well-being support

Reimbursement for professional development

High degree of autonomy

Qualifications

• 3-6 years in investment banking, capital markets advisory, equity research, or late-stage VC/PE.
• Direct experience with IPO, SPAC, M&A, or strategic investor engagement processes.
• Strong in valuation, cap table modeling, and KPI storytelling.

Responsibilities

• Lead workstreams on IPO, SPAC, and M&A preparation including data room and KPI design.
• Analyze macro, crypto, and equities market conditions for optimal liquidity event timing.
• Collaborate with founders to shape compelling equity stories and investor presentations.

Skills

Financial Fluency

Capital Markets Experience

Strategic Communication

Transaction Exposure

Crypto Literacy

Job description

Portfolio Strategy and Capital Markets Lead

Recruitment Room - Global provided pay range

This range is provided by Recruitment Room - Global. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

150,000.00 / yr - $200,000.00 / yr

We partner with founders from genesis to growth stage and beyond. We accelerate the transition to an open cybernetic economy by backing entrepreneurs innovating at the intersection of blockchain, artificial intelligence, and adjacent technologies.

Role Overview

We are hiring a Portfolio Strategy & Capital Markets Lead to drive exit readiness, investor engagement, and capital strategy across our strategic portfolio. This role is ideal for a former investment banker, PE associate, or capital markets strategist ready to move into an operating role that is high-trust, highly strategic, and deeply embedded in next-gen tech companies. You will work closely with founders, finance leads, and investment banks to shape strategic narratives, support transaction execution, and prepare companies for institutional-grade capital events including IPOs, SPACs, M&A, and strategic partnerships.

Key Responsibilities

• Exit Readiness & Liquidity Strategy: Lead workstreams on IPO, SPAC, and M&A preparation (data room, KPI design, board materials, investor Q&A).
• Partner with external advisors (investment banks, legal counsel, auditors) to support transaction readiness.
• Build scenario models and strategic recommendation decks for exit timing, valuation range, and go-to-market positioning.
• Analyze macro, crypto, and equities market conditions to inform optimal timing and structure of liquidity events.
• Monitor and benchmark comparable public companies, SPAC deals, token listings, and M&A transactions.
• Provide internal updates on regulatory, investor sentiment, and market access trends relevant to portfolio exits.

Investor Narrative & Communications

• Collaborate with founders and strategy leads to shape compelling equity stories and investor presentations.
• Craft positioning for institutional investors, strategic acquirers, and crypto-native LPs.
• Prepare founders for roadshows, investor diligence, and earnings-style communications.

Fund-Level Strategic Support

• Evaluate fund-wide capital markets strategies, including secondary liquidity options, or NAV-based structures.
• Support consolidation theses, strategic partnerships, or joint ventures with downstream capital providers or strategic buyers.
• Track post-exit performance and feedback loops to refine the fund's go-to-market and exit playbooks.

Preferred Experience

• Capital Markets Experience: 3-6 years in investment banking, capital markets advisory, equity research, or late-stage VC / PE.
• Transaction Exposure: Direct experience with IPO, SPAC, M&A, or strategic investor engagement processes.
• Financial Fluency: Strong in valuation, cap table modeling, transaction structuring, KPI storytelling.
• Strategic Communication: Ability to craft high-quality investor-facing materials and advise founders on narrative discipline.
• Crypto Literacy (Optional): Crypto-native or willing to learn quickly and engage credibly with protocol-native founders.
• Executive Presence: Capable of engaging with founders, board members, and bankers at eye level.

What We Offer

• Work from anywhere in the world in a globally distributed team.
• Competitive compensation package.
• Mental health and well-being support programs.
• Reimbursement for professional development and global conferences.
• High degree of autonomy with no micromanagement.

Interview Process

Take Home Test

Case study

Group Interview

Case study presentation

Final Interview

Skills: financial modeling, strategy, financial fluency, valuation, market analysis, capital markets experience, transaction exposure, SPAC, KPI design, M&A, investment banking, crypto literacy, IPO, strategic communication, investor relations, capital markets, executive presence

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

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