Position Summary
The Principal Investment role entails leading deal origination, structuring, and execution, with afocus on fostering relationships, conducting due diligence, and driving profitable exits for smalland medium-sized enterprises, contributing to sustainable growth and job creation.
Job responsibilities:
Deal origination:
- Formulate and implement investment strategies, emphasizing targeted sectors.
- Lead detailed industry analysis (market size and growth, structure and value chain,competitive landscape etc.) for key target industries
- Lead deal origination efforts and develop a diversified pipeline
- Cultivate relationships with industry contacts, advisors, consultants, accounting firms,lawyers to help drive referral transactions.
- Develop relationship with C-level executives and business owners in the target industries
Deal structuring and execution:
- Evaluate and execute investment transactions (screening, valuation, structuring, termsheets, negotiations, documentation, value enhancement plan, and exit) to invest growthcapital in small and medium-size enterprises with potential for profitable growth and
sustainable job creation. - Structure equity and quasi equity investments to invest long-term growth capital in smalland medium-size enterprises with potential for profitable growth and sustainable jobcreation
- Prepare and present investment committee documentation
- Lead the due diligence exercise covering commercial, financial, tax, legal and technicalconsultants.
- Develop term-sheets and transaction documents including Shareholder Agreement, ShareSubscriptions Agreement, Asset Purchase Agreement, Escrow Agreement and othersimilar agreements as required.
Post Deal Value Creation:
- Develop structured value creation plans, engaging sponsors and fostering relationshipsto effectively enhance portfolio company value.
- Monitor and track portfolio company performance on a monthly basis and preparereports for the CIO
- Generate annual portfolio performance and impact reports
- Manage and lead transaction terms.
Deal Exits:
- Champion strategic planning, execution, and identification of potential exit avenues forportfolio companies.
- Assess and optimize portfolio company performance, enhancing value pre-exit.
- Oversee due diligence processes, identifying key factors impacting successfuldivestments.
- Negotiate and execute exit transactions, maximizing returns and ensuring timely exits.
Education and Experience required:
- Masters level degree or equivalent qualification in Business, Economics, Accounting, orrelated discipline from a recognized institution.
- At least 8 years of experience in Principal Investing, Impact Investing, Investment Banking,Corporate Finance, Management Consulting or an M&A group with a recognized nationaland/or multinational corporation.
- Experience in originating and executing private equity and/or corporate investmenttransactions as a principal investor or advisor
- Professional exposure of working in Pakistan