Equity Investment Senior Associate

Turkic Investment Fund; Fatih; On-site; TRY 800,000 - 1,500,000; Full time

Job summary

Turkic Investment Fund seeks an Equity Investment Senior Associate to manage origination, structuring and execution of equity and quasi-equity investments across sectors. You will lead deals from origination through to investment approvals, working with clients and internal teams.

The role calls for 5+ years of hands-on investment experience, strong financial analysis and Turkish market knowledge, plus fluency in Turkish and English. A multinational, collaborative environment is offered.

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, or related field with strong academic foundation.
• 5+ years of practical experience in origination and leading equity investments through full life cycle.
• Fluent Turkish and strong English; experience with Turkish M&A and mutual funds is critical.

Responsibilities

• Lead complex transactions with Equity Investment Manager on structuring and execution.
• Oversee investment papers, approvals, negotiations and documentation.
• Monitor portfolio performance and liaise with PPFFC and Risk Management.
• Develop business pipeline and client relationships.
• Manage and mentor junior investment staff.
• Ensure timely completion of transactions in line with Fund policies.

Skills

Financial analysis

Credit analysis

Negotiation

Stakeholder management

Communication

Turkish language

English language

Excel

Financial modeling

Project lifecycle

Education

Bachelor’s degree in Finance, Economics, or related field

Master’s degree in Finance, Economics, or related field

CFA/FRM/ACCA (asset)

Tools

Excel

PowerPoint

Word

Financial modelling

Job description

POSITION TITLE: Equity Investment Senior Associate

CATEGORY: Professional

WORK TYPE: Full time

DEPARTMENT: Investment Department

REPORTS TO: Equity Investment Manager

CONTRACT DURATION: 3 years

JOB DESCRIPTION AND OBLIGATIONS SUMMARY

The Turkic Investment Fund (TIF / Fund) aims to become a catalyst for socio-economic development and integration of the Turkic countries, and a flagship organization for the promotion of sustainability, intra-regional trade and connectivity via investments across various sectors with a focus on debt financing, equity investments, and other structured/hybrid financial instruments.

The Equity Investment Senior Associate is responsible for undertaking all tasks related to and understands all aspects of equity and other hybrid investments development and implementation, including project origination, deal structuring and execution, implementation and monitoring, for all types of equity and other hybrid investments instruments offered by the TIF pursuant to its mandate, vision and mission.

The Equity Investment Senior Associate will act both as a senior member of investment project teams (led by Equity Investment Manager) and as an operation leader (typically on less complex transactions under the supervision of Equity Investment Manager). This role also includes business/pipeline development, client management and transformation driven dialogue with investees and other counterparts.

This role requires a thorough understanding of processes and procedures through the lifecycle of equity and quasi-equity / equity-like investment portfolio development and management, associated with these relevant technical and soft skills, as well as the ability to collaborate with cross-functional teams and in multinational/multicultural working environment to support the Fund’s strategic objectives.

MAIN DUTIES AND RESPONSIBILITIES:

Equity Investment Senior Associate takes active part in equity and other hybrid financing deals execution via critical screening and thorough due diligence of project proposals’ flow generated through business development efforts to identify sound, bankable and executable investments that meet the investment criteria and deliver the mandate of the TIF.

She/he, among other duties, is accountable for business development efforts, investment projects’ appraisal and structuring, negotiation and execution, and performance monitoring of equity and quasi-equity / equity-like investments portfolio. More particularly:

1) Structuring and Execution

• Work as a senior project team member along with Equity Investment Manager on complex transactions, contributing to all aspects of project structuring and execution.
• As an operation leader (OL):
  • Lead through all steps of investment cycle from origination, assessment of proposals, obtaining the required investment approvals (including the preparation of investment papers), structuring, negotiation (including review of legal documentation) and the execution of transactions, working with clients, external stakeholders, consultants and internal units, as relevant.
  • Lead on project due diligence process ensuring it meets the highest standards and delivers good quality outcome making sure effective use of the Fund’s resources and bankable project portfolio development.
• Ensure that all transactions under her/his responsibility are completed within the specified time frames to a high standard (including all internal Executive approval papers and Board reports) and in line with the policies, procedures and objectives of the Fund.

2) Investment Portfolio Management and Reporting

• Take proactive part and closely collaborate with the Portfolio Performance, Forecasting and Financial Control (PPFFC) team in effective monitoring of all investment projects within her/his responsibility, including, but not limited to:
• Verifying the quality of regular monitoring reports,
• Taking active part in maintaining or supervising the management of client relationships,
• Actively managing the resolution of any implementation/monitoring issues in cooperation with PPFFC and Risk Management,
• Managing and supervising more junior staff who assist in portfolio monitoring.

• In close coordination with PPFFC team in charge of “Portfolio Performance Management” and respective OLs and Equity Investment Manager collectively in charge of “Deal Execution and Client Relationship Management” ensure timely notification and reporting of any critical portfolio issues to the management, ensuring availability of adequate data and information for the Executive Management to be able to take timely decisions.
• Ensure that monitoring / value creation plans are properly developed, clearly articulated, ensuring investments projects deliver on the TIF’s Socio-Economic Empowerment Plan (SEEP) objectives in coordination with PPFFC.
• Ensure that signed investment commitments are executed, projects implemented, adequately monitored and managed, including the resolution of watchlist (pre-distress) cases.

3) Business Development

• Assist with marketing and business development efforts in the relevant sector and countries to build reputable market contacts in order to develop a strong investment projects pipeline and cross selling of the Fund’s competencies.
• Assist with the critical screening of project proposal flow that is generated through business development efforts, liaising with other colleagues and teams within the Fund to identify sound, bankable and executable investments that meet the mandate of the Fund.

4) Staff Management

• Assist in recruiting, training, coaching and mentoring junior investment specialists, in coordination with the Equity Investment Manager and relevant member of Executive Management team, involving junior talent in all aspects of project cycle (business development, appraisal, execution, implementation and monitoring), ensuring adequate quality of project work and appropriate work-load distribution amongst the project team members, contribute to their professional and competency development;
• Develop productive relationships within the organization to be able to work effectively in a product-based matrix structure and in a multi-cultural working environment.

The responsibilities of the Equity Investment Senior Associate are designed to allow for the development of technical expertise and expansion of responsibilities, leading to assuming the role of a Manager.

EDUCATION AND PROFESSIONAL QUALIFICATIONS:

• Bachelor’s or Master’s or equivalent degree in Finance, Economics, Business Administration, or a related field, with a strong academic foundation together with relevant professional experience.
• Relevant to the job additional professional qualification such as CFA, FRM, ACCA, etc.is an asset.

EXPERIENCE:

• Significant (minimum 5+ years) practical experience of origination, participation in and leading equity and quasi-equity / equity-like investments transactions through the full project life cycle ideally with institutional investors, global private equity firms and investments banks, large commercial investors, multinational investors, Multilateral Development Banks / International Financial Institutions, and/or reputable auditing / financial consulting firm operating to international standards.
• Prior practical experience in Turkish M&A and in Mutual Funds / Funds of Funds is critical for this role. Candidates should have worked on M&A and other equity transactions in ‫Türkiye, with working knowledge of local deal practices, as well as on mutual funds and funds of funds, including fund and manager selection, due diligence, portfolio construction and ongoing performance monitoring.

The successful candidate will be a hands-on practitioner with direct equity investment experience, able to contribute from day one.

SKILLS AND COMPETENCIES:

• Strong sense of integrity, ethics, and accountability in all actions.
• Commitment to creating impact through results-driven and strategic work.
• Demonstrates passion for excellence, continuous learning, and professional growth.
• High agility with the ability to adapt to change and drive innovative solutions.
• Excellent collaboration and communication skills, fostering teamwork and integration across cultures.
• Analytical and strategic thinking abilities to support effective decision-making.
• Proactive and solution-oriented mindset with a focus on achieving organizational goals.

Strong analytical skills, market insight, and relationship-building abilities are essential for this role and crucial in supporting the Fund’s overall investment strategy and success.

• Strong quantitative/numerical skills are critical with the ability to interpret financial information and to design and use financial models.
• Credit analysis skills and robust logical reasoning, with the ability to interpret accounts, understanding local and international accounting principles and practice of credit analysis, attention to details.
• Computer literacy, conversant with Microsoft Office and spread sheet packages including financial analysis and modelling modules.
• Excellent understanding of relevant equity investment industry systems and processes.
• Stakeholder management, relationship management and negotiation skills.
• Ability to work to deadlines and under time pressure.
• Candidates must be fluent in Turkish, both written and spoken, and have excellent communication skills in English, including the ability to produce well-structured, concise, coherent and accurate long-form documents in professional business English.
• Excellent written and oral communication skills in English; proficiency in other languages relevant to the Fund’s region is an asset.
• Strong customer focus; High integrity; Creative with a “can-do” attitude.