Project Investment Manager

Robomed Network; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

A leading investment firm is seeking an Investment Project Manager to oversee the lifecycle of investment projects. This role involves screening, due diligence, and post-investment management to ensure strategic capital growth. The ideal candidate will have strong financial analysis skills and experience in investment processes. This position offers a remote work environment, allowing for flexibility while contributing to high-stakes investment decisions.

Qualifications

• 3-7 years of relevant experience in investment or financial analysis.
• Complete project investment experience preferred.

Responsibilities

• Manage investment project lifecycle from screening to post-investment.
• Conduct due diligence and negotiate investment agreements.
• Monitor performance and support exit strategies.

Skills

Financial Analysis

Business Judgment

Cross-team Collaboration

Industry Research

Communication

Education

Bachelor's degree in finance

Bachelor's degree in economics

Bachelor's degree in accounting

Bachelor's degree in management

Tools

Excel

Job description

Investment Project Manager is responsible for managing the entire lifecycle of specific investment projects, including project screening, due diligence, feasibility analysis, investment program design, negotiation, implementation, and post-investment management. The goal is to achieve capital appreciation and strategic synergy for the company. The position requires strong financial analysis skills, sound business judgment, and excellent cross-team collaboration skills.

Key Responsibilities:

1. Investment project screening and evaluation
2. Collect and evaluate potential investment projects both within and outside the industry;
3. Conduct industry research, analyze business models, assess financials, and build valuation models;
4. Prepare project feasibility reports and investment proposals.

1. Due diligence and program design
2. Coordinate with financial, legal, and business resources to conduct due diligence;
3. Design investment structures and transaction terms, draft investment agreements;
4. Negotiate with target companies or related parties and facilitate project establishment.

1. Investment process execution
2. Organize internal approval processes, prepare materials for investment committees, and participate in reporting;
3. Oversee signing of investment agreements, fund disbursement, and compliance procedures;
4. Manage external intermediaries such as financial advisors and accountants.

1. Post-investment management and exit support
2. Monitor operational and financial performance of invested projects and communicate with management;
3. Develop value-added management programs and exit strategies;
4. Support exit activities including mergers, acquisitions, buybacks, and equity transfers.

Market and Industry Research:

• Research macroeconomic and industry trends to identify strategic investment opportunities;
• Establish project resource databases and evaluation models;
• Support major investment decisions with research findings.

Requirements:

• Bachelor's degree or higher in finance, economics, accounting, management, or related fields;
• 3-7 years of relevant experience in investment, investment banking, consulting, or financial analysis, with complete project investment experience preferred;
• Proficiency with equity investment processes, financing structures, and basic legal knowledge;
• Skilled in Excel financial modeling, valuation, and investment tools;
• Strong industry research skills and business analysis capabilities;
• Responsible, detail-oriented, with logical thinking and excellent communication skills; able to work in high-intensity project environments.

Reporting to: Investment Director / Head of Strategic Investment Department

Location: Remote