Investment Strategy Lead
2 days ago
Role Summary
The Strategic Growth Manager is responsible for sourcing, executing, and managing growth investments. This involves driving deal flow, overseeing due diligence, structuring transactions, and managing portfolio companies. The ideal candidate will bring expertise in deal sourcing, investment analysis, loan structuring, financial modelling, negotiation, and team development.
The role requires strong analytical and problem-solving skills, with experience in identifying borrowers' key risk, cost, and profitability metrics and assessing predictability of returns on invested capital. Main Responsibilities:
- Deal Sourcing & Origination – Source investment opportunities, build an origination network of industry experts, advisors, and intermediaries.
- Credit Selection, Due Diligence & Execution – Identify borrowers' key risk, cost, and profitability metrics and assess predictability of returns on invested capital. Lead the evaluation of priority investment opportunities, including business plan development with a focus on downside risks and mitigants, financial modelling, market analysis, competitive assessment, and drafting loan documentation.
- Transaction Structuring & Negotiation – Structure and negotiate deals, ensuring a comprehensive security package backed by forward-looking covenants.
- Portfolio Monitoring – Track portfolio companies' financial and operational performance, reporting risks to the Portfolio Manager.
- Investment Strategy – Collaborate with senior leadership to refine and implement the firm's investment strategy.
Benefits and Culture
We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is dedicated to helping our clients achieve their goals, and we are committed to making a positive impact in the communities we serve.
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