MYCPE ONE
Website:
my-cpe.com
Job details:
We are looking for a strategic and analytically driven professional to lead the investment function and help establish the foundation of a Family Office platform. This is a high-responsibility role that requires independent evaluation of investment opportunities, oversight of transactions, and coordination with multiple internal and external stakeholders.
The ideal candidate will bring strong experience in equity analysis and investment research, preferably gained in investment banking, institutional research, private equity, or similar investment environments. The role requires a professional who demonstrates structured thinking, sound judgment, and strong execution discipline.
Key Responsibilities
1. Investment Evaluation & Strategy
- Conduct in-depth equity analysis, financial modeling, and company evaluations across both listed and private markets.
- Independently assess and screen investment opportunities across sectors.
- Develop well-structured investment theses and present recommendations for decision-making.
- Track and analyze portfolio performance, providing strategic insights and action plans where required.
2. Transaction Execution & Oversight
- Manage the end-to-end transaction lifecycle, including:
- Financial due diligence
- Valuation analysis
- Deal structuring inputs
- Coordinate closely with legal advisors, investment bankers, consultants, and other external partners.
- Ensure disciplined process management, documentation, and adherence to execution timelines.
3. Structuring & Governance
- Maintain a practical understanding of:
- Tax implications related to investments
- Investment structuring and holding company frameworks
- Work alongside tax advisors and legal counsel to ensure efficient investment structures and compliance.
4. Stakeholder Management
- Act as the primary point of coordination with:
- Investment banks
- Legal advisors
- Chartered accountants
- Consultants
- Portfolio company management teams
- Manage relationships with external service providers and advisory partners, ensuring accountability and high-quality outcomes.
5. Portfolio & Treasury Oversight (Preferred)
- Exposure to debt markets and treasury management would be an advantage.
- Evaluate fixed income opportunities where relevant.
- Support liquidity planning and capital allocation decisions.
Candidate Profile
Experience
- 6–12 years of relevant experience in areas such as:
- Investment banking
- Institutional equity research
- Private equity or venture capital
- Investment analysis within private investment setups
- Proven experience in financial analysis, due diligence, and valuation.
Technical Competencies
- Strong equity research and analytical capabilities.
- Proficiency in financial modeling and company valuation techniques.
- Working knowledge of tax considerations and investment structuring.
- Exposure to debt markets or treasury management is beneficial but not mandatory.
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