Perform monitoring of existing direct and indirect portfolio investments including reviewing periodic reporting, calls / meetings and managing relationships with external fund managers
Conduct portfolio data management and performance analysis through historical data
Support the Company's IR function including the fundraising process
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Market Research: Perform industry and market research to identify new investment opportunities and assess market trends, risks, and growth potential.
Financial Modeling: Build and maintain financial models (e.g., discounted cash flow, precedent transaction, comparable company analysis) to support investment decisions and valuation processes.
Investment Reporting: Prepare investment memos, presentations, and reports for internal and external stakeholders, summarizing investment opportunities, key risks, and expected returns.
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New Client Acquisition – Proactively grow a portfolio of HNW/UHNW clients through strategic networking, targeted outreach, events, referrals, and consultative sales techniques.
Investment Product Sales & Distribution – Advise and distribute Crewstone’s suite of investment products and solutions, leveraging personal networks and client relationships to maximize reach and impact.
Financial Planning & Advisory – Deliver tailored investment advice and comprehensive wealth solutions that align with each client’s financial objectives, risk profile, and investment preferences.
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New Client Acquisition – Proactively grow a portfolio of HNW/UHNW clients through strategic networking, targeted outreach, events, referrals, and consultative sales techniques.
Investment Product Sales & Distribution – Advise and distribute Crewstone’s suite of investment products and solutions, leveraging personal networks and client relationships to maximize reach and impact.
Financial Planning & Advisory – Deliver tailored investment advice and comprehensive wealth solutions that align with each client’s financial objectives, risk profile, and investment preferences.
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Assist with investment memoranda, investment committee materials, deal structuring, and transaction execution.
At least 2 years of experience in private equity, investment banking, management consulting, transaction advisory, or a related investment-focused role.
Bachelor's degree in Finance, Economics, Business, Accounting, or a related discipline.
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Assist with investment memoranda, investment committee materials, deal structuring, and transaction execution.
At least 2 years of experience in private equity, investment banking, management consulting, transaction advisory, or a related investment-focused role.
Bachelor's degree in Finance, Economics, Business, Accounting, or a related discipline.
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Own the end-to-end project management: planning, staffing, execution, stakeholder management, budget and profitability.
Drive business development by developing proposals, leading client presentations, and building trusted relationships with Private Equity (PE) clients, portfolio companies, and corporates.
Provide team leadership & mentoring, supporting the development of junior consultants and ensuring delivery excellence.
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