Investment Director, Investment Company

Summary

As an Investment Director , you will take a senior leadership role in evaluating, structuring, and executing investment and M&A transactions within an Investment Firm. You will be responsible for leading complex transactions, shaping investment strategies, overseeing transaction execution, and managing senior-level relationships with clients, investors, financial institutions, and other stakeholders. The role combines investment analysis, transaction structuring, M&A execution, portfolio management, and strategic decision-making across a broad range of investment opportunities and geographies.

In addition to transaction responsibilities, the Investment Director will participate in the governance of portfolio companies, including serving as a Board Director on the boards of portfolio companies and contributing to key strategic, financial, and corporate decisions.
Responsibilities:

- Lead the evaluation, structuring, and execution of complex investment and M&A transactions.

- Develop investment strategies, transaction structures, valuation frameworks, and investment theses.

- Take overall responsibility for transaction execution from initial assessment through due diligence, negotiations, documentation, and closing.

- Lead negotiations with senior-level clients, investors, financial institutions, strategic counterparties, and advisors.

- Evaluate financial, commercial, strategic, and transaction risks and develop appropriate mitigation strategies.

- Review and challenge financial models, valuations, investment cases, due diligence findings, and key transaction assumptions.

- Lead and coordinate legal, financial, tax, technical, commercial, and other external advisors.

- Prepare and present investment recommendations, investment committee materials, transaction proposals, and strategic analyses to senior stakeholders.

- Oversee the preparation, review, negotiation, and execution of transaction documentation, including term sheets, offers, investment agreements, acquisition agreements, financing documentation, shareholder agreements, and other relevant legal and transaction documents.

- Manage transaction teams and oversee the work of Vice Presidents, Associates, and Analysts.

- Provide strategic direction and ensure high-quality execution across multiple transactions.

- Monitor the performance and strategic development of portfolio companies.

- Participate as a Board Director on the boards of portfolio companies, contributing to strategic, financial, governance, and corporate decisions.

- Review portfolio company performance, business plans, budgets, financing requirements, and strategic initiatives.

- Work closely with management teams of portfolio companies and other shareholders on key strategic matters.

- Contribute to investment decisions, portfolio strategy, capital allocation, and risk management.

- Represent the Investment Firm in discussions with senior external stakeholders and counterparties.

Requirements:

- Bachelor's or Master's degree in Finance, Economics, Business, or a related field.

- CFA qualification or progress toward CFA is considered an advantage.

- 10+ years of relevant experience in investment banking, private equity, investment management, M&A, corporate finance, transaction advisory, or a related field.

- Proven track record of leading and executing complex investment, M&A, financing, or strategic transactions.

- Strong expertise in reviewing financial models, valuations, investment cases, due diligence, transaction structuring, and investment analysis.

- Extensive experience managing transaction processes and leading multidisciplinary teams.

- Strong understanding of transaction documentation and ability to lead negotiations on key commercial and financial terms.

- Demonstrated experience working with senior-level clients, investors, financial institutions, shareholders, and management teams.

- Experience with portfolio company oversight and corporate governanc