• Lead investments from origination through execution and value creation.
• Take a senior role with direct exposure to portfolio companies and the Board.

Sobre o nosso cliente

Our client is a growing investment management business operating within a broader ecosystem focused on private wealth, international investment and cross-border solutions in Portugal. Operating in an international and entrepreneurial environment, the organisation provides exposure to investment opportunities and private markets, offering the opportunity to play an active role in both new investments and the development of existing portfolio companies.

Descrição

• Source, screen and assess new investment opportunities;
• Lead detailed financial, commercial and strategic analysis of prospective investments;
• Lead due diligence workstreams and coordinate external advisers;
• Develop robust investment theses and appropriate transaction structures;
• Lead the preparation and presentation of Investment Committee proposals;
• Participate in the negotiation of transaction terms alongside management, Board members and advisers;
• Coordinate transaction execution from initial assessment through signing and completion;
• Actively monitor portfolio companies and overall investment performance;
• Monitor financial performance, liquidity, budgets, KPIs and key strategic milestones;
• Identify areas of underperformance and recommend appropriate corrective actions;
• Participate in portfolio-company governance when appropriate;
• Develop exit strategies and lead the relevant analysis and execution;
• Contribute to portfolio construction and allocation discussions;
• Supervise and support the development of junior members of the investment team.

Perfil ideal

• Degree in Finance, Economics, Management, Engineering or a related field;
• Minimum of 6 years of relevant professional experience in Private Equity, Venture Capital, Investment Banking, Asset Management, Corporate Finance or another investment-related environment;
• Demonstrable experience executing M&A or investment transactions;
• Strong financial modelling, valuation and deal structuring capabilities;
• Previous experience actively managing portfolio companies or investments will be highly valued;
• Strong understanding of financial statements, investment analysis and corporate finance;
• Strong commercial judgement and ability to assess investment opportunities from both a financial and strategic perspective;
• Confidence interacting with senior management teams, shareholders and external advisers;
• Leadership capabilities and previous experience supervising or developing junior professionals;
• High degree of autonomy, ownership and professional judgement;
• Professional proficiency in Portuguese and English is mandatory.

Vantagens

• A senior investment role with exposure to the full investment lifecycle;
• The opportunity to combine new deal execution with active portfolio management;
• Direct interaction with portfolio-company management teams, shareholders and senior decision-makers;
• Exposure to private-market investments and value-creation initiatives;
• The opportunity to lead transactions and contribute to investment and portfolio strategy;
• Leadership responsibilities within the investment team;
• An international and entrepreneurial working environment.