About this role

The Investment Manager will provide investment research, analysis, due diligence, and advisory support to the Principal on an ad hoc basis.

The role will involve identifying suitable investment opportunities, assessing their financial viability and associated risks, conducting due diligence, and providing clear recommendations to support the Principal’s investment decisions.
The Investment Manager will also monitor existing investments, track performance, identify potential risks or opportunities, and coordinate with financial advisers, accountants, lawyers, investment firms, fund managers, and other professional advisers where required.
The role requires strong financial judgement, discretion, commercial awareness, and the ability to assess investment opportunities objectively while protecting the Principal’s capital and long-term financial interests.

Investment Research and Opportunity Identification:

Research and identify potential investment opportunities based on the Principal’s investment objectives, risk appetite, and financial priorities.
Review opportunities across relevant asset classes, including equities, fixed income, funds, real estate, private businesses, and other investment opportunities as required.
Conduct market and industry research to assess trends, opportunities, and potential risks.
Present viable opportunities to the Principal with clear analysis and recommendations.

Investment Analysis and Due Diligence:

Conduct financial and commercial analysis of proposed investments.
Review investment proposals, business plans, financial statements, valuations, projections, and relevant supporting documents.
Assess the financial health, profitability, sustainability, and growth potential of investment opportunities.
Conduct or coordinate appropriate due diligence on companies, promoters, investment managers, funds, properties, and other investment opportunities.
Identify potential financial, operational, regulatory, legal, reputational, and liquidity risks.
Work with the Lawyer and other professional advisers to ensure appropriate legal and regulatory due diligence is completed.

Investment Recommendations:

Prepare clear investment briefs and recommendations for the Principal.
Present the potential return, risks, investment period, liquidity considerations, and other relevant factors for each opportunity.
Provide comparative analysis where multiple investment opportunities are being considered.
Clearly distinguish between facts, assumptions, projections, and professional opinions.
Recommend whether an opportunity should be pursued, further investigated, negotiated, or declined.

Investment Monitoring:

Monitor the performance of the Principal’s existing investments as required.
Track investment returns, maturity dates, distributions, capital calls, and other relevant milestones.
Review periodic reports received from investment managers, fund managers, companies, or other counterparties.
Identify underperformance, emerging risks, or material changes that may require the Principal’s attention.
Provide timely updates and recommendations where an existing investment requires review or action.

Financial and Commercial Risk Management:

Assess the potential downside and risk exposure associated with proposed investments.
Review investment structures and identify potential areas of financial or commercial concern.
Consider liquidity, concentration, currency, counterparty, market, and other relevant risks.
Recommend appropriate safeguards or conditions before an investment is made.
Escalate material concerns to the Principal promptly.

Investment Documentation and Coordination:

Review investment term sheets, offer documents, subscription documents, investment memoranda, and other relevant materials from a financial and commercial perspective.
Coordinate with the Principal’s Lawyer, Accountant, Financial Adviser, Investment Adviser, and other professionals where specialist input is required.
Maintain an organised record of investment opportunities considered, investments approved, supporting documents, and ongoing monitoring information.
Track key dates, obligations, returns, and reporting requirements.

Reporting to the Principal:

Provide concise and well-structured investment reports and updates.
Prepare investment summaries showing the amount invested, expected returns, investment period, risks, and current status.
Immediately communicate material changes, concerns, missed obligations, or significant developments affecting an investment.
Provide recommendations based on current information and market conditions.
Key Performance Indicators

Performance will be assessed based on:

Quality of Investment Research: Relevance and reliability of investment opportunities presented.
Due Diligence: Thoroughness of financial, commercial, and risk assessments.
Investment Analysis: Accuracy and clarity of financial projections, valuations, and risk-return analysis.
Decision Support: Quality and objectivity of investment recommendations provided to the Principal.
Risk I

Investment Manager