Principal Investment

Position Summary

The Principal Investment role entails leading deal origination, structuring, and execution, with a focus on fostering relationships, conducting due diligence, and driving profitable exits for small and medium-sized enterprises, contributing to sustainable growth and job creation.

Job responsibilities: 

Deal origination:

• Formulate and implement investment strategies, emphasizing targeted sectors.
  
• Lead detailed industry analysis (market size and growth, structure and value chain, competitive landscape etc.) for key target industries
• Lead deal origination efforts and develop a diversified pipeline
• Cultivate relationships with industry contacts, advisors, consultants, accounting firms, lawyers to help drive referral transactions.
• Develop relationship with C-level executives and business owners in the target industries

Deal structuring and execution:

• Evaluate and execute investment transactions (screening, valuation, structuring, term sheets, negotiations, documentation, value enhancement plan, and exit) to invest growth capital in small and medium-size enterprises with potential for profitable growth and
  sustainable job creation.
• Structure equity and quasi equity investments to invest long-term growth capital in small and medium-size enterprises with potential for profitable growth and sustainable job creation
• Prepare and present investment committee documentation
• Lead the due diligence exercise covering commercial, financial, tax, legal and technical consultants.
• Develop term-sheets and transaction documents including Shareholder Agreement, Share Subscriptions Agreement, Asset Purchase Agreement, Escrow Agreement and other similar agreements as required.

Post Deal Value Creation: 

• Develop structured value creation plans, engaging sponsors and fostering relationships to effectively enhance portfolio company value.
• Monitor and track portfolio company performance on a monthly basis and prepare reports for the CIO
• Generate annual portfolio performance and impact reports
• Manage and lead transaction terms.

Deal Exits:

• Champion strategic planning, execution, and identification of potential exit avenues for portfolio companies.
• Assess and optimize portfolio company performance, enhancing value pre-exit.
• Oversee due diligence processes, identifying key factors impacting successful divestments.
• Negotiate and execute exit transactions, maximizing returns and ensuring timely exits.

Education and Experience required: 

• Masters level degree or equivalent qualification in Business, Economics, Accounting, or related discipline from a recognized institution.
• At least 8 years of experience in Principal Investing, Impact Investing, Investment Banking, Corporate Finance, Management Consulting or an M&A group with a recognized national and/or multinational corporation.
• Experience in originating and executing private equity and/or corporate investment transactions as a principal investor or advisor
• Professional exposure of working in Pakistan