Principal Investment

Position Summary

The Principal Investment role entails leading deal origination, structuring, and execution, with afocus on fostering relationships, conducting due diligence, and driving profitable exits for smalland 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, termsheets, negotiations, documentation, value enhancement plan, and exit) to invest growthcapital 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 smalland medium-size enterprises with potential for profitable growth and sustainable jobcreation
• Prepare and present investment committee documentation
• Lead the due diligence exercise covering commercial, financial, tax, legal and technicalconsultants.
• Develop term-sheets and transaction documents including Shareholder Agreement, ShareSubscriptions Agreement, Asset Purchase Agreement, Escrow Agreement and othersimilar agreements as required.

Post Deal Value Creation:

• Develop structured value creation plans, engaging sponsors and fostering relationshipsto effectively enhance portfolio company value.
• Monitor and track portfolio company performance on a monthly basis and preparereports 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 forportfolio companies.
• Assess and optimize portfolio company performance, enhancing value pre-exit.
• Oversee due diligence processes, identifying key factors impacting successfuldivestments.
• 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, orrelated 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 nationaland/or multinational corporation.
• Experience in originating and executing private equity and/or corporate investmenttransactions as a principal investor or advisor
• Professional exposure of working in Pakistan