Head of Investment

Job description / Role

A new opportunity has come with a fast growing family owned holding firm located in the UAE. Our client is looking for a Head of Investment who will lead the operations of the Investments and portfolio team. He/She will carry out all activities relating to identifying, originating, assessing, analysing and tracking investment deals and also be responsible for any other deals as assigned by the CEO/Board of Directors. He/She has end-to-end for transactions, working under the guidance of the CEO and will also execute the responsibilities related to Portfolio Management.

• Keep abreast of latest developments in target markets and sectors to spot opportunities
• Cultivate relationships with industry participants to source potential deals
• Preliminarily identify investment opportunities and gather relevant information about the opportunity
• Routinely bring investment opportunities to the CEO for his appraisal and decision-making
• Follow the investment process in developing analysis & documentation for new deals based on the guidance of the CEO
• Supervise a team build financial models, gathering and analyzing data, and preparing presentations and research
• Develop Preliminary Investment Proposals (PIP) and Final Investment Proposals (FIP) for ongoing deals to present to the Investment Committee
• Track progress of deals through the deal flow cycle and record status at various points in time
• Lead the diligence process and evaluate new investments, co-investments and secondary transactions
• Coordinate all middle-office and back-office functions required to close deals
• Based on the CEO guidance & approval, structure a deal, draw up the legal documentation and execute the investment
• Identify divestment opportunities for portfolio companies in accordance with goals
• Create divestment report and obtain divestment mandate
• Successfully execute divestments
• Liaise effectively with the external parties to perform tasks and serve as a single point of contact for interactions on ongoing deals
• Manage day-to-day functioning of the Investments & Portfolio Management teams
• Lead key functions such as administration, budgeting & finance, human resources management, etc.
• Review, monitor & analyze the performance of the financial investments of the company, including legacy investments
• Conduct analysis of market data (e.g., curves, prices, volumes) used to value portfolio positions
• Monitor risk exposure of the investment portfolio, inform CEO of risks outside of defined levels, carry out risk mitigation and management based on set guidelines
• Prepare reports for the top management to inform about portfolio performance and aid decision-making
• Prepare reports for shareholders or other stakeholders in order to provide necessary information on a case-by-case basis
• Executes financial investment transactions as per CEO guidance
• Investment Screening
• Managing the process of establishing a new business
• Financial and Market Feasibility Study (including macro-economic analysis, market analysis, financial modeling, risk analysis and preparing report)
• Business Plan (including business idea development, macro-economic analysis, market analysis, operational and market strategies development, financial modeling, risk analysis and preparing report)
• Business Valuation (including macro-economic analysis, market analysis, Historical Financial Performance analysis, financial modeling and the report)
• Financial Due Diligence
• Cost Management Study
• Identify new business opportunities (consultancy projects)
• Review prospective client inquires and request for proposal
• Prepare the Technical and Financial Proposal for the Prospective Client
• Manage the execution of consultancy project for external clients (including management of project team, project budge, project billing, client relationship)
• Management the implantation of consultancy project from the client-side

Requirements

To be considered for this role, you need to meet the following criteria:
• At least 10 years of experience in Investment with exposure to various asset classes in a very diversified market within UAE, GCC, Europe, US and Asia
• Highly preferred to have worked in a family owned business in the UAE
• Experience in identifying, sourcing and developing new investment opportunities
• Relevant professional experience in investments, private equity
• Strong practical experience in structuring, negotiating and monitoring investments and transactions
• Strong understanding of and experienced in building financial models for valuations and financial returns analysis
• CFA / MS/ MBA / Masters in Finance from a top university is preferred
• Investment certifications are a plus
• Excellent oral and written communication skills in English including a demonstrated ability to communicate ideas clearly and confidently with good presentation skills

Candidates who are based outside UAE are welcome to apply provided that you meet the above criteria.

About the Company

Black Pearl is a human resources and recruitment agency that provides a holistic business and talent solution in a progressive, dynamic, and efficient way.

We pride ourselves as a unique black pearl and strive to delight our clients with a personalized partnership that helps them propel towards success.

Whether you need to find top talent, your next great job opportunity, or a consulting solution for managing your business, engaging employees, evolving your work culture, planning your people strategy, or resourcing challenges, we can help.