17Capital

Financial Planning and Analysis

• Screen & analyse investment opportunities: Review preliminary information and conduct due diligence on underlying portfolio (by fund and/or company)
• Analysis of underlying portfolio managers, strategy, track record and investor base
• Build companies’ performance projections and cash flow models
• Assist in structuring and pricing of transactions and return underwriting
• Write summary investment memos and help the team to present to investment committee
• Assist in transaction execution and legal process
• Review information received on existing investments
• Coordinate with investee managers when required
• Write investment reviews for quarterly reporting
• Support the preparation of deal sourcing, fundraising, and investor update materials
• Screen, identify, and build relationships with appropriate deal flow targets
• Track and analyse performance of origination and marketing strategies
• Prepare materials for and participate in deal origination meetings
• Support the company’s values and culture
• Participate in strategic sessions and company offsites
• International travel as required for deal origination, monitoring and execution purposes

Investments Analyst