一家独立的全方位金融服务与商业咨询公司,提供战略业务咨询、创新风险管理解决方案、专业资本服务等。其业务涉及为企业提供商业规划、业务连续性、风险管理、资本市场运作等方面的建议与服务,也为个人提供财务规划、资产管理、退休收入及保险服务等。公司致力于为客户定制化财富管理方案,使命是在客户规划未来时保障其最大利益。
线上
8周/12周
● Conduct market research to understand the space and investment thesis fit for new lPO's.
● Lead sourcing and evaluating actionable investment opportunities in the financial sector.
● Develop and advance business relationships.
● ldentify M&A and strategic opportunities for existing portfolio companies.
● Provide detailed due diligence on potential strategic growth opportunities including initial meeting, review of performance, attribution analysis,financial review,and creation of detailed fund revaluation.
● Review and monitor Private Equity Data/Risk metrics.
● Coordinate all aspects of transaction execution and deal closing process with Senior Management.
● Prepare investor communications, including but not limited to financial forecasts, reporting,and financial estimates.
● Oversee backtesting of investments analytical framework and cash flow forecasts.
● Manage the acquisition pipelines for current portfolio companies.
● Prepare investment committee reports to present to senior management.
● 拥有相关领域的学士学位或同等经验。
● 熟悉 Microsoft Excel软件。
● 具备调研能力,能够识别用于潜在客户开发的新公司和人员。
● 有业务拓展经验者优先,但并非必需条件。必须愿意通过电话沟通来取得工作成果。
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