Fund Manager / Lead Investor / Capital Advisor

About the role

The Fund Manager / Lead Investor / Capital Advisor is responsible for shaping and executing investment strategies, allocating capital, and providing strategic guidance on financing decisions. This senior position combines rigorous investment analysis, portfolio oversight, risk management, and stakeholder relationship building to drive sustainable financial performance.

Key responsibilities

• Develop and implement investment strategies that align with defined objectives, risk limits, liquidity needs and market conditions.
• Evaluate investment opportunities across asset classes, industries and financial instruments, assessing risk‑return profiles.
• Monitor portfolio performance, review asset allocation, and recommend adjustments to optimise returns.
• Lead due‑diligence activities, investment committee discussions, transaction analysis and negotiations.
• Prepare financial models, valuation analyses, investment memoranda, portfolio reports and scenario analyses.
• Identify and manage investment risks through sensitivity testing, concentration monitoring and risk‑mitigation measures.
• Build and maintain relationships with investors, financial institutions, portfolio companies and other stakeholders.
• Support transaction execution, capital raising, M&A, strategic investments and joint ventures as required.

Required profile

• Significant experience in investment analysis, portfolio management, private equity or capital advisory.
• Strong understanding of financial markets, asset classes and valuation techniques.
• Proven ability to conduct rigorous due‑diligence and present clear investment recommendations.
• Excellent communication skills for interacting with senior stakeholders and investors.
• Advanced degree in finance, economics, business or related field preferred.

Required skills

• Financial modeling
• Valuation analysis
• Advanced Excel