Responsibilities

• Conduct initial screening of inbound deal opportunities across private credit, private equity, and real estate-backed transactions.
• Prepare deal one-pagers and preliminary screening memos summarising commercial rationale, key risks, and indicative returns.
• Build and maintain deal pipeline trackers; ensure all opportunities are logged, categorised, and progressed.
• Support due diligence: assemble data room indexes, draft DD question lists, coordinate with external advisors (legal, tax, valuation).
• Assist in drafting Investment Committee materials and supporting financial analysis.
• Own the quarterly portfolio review cycle: collect data from investee companies, build review packs, and flag variances against the original investment thesis.
• Perform financial review of investee company management accounts, covenant compliance, and operating KPIs; elevate issues to the CEO and CIO.
• Maintain the ...