Investment Associate Ali & Sons

Key Responsibilities:

• Conduct research, screening, and due diligence on private market fund managers across various strategies (Buyout, Growth, Venture, Credit, and Infrastructure).
• Assist in developing investment memos and presentations for Investment Committee (IC) approval.
• Analyze fund track records, investment strategies, portfolio construction, and key value drivers.
• Engage with General Partners (GPs), industry experts, and network contacts to assess manager capabilities and reputation.
• Support negotiations of fund terms, fee structures, and side-letter agreements with fund managers.

Direct Investments & Co-Investments

• Evaluate direct investment and co-investment opportunities with fund managers and investment partners.
• Assist in financial modeling, valuation analysis, and risk assessments for direct investments.
• Support due diligence processes, including commercial, financial, and operational analysis.
• Work with internal and external advisors to structure deals and prepare investment proposals.

M&A and Ad-Hoc Investment Projects

• Participate in M&A due diligence and strategic investment evaluations.
• Assess market trends, competitive landscape, and valuation benchmarks.
• Contribute to investment structuring, deal execution, and transaction negotiations.

Portfolio Monitoring & Performance Tracking

• Help monitor and analyze the performance of existing fund investments and direct investments.
• Assist in maintaining investment dashboards, tracking NAV changes, distributions, and IRR performance.
• Participate in regular review meetings with GPs and investment partners to assess fund performance.
• Identify risks and key trends to optimize portfolio decision-making.

Relationship Management & Market Intelligence

• Build and maintain relationships with GPs, co-investors, industry experts, and service providers.
• Stay updated on industry developments, market trends, and new investment opportunities.
• Represent the firm at investment conferences, GP meetings, and networking events.