Portfolio Strategist

Job Title: Portfolio Strategist

About the Role:

We are seeking a dynamic investment professional to play a key role in deal execution, client management, and strategic growth. The ideal candidate will have a strong track record in M&A, fundraising, and corporate finance.

Key Responsibilities:

• Lead end-to-end transaction management, including due diligence, negotiations, regulatory filings, and closing documentation.
• Execute deals across M&A, private equity, venture capital, ECM, and DCM.
• Build and manage investor relationships with VCs, PEs, family offices, corporates, and angel networks.
• Prepare pitch decks, CIMs, business plans, teasers, and financial models for fundraising.
• Conduct deep sector research (technology, infrastructure, healthcare, manufacturing, BFSI, etc.) to identify opportunities.
• Deliver impactful presentations at investor forums, conferences, and client discussions.
• Collaborate with legal, tax, and compliance teams for seamless deal structuring and execution.

Required Skills & Qualifications:

• Strong knowledge of financial modelling, valuation (DCF, comparables, precedent transactions), and deal structuring.
• Expertise in corporate finance, capital markets, IPOs, and debt/equity instruments.
• Advanced Excel & PowerPoint skills for financial models and investor decks.
• Excellent market research, business due diligence, and sector analysis skills.
• Proven ability in client relationship management and business development.
• Strong communication, negotiation, and problem-solving skills.

Benefits:

The ideal candidate will enjoy a competitive salary package, excellent career prospects, and the opportunity to work with a leading provider of innovative solutions.

Others:

Discoveries Quintessential is an equal opportunities employer. We welcome applications from diverse backgrounds and encourage candidates to apply.