Strategy and Investment Manager
Core
Lead investment research and strategic due diligence on software and technology companies to support multi-million dollar investment decisions.
Role type
Senior IC strategy and investment analyst
Builds
Fundamental research reports, strategic screening materials, and data products for investors and corporates
Domain
Technology investment / B2B Software due diligence
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
strategic thinking, quantitative analysis, financial research, expert interview management, process improvement, data synthesis, presentation development
Preferred skills
passion for technology and innovation, ability to work independently in fast-paced environments
Technologies
Excel
Responsibilities
Lead research and data product development on software & technology companies; Manage and mentor a growing team of analysts and associates; Conduct in-depth fundamental research and strategic due diligence on public and private software and technology companies; Monitor target companies regularly and support the screening of new opportunities; Deliver high quality and valuable deliverables that will support decision making on multi-million investments; Drive process improvement initiatives and support the enhancement of research workflows and methodologies