Retained Responsibilities typically include:

(Depending on the negotiated retainer and needs of the company) 

A.  Investment Strategy 

• Engages in regular research and reading to stay apprised about the state of local and international economy, global financial markets, and general current events

• Maintains current knowledge about financial products available to corporate and individual clients, including bonds, stocks, investments, and trusts

• Review the investment strategy on an ongoing basis to ensure that its execution is aligned with the investment objectives of the said strategy 

• Determine if the investment strategy needs to be slightly adapted, if requested, to the emergence of recent trends that may become long term trends 

B. Deal Origination

• Pre-qualify and manage status updates of any shelved but potential investment opportunities

• Maintain a network of investment bankers, exempt market dealers, business agents and advisors and other similar circles where necessary

• Research and maintain memberships to various organizations and investment networks as they relate to private equity, angel investments, M&A, family offices etc. depending on the specific investment mandate of the fund

C. Investment Due Diligence 

• Prepare investment due diligence requirements as customized to each unique investment opportunity and review investment data room to ensure all required information are provided as duly requested

• Works closely with investment analysts to assess financial information and investment opportunities

D. Deal Execution

• Presents investment opportunities and related analysis while pitching proposed course of action in meetings with the team

• Uses and evaluates complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals

• Makes decisions about financial and investment opportunities on behalf of the fund

• Meets with an investment team, including analysts and other managers, to stay up-to-date about market situations and company decisions that may impact one another

E. Fund Management 

• Develops relationships with LPs and expands LP network in professional and social settings

• Specializes in a particular field or industry to aspire to achieve expert level know how