Investment Specialist

Posted on April 9, 2024
Overview

The Investment Specialist’s main role is to support the business growth and advise on the financial viability of start-ups in Berytech Support Programs. The Investment Specialist will be responsible for providing expert coaching and training workshops in matters related to Finance and Raising funds.

The position requires a fair level of knowledge in financial and investment management. It also requires the ability to work consistently while meeting urgent deadlines. The Investment Specialist will be part of the Investment Team and will collaborate closely with other functions such as Accelerator Management, Technical Assistance, Investor Relationship Management, Partnerships and Enabling Environment, and Monitoring & Evaluation.

FUNCTIONAL RESPONSIBILITIES

Your key responsibilities and accountabilities will include:

  • Lead on the support provided to innovators including determining company valuation and investment strategy, developing financial models, investment teaser/memorandum and pitch deck, and selecting the right investment sources.
  • Assist in identifying potential investment organizations (angel investor networks, VCs, etc.) and direct start-ups to them, and broker investment deals, build relationships.
  • Manage the financial planning and analysis effort of start-ups and forecast various metrics for financial risks and opportunities.
  • Assist in the preparation of feasibility studies and business plans for incubated start-ups, in the reporting of financial performance, and in the preparation of weekly, monthly, and annual financial reviews.
  • Assists the start-ups in setting monitoring and control systems and developing new processes to support growth.
  • Assist in the selection and review of investors/financiers and in the negotiation of the term sheet and company valuation to protect the interests of innovators.
  • Support in the development of work plans, Gantt charts, systems, tools, and processes related to Investment Readiness, Financial Brokering, and Investment Facilitation, and in the tracking of tasks progress v/s plan.
  • Prepare the presentations, modules, and workshops, amongst other activities related to Investment Readiness, Financial Brokering, and Investment Facilitation.
  • Conduct the review and analysis of all documentation submitted by innovators (financial, legal, business plans…) and in the facilitation of investment to the innovators in the region.
  • Draft high-quality minutes of all meetings held with innovators, investors, and other financiers.
  • Document and keep track of all identified local and regional funding sources and partnerships.
  • Document identified funding solutions (including guarantee instruments, crowdfunding, debt financing, grants with milestones, equity financing, and reimbursable grants) and review related documentation where necessary.
  • Administer and organize all relevant documentation and MOUs.
  • Support in other areas of the program, as deemed necessary by Management, including the launch of new Calls for Innovation, and in the innovation selection process.
  • Maintain up-to-date and accurate data collection and use the management information systems in place.

Required Knowledge, Skills and Abilities

  • Education: Bachelor’s degree in finance, Economics, Business, or a related field. Master’s degree or CFA designation or Level 1 completion is a plus.
  • Experience: At least 6 to 8 years of experience in the fields of financial analysis, financial modeling, and investment management. Experience in Investment banking, financial consultancy or Corporate Banking would be an added advantage.
  • Language: Fluent in Arabic and English, French is a plus.

Additional Skills:

  • Strong analytical and quantitative skills, with a solid understanding of financial statements, financial modeling, and valuation techniques.
  • Proficiency in financial analysis tools and software, such as Excel, and other investment research platforms.
  • Excellent research abilities with the capability to gather and interpret data from various sources.
  • Excellent organizational and project management skills.
  • Strong written and verbal communication skills, with the ability to articulate complex investment concepts in a clear and concise manner.
  • Detail-oriented with a high level of accuracy in financial analysis and reporting.
  • Ability to work effectively under pressure, meet deadlines, and manage multiple priorities.
  • Knowledge of regulatory and compliance requirements related to investments is desirable.
  • Strong ethical standards and commitment to maintaining confidentiality.
  • Ability to effectively communicate financial information to non-financial managers.
  • Strong problem-solving skills, with the ability to identify and analyze investment risks, opportunities, and challenges.

APPLICATION PROCESS

Interested applicants meeting all the above requirements are to submit their applications below.
APPLY HERE

Only shortlisted candidates will be contacted.

About Berytech

Berytech is an ecosystem for entrepreneurs, providing a dynamic environment for the creation and development of startups and SMEs, fostering innovation, technology and entrepreneurship in Lebanon.