Investment Director, Investment Company

Summary

As an Investment Director, you will take a senior leadership role in evaluating, structuring, and executing investment and M&A transactions within an Investment Firm. You will be responsible for leading complex transactions, shaping investment strategies, overseeing transaction execution, and managing senior-level relationships with clients, investors, financial institutions, and other stakeholders. The role combines investment analysis, transaction structuring, M&A execution, portfolio management, and strategic decision-making across a broad range of investment opportunities and geographies.

In addition to transaction responsibilities, the Investment Director will participate in the governance of portfolio companies, including serving as a Board Director on the boards of portfolio companies and contributing to key strategic, financial, and corporate decisions.

Responsibilities:

• Lead the evaluation, structuring, and execution of complex investment and M&A transactions.
• Develop investment strategies, transaction structures, valuation frameworks, and investment theses.
• Take overall responsibility for transaction execution from initial assessment through due diligence, negotiations, documentation, and closing.
• Lead negotiations with senior-level clients, investors, financial institutions, strategic counterparties, and advisors.
• Evaluate financial, commercial, strategic, and transaction risks and develop appropriate mitigation strategies.
• Review and challenge financial models, valuations, investment cases, due diligence findings, and key transaction assumptions.
• Lead and coordinate legal, financial, tax, technical, commercial, and other external advisors.
• Prepare and present investment recommendations, investment committee materials, transaction proposals, and strategic analyses to senior stakeholders.
• Oversee the preparation, review, negotiation, and execution of transaction documentation, including term sheets, offers, investment agreements, acquisition agreements, financing documentation, shareholder agreements, and other relevant legal and transaction documents.
• Manage transaction teams and oversee the work of Vice Presidents, Associates, and Analysts.
• Provide strategic direction and ensure high-quality execution across multiple transactions.
• Monitor the performance and strategic development of portfolio companies.
• Participate as a Board Director on the boards of portfolio companies, contributing to strategic, financial, governance, and corporate decisions.
• Review portfolio company performance, business plans, budgets, financing requirements, and strategic initiatives.
• Work closely with management teams of portfolio companies and other shareholders on key strategic matters.
• Contribute to investment decisions, portfolio strategy, capital allocation, and risk management.
• Represent the Investment Firm in discussions with senior external stakeholders and counterparties.

Requirements:

• Bachelor's or Master's degree in Finance, Economics, Business, or a related field.
• CFA qualification or progress toward CFA is considered an advantage.
• 10+ years of relevant experience in investment banking, private equity, investment management, M&A, corporate finance, transaction advisory, or a related field.
• Proven track record of leading and executing complex investment, M&A, financing, or strategic transactions.
• Strong expertise in reviewing financial models, valuations, investment cases, due diligence, transaction structuring, and investment analysis.
• Extensive experience managing transaction processes and leading multidisciplinary teams.
• Strong understanding of transaction documentation and ability to lead negotiations on key commercial and financial terms.
• Demonstrated experience working with senior-level clients, investors, financial institutions, shareholders, and management teams.
• Experience with portfolio company oversight and corporate governance is strongly preferred.
• Previous experience serving on a Board of Directors / Supervisory Board is an advantage.
• Strong strategic and commercial judgment, with the ability to evaluate complex investment opportunities and make informed decisions.
• Excellent leadership, negotiation, communication, and stakeholder-management skills.
• Fluency in Russian and English is essential; additional languages are an advantage.
• Transaction list must be provided as part of the application, detailing relevant transactions and the candidate's role in each transaction.