Financial Investment Specialist
Vor 5 Tagen
About Stableton Financial AG
We empower investors and entrepreneurs to achieve full potential through our award-winning growth equity fintech investment platform.
Our team of over 25 professionals across Zurich, Zug, Berlin, and Riga delivers institutional-grade quality in every endeavor. We provide superior access to growth equity and pre-IPO deals and portfolios, with a focus on secondaries.
Role Overview
As a Financial Investment Specialist, you will play a critical role in sourcing, evaluating, and executing direct secondary transactions in top tech unicorns. You will drive the investment process, working closely with internal and external stakeholders, leading due diligence efforts, and supporting strategic initiatives to enhance our investment capabilities.
Key Responsibilities:
- Lead the sourcing, evaluation, and execution of direct secondary transactions, managing the investment process from start to finish.
- Develop and refine investment theses by conducting market research and company analysis.
- Engage with investors, founders, brokers, and other stakeholders to identify and assess investment opportunities.
- Oversee due diligence efforts, including financial modeling, legal review, and risk assessment.
- Support capital-raising activities by preparing investment materials and managing relationships with prospective investors.
- Closely collaborate with cross-functional teams to ensure efficient deal execution and post-investment monitoring.
- Contribute to refining internal processes and frameworks to improve investment decision-making and operational efficiency.
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