Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Investment Manager driving fund investments at Sarona Asset Management across Indonesia and Indo-Pacific, focusing on climate resilience and gender equality. Collaborating with teams for effective investment execution.
Responsibilities
- Source, screen, and assess fund investment opportunities in Indonesia and other Target Countries aligned with ADI’s mandate.
- Lead commercial and financial due diligence processes, while coordinating with Sarona’s Impact and ESG teams for their respective assessments.
- Lead, with supervision, the structuring, negotiation, and closing of investments.
- Prepare investment proposals and present to Sarona senior management and the ADI Investment Committee.
- Monitor fund and portfolio performance; engage with fund managers to identify value-add opportunities and manage risks.
- Ensure other team members are consistently updated on pipeline and monitoring activities via Slack channels.
- Keep Sarona systems (e.g., Salesforce and internal Excel databases) updated as needed.
- Conduct research on investment trends, fund structures, and climate finance developments in Indonesia and the Indo-Pacific region.
- Build and maintain strong relationships with fund managers, co-investors, DFIs, and ecosystem partners.
- Collaborate with Sarona’s dedicated Impact team to integrate gender and climate objectives into investment analysis and monitoring.
Requirements
- Minimum 10 years of relevant experience in private equity, venture capital, and/or impact investing.
- Proven track record in fund-of-funds investing and familiarity with fund structuring; direct investing experience is a plus.
- Recent exposure to climate finance a strong plus.
- Demonstrated understanding of impact investing and development finance, ideally with experience in emerging markets.
- Strong analytical and financial modeling skills, with the ability to assess investment opportunities and interpret fund financials.
- Excellent communication skills in English and Bahasa Indonesia (written and verbal).
- Proactive, organized, and detail-oriented, with the ability to manage multiple priorities and stakeholders.
- A strong team player with experience working in a deal team environment and engaging a range of stakeholders (e.g., DFIs, fund managers, ecosystem partners).
Benefits
- Opportunity to work on a flagship blended finance mandate in one of the most dynamic impact investing markets in the world.
- Exposure to global investment processes and senior leadership.
- Professional growth and learning opportunities in impact investing, climate finance, and development finance.
- A values-driven, collaborative, mission-oriented team environment.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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