Lead due diligence and investment execution for overseas renewable energy and infrastructure assets, including financial modeling, project finance, fund formation, asset management, and guidance of team members.
About this role
Based in the PB Strategy Department’s Family Business Consulting Section, this role advises owners of listed companies, their families, and ultra-high-net-worth clients on family-business matters. It works with front-office relationship managers and specialists inside and outside the firm to shape proposals around each client’s issues rather than around a fixed product. The work sits at the intersection of client advisory, family-business consulting, and investment-banking-related solutions.
Responsibilities include organizing client needs, examining and proposing solutions, preparing proposal materials, coordinating with internal departments and external law firms, tax accountant firms, and consulting firms, and producing internal training content or delivering training. The posting requires experience in the listed duties or investment banking work for listed companies involving M&A, fundraising, IPOs, or capital policy. Microsoft Excel, PowerPoint, and Word skills are also required.
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