Investment Associate

OVERVIEW

Contributes to and supports aspects of venture capital investing including market, competitor and technology landscaping, IP landscaping, detailed financial modeling w/sensitivities, data room review, interviews with investee target management and personnel, reference calls, maintaining due diligence tracking, portfolio reporting. Contributes to deal sourcing activity through attending of conferences and via desk research.

Identifies and executes opportunities within their defined region in conjunction with the global AV team. Focus is on investments relevant to AV investment scope in North America.

• Origination
  • Develops and maintains networks within the start-up and venture capital (VC) communities, industry, and innovation centers.
  • Sources deal flow through multiple channels – networks, conferences, trade press, and desk research. Prioritizes deal flow based on quality, fit, strategic value considerations and economic soundness.
  • Maintains deal flow database.
• Investment
  • Supports the creation and maintenance of Investment Theses
  • Supports opportunity assessment and due diligence processes for corporate venture capital investments, with support from senior personnel, e.g. market, competitor and technology landscaping, IP landscaping, financial modeling, data room reviews, interviews with investee target management and personnel, reference calls, maintaining due diligence tracking, and finalization of all legal documents with external and internal counsel.
  • Drafts investment memoranda and presentations for all stage-gates of the investment process, including Sense Checks, Fast Forwards, the Management Advisory Committee (MAC), the Investment Advisory Committee (IAC) and the AV Guernsey board.
• Portfolio Management
  • Supports deal leads in all technology deployment and commercialization activities with Aramco SME’s and business units.
  • Supports deal leads in developing recommendations for follow-on investment and exit recommendations, and shareholder actions, through research and analysis.
  • May be assigned board observer status for the board of directors in portfolio companies.
  • Drafts investment memoranda and presentations to MAC/IAC and the AV Guernsey Board for follow-on investments and exits.
• Reporting & Communication
  • Supports reporting of portfolio company performance to regional and HQ AV management via verbal and written communications.
  • Ensures transaction documents are on file and maintained as required by AV investment handbook to levels of audit best practice.
  • Performs other related duties as assigned.

• Bachelor's degree in Engineering or Sciences and/or Management or Finance from a reputable university. Master’s degree preferred.
• Developing knowledge of core concepts in competitive and market strategy, technology commercialization, intellectual property, financial analysis, investment analysis, valuation, negotiation, due diligence, start-up management, and governance.
• Ability to:
  • Conduct investment opportunity research and screening.
  • Provide financial modeling and valuation support.
  • Conduct preliminary due diligence.
  • Understand technology and value propositions
  • Assist in deal structuring and documentation.
  • Support investment memorandum preparation.
  • Track portfolio company performance data.
  • Perform market and sector analysis.
  • Prepare presentation materials for investment committees.
  • Coordinate data requests with portfolio companies.
  • Monitor industry trends and competitive landscapes.
  • Support the investment team in transaction processes.
  • Ensure data accuracy in investment reports.
  • Support exit strategy documentation.
  • Assist in stakeholder communication and updates.
  • Learn and develop technical investment skills.
• Typically, at least four years of experience in venture capital, corporate venture capital, corporate development, consulting, investment banking, private equity, start-up leadership or related fields.
• Experience in venture capital or corporate venture capital preferred.
• Experience in energy or industrial sectors preferred.
• International experience desirable.
• Must be able to comprehend and communicate accurately, clearly and concisely in English.