Investment Client Coverage Manager

Who We Are:

Crewstone International is a private equity and investment firm specializing in fund management capital raising and advisory services. We connect global investors with highpotential opportunities while ensuring regulatory compliance and operational excellence. Our experienced team drives growth and value creation across industries making Crewstone a trusted partner for tailored investment solutions.

What will you do:

Client Coverage and Deal Sourcing

• Identify and evaluate potential investment opportunities aligned with Crewstones services such as fundraising fund setup and structuring in key sectors like logistics healthcare green technology ecommerce and capital markets.
• Build and maintain strong relationships with institutional investors family offices and highnetworth individuals ensuring a thorough understanding of their needs and offering tailored solutions.
• Source highquality deals and investment leads by leveraging Crewstones network of regulators financial institutions and government agencies.
• Promote Crewstones services including fund structuring and capital raising to prospective clients fostering relationships that drive business growth.
• Collaborate with internal teams to evaluate sourced opportunities and support deal negotiation and processes.

SellSide Advisory and Investment Analysis

• Prepare compelling investment pitch decks and financial due diligence reports to support sellside mandates and attract potential investors.
• Conduct comprehensive investment analysis and due diligence ensuring accurate financial modeling risk assessment and valuation to support transaction .
• Work closely with clients to understand their financial and strategic goals providing tailored advisory solutions that maximize transaction value.
• Assist in managing the endtoend sellside process from initial client engagement through deal closure ensuring alignment with regulatory and compliance standards.

Investor Relations and Fundraising

• Cultivate longterm relationships with current and prospective investors through proactive communication ensuring engagement and satisfaction.
• Coordinate and assist in preparing materials for fundraising activities including pitch decks presentations and roadshows.
• Facilitate investor meetings calls and events addressing inquiries related to fund performance investment strategies and market trends.
• Lead and support fundraising efforts expanding Crewstones investor base through strategic outreach and participation in investor conferences and events.
• Ensure compliance with regulatory standards and best practices in all investor communication and fundraising activities.

Who are we looking for:

• Possess a Bachelors Masters or PhD degree in Finance Economics Business Administration or a related field.
• Prior experience in client coverage wealth management or sellside advisory is a strong plus.
• At least 3 years of relevant work experience in private equity investment banking or financial advisory.
• Strong financial analysis investment due diligence and presentation skills.
• Excellent written and verbal communication skills.
• Ability to work independently and collaboratively in a fastpaced environment.

Key Skills
Financial Services,Financial Concepts,Intellectual Property Law,Investment Experience,Asset Management,Securities Law,Investment Management,Private equity,Financial Modeling,Bloomberg,Project Management Lifecycle,Financial Planning
Employment Type : Full Time
Experience: years
Vacancy: 1