VP Investment
Reporting: GC Investment Committee
Duties:
- Figures in brackets suggest the amount of time that should be spent on each activity.
- Investment Tracker Pipeline (10%)
- Populate tracker with any opportunities that suit the corporate philosophy
- Ad - hoc requests brought to them by the GC IC and other senior members
- Ensure tracker is updated and circulated 24 hours ahead of meetings along with Agenda
- Weekly GC IC Meetings (20%)
- Prepare weekly Agenda
- Prepare & circulate GC IC Meeting Discussion Pack which should include:
- Agenda
- Pertinent supporting docs/slides for each agenda point
- Should detail if it is for information only, decision making, update
- Any investment analysis notes
- Monitoring Update
- Detail the current value of any portfolio investments that have been made
- Updated Tracker
- Pack should be circulated at least 36 hours before meeting so it can be read.
- Ensuring that the meeting happens and everyone in committee is in attendance.
- Making notes and following up on actionable with respective people.
Investment Analysis (30%):
- All investments will form a 3 stage process where the following notes will need to be prepared:
Stage 1: Briefing Note:
A 1 - 2 pager to highlight the opportunity and whether further work should be prepared
Stage 2: Investment Analysis Note
- A more detailed note with in depth analysis, Financial modelling
Stage 3: Board Decision Note:
- Summary of Investment Analysis Note to present to the board for decision making
- Should include the negotiated Term Sheet for investment
- Analyse and prepare notes for all identified opportunities, with an opinion on whether to proceed or not as per the above detailed scope.
- A template should be made and followed to keep the information concise, which at minimum should contain:
- Company Overview (History, Operational Details, Ownership Structure, Key Shareholders, Decision Maker, Related Parties)
- Financial Summary (Historical, Projections
Market Segment Analysis ()
Returns Analysis (IRR, MOIC, CAGR, ROC, ROCE, etc.)
Risks & Challenges:
Key Issues:
Next Steps:
- Assist with due diligence and other analyst requirements when a project is selected for further progress.
- Standardize and keep updating the format of the investment note and term sheet which is suited best for quick action and decision making
Investment Monitoring (10%):
- Monitor the value of any investments made and provide valuation updates in the
Financing (20%):
- Desktop research to find out who we should reach out to for funding:
Banks/Financial Institutions:
- Government Bodies
- Institutes/Organisations: Grant Programs
- Have an introductory call and setup further meetings as needed
Industry Research (10%):
As part of investment analysis and also separately do industry wide research and relevant market sizing
Major products:
- Plastics/PET
- Paper
- Rubber
- Metals
- Wood
- Product Categories:
- Scrap
- Recycled/Reprocessed raw material
- Off Spec/Off grade/Secondary or Second Choice/Stock Lot material
Prime:
- Market analysis of various products and industry of our Group:
- Shipping Industry (Container business)
- International Trade Analysis and Product development of Recyclable and associated materials. Examples:
a) Scrap Tyres
b) Prime Paper
c) Prime Carbon Black
d) EPDM (Prime Rubber)
e) SBR
f) NBP
g) Refractory Recycling
h) Hay
i) Granulates (Rubber)
j) Buffing
k) Textile Recycling - Regenerated/Recycled (not just used clothing)
L) Glass Cullet
M) Slag
N) Coal Tar
O) E-scrap
P) Used Mobile Phones
Q) Used Meters
R) Take Back by brands
S) Recycled Cotton etc- .
T) Technology related to International Trade, Shipping and Recycling industries
U) Resources
Internal:
- Traders/other client-facing roles in the organisation - liaise with internal them to gain first hand market knowledge of each product market
External:
- Public Sources
- Databases
- Target Companies
- Industry Bodies
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