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KEY ACCOUNTABILITIES & ACTIVITIES
This section describes the principal outputs required from the job.
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Key Accountabilities
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Key Activities
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- Investment Thesis & Market Analysis
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- Develop investment theses focused on markets, technologies, and sectors of strategic relevance to Elm.
- Conduct market research and industry analysis to identify emerging opportunities and innovation trends.
- Assess technology, market, and competitive landscapes to support investment decisions.
- Provide insights and recommendations that guide investment strategy and opportunity targeting.
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- Opportunity Sourcing & Evaluation
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- Identify and assess startup and venture investment opportunities aligned with investment objectives.
- Conduct preliminary screening and evaluation of potential investment targets.
- Analyze business models, product offerings, market potential, and growth prospects.
- Support the prioritization of investment opportunities based on strategic and commercial value.
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- Investment Case Development
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- Prepare investment cases, business evaluations, and supporting materials for investment reviews and approvals.
- Develop financial models, investment assumptions, and strategic assessments.
- Support decision-making processes through structured investment recommendations.
- Ensure investment opportunities are documented and evaluated consistently.
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- Due Diligence & Risk Assessment
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- Coordinate and support commercial, operational, financial, and technical due diligence activities.
- Assess risks, opportunities, dependencies, and growth potential associated with investment opportunities.
- Collaborate with internal and external stakeholders to gather information required for evaluations.
- Support investment negotiations through structured due diligence findings and recommendations.
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- Investment Execution & Transaction Support
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- Work closely with Engineering teams throughout the development lifecycle to ensure design intent is translated accurately into the final product.
- Understand design-to-development workflows and communicate effectively with technical teams.
- Stay up to date with emerging AI-powered design tools and apply relevant technologies to improve design workflows and outcomes.
- Explore innovative approaches to improve user experience, design efficiency, and product quality.
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- Portfolio Company Management Support
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- Support the management of relationships with portfolio companies to maximize strategic and financial value.
- Monitor portfolio company performance, milestones, and business developments.
- Coordinate engagement activities between portfolio companies and internal business stakeholders.
- Assist in identifying opportunities that strengthen collaboration and value creation.
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- Stakeholder Alignment & Ecosystem Engagement
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- Collaborate with business units to ensure alignment before and after investment activities.
- Facilitate communication between startups, portfolio companies, and internal stakeholders.
- Support the development of strategic relationships within the startup ecosystem.
- Assist in positioning Elm as a preferred partner for entrepreneurial and innovation communities.
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- Portfolio Reporting & Investment Performance Monitoring
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- Prepare performance reports, investment updates, and portfolio summaries for management and investment committees.
- Track portfolio performance indicators and investment outcomes.
- Monitor post-investment progress and highlight risks, opportunities, and improvement areas.
- Support continuous enhancement of portfolio management and reporting practices.
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- Policies, Processes & Procedures
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- Follow all relevant departmental policies, processes, standard operating procedures, and instructions so that work is carried out in a controlled and consistent manner.
- Comply with all relevant safety, quality, and environmental management policies, procedures, and controls to ensure a healthy and safe work environment.
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- Information Security
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- Comply with all relevant information security practices and standards to ensure data integrity and confidentiality.
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