Investment Analyst

Job Description:

Financial Modelling & Analysis

• Develop financial models for investment opportunities, including projected financial statements, valuation models, sensitivity analysis, unit economics, and benchmarking.
• Coordinate, prepare, and review financial reports, ensuring accuracy and performing financial analysis.
• Analyze results, identify trends, and provide recommendations for optimization.
• Prepare and coordinate the development of budgets (Annual Operating Plans/ Business Plans) for the Group

Transaction Support and Advisory

• Work closely with stakeholders to execute transactions.
• Ensure tax-efficient and legally sound investment structures aligned with the company's strategy.
• Negotiate terms of investment opportunities with the Executive team

Portfolio Management

• Assist in managing the company's investment portfolio, monitoring performance, and creating management reports.
• Identify and assess potential risks, developing risk mitigation strategies.
• Prepare investment materials, including memos and pitch decks, for presentation to management and investors.

Investor Relations and Reporting

• Prepare reports for investors, including financial statements and performance updates.
• Deliver presentations to senior management and investors, communicating financial analysis and investment recommendations

Investment Strategy Development

• Work with the Executive team to identify investment opportunities and develop strategies.
• Conduct research on industry trends, competitive landscape, and emerging technologies.
• Identify and research potential investment opportunities, build relationships with stakeholders, and participate in deal sourcing efforts.
• Conduct thorough diligence on potential investments, including financial and legal analysis.

Stakeholder Management, Compliance and Regulations

• Coordinate and collaborate with external organizations for financial data and analysis.
• Ensure compliance with regulatory requirements and monitor changes in regulations impacting investment strategies

Key Performance Attributes

• Relevant bachelor’s degree (Finance, Accounting, Business Administration, Economics, Commerce).
• Chartered accountant or equivalent professional qualification with 3 to 5 years post-qualification experience.
• Demonstrated good judgment, analytical skills, and problem-solving abilities.
• Proficiency in Financial Modeling and presentation tools.
• Excellent interpersonal and communication skills (both written and verbal).
• Strong delivery focus, excellent team player, and ability to function in multi-cultural environments.
• Ability to work effectively in multi-disciplinary teams within a matrix environment.

Competencies

• Transaction advisory - providing strategic advice, assessing financial impacts, and negotiating transactions for optimal outcomes.
• Legal documentation - reviewing legal documents, ensuring commercial intent is addressed.
• Align investment with business goals - Knowledge of investment strategies, financial services, markets, and regulatory compliance.
• Business Processes & Systems - Moderate understanding of business processes.
• Knowledge of laws - Working knowledge of laws and statutory environment a plus.
• Analytical skills – ability to understand and comprehend various data sets for analysis.
• Technical and Financial writing – Ability to write memos on technical and financial aspects of business.
• Problem solving - Recommends solutions to problems/issues encountered during meetings.
• Team Orientation - Proactively addresses other departmental needs, takes personal responsibility and accountability for timely response to queries.
• Drive for Results - Delivers results and impact for stakeholders.
• Teamwork (Collaboration) and Inclusion - Collaborates and promotes inclusion within and across boundaries.
• Knowledge, Learning, and Communication - Demonstrates agility for learning and a commitment to enhance one’s capacity.
• Business Judgment and Analytical Decision Making - Analyzes available information and makes evidence-based ethical decisions.