Participates in developing investment recommendations for portfolio managers relating to existing and potential investments. Develops and amends quantitative models to analyse and forecast market developments, estimating risks, identifying factors influencing investment decisions and quantifying potential risks and rewards.
Duties and Responsibilities
-Identifying, analysing and evaluating prospective private equity investment opportunities -Collecting and analysing company and industry information to assist in identifying investment trends and new investment opportunities -Assisting in the due diligence, structuring and closing of new private equity investments -Construction of detailed financial models, term sheets, investment appraisal presentations, bid letters and agreements. -Reviewing financial statements (monthly, quarterly, annually, ad-hoc) and key returns metrics for portfolio companies. -Creation, management & maintenance of quarterly investment valuations reports and financial models. -Extensive interaction with senior management of target companies and investee companies. -Giving regular feedback to clients on a monthly and quarterly basis -Performing special research as needed, support in other areas as needed, other special projects or duties as assigned
Ad
Qualifications and Experience
Qualification -Degree in finance or equivalent -Studying towards a relevant (CFA/CA/CAIA) professional qualification
Competencies: -Experience in investment processes and management consultancy. -Wide understanding of different markets and business models and ability to judge the quality and motivation of management teams. -Commercial acumen and ability to source suitable investment opportunities. -Strong financial modelling skills.
Personal Attributes: -Ability to think creatively about investment solutions and ability to identify opportunities. -Excellent verbal and written communication and presentation skills. -Exceptional influencing and interpersonal skills, able to adapt to different audiences and build effective relationships. -Motivated by working towards goals and performance targets. -Thorough and detailed approach to organising work and maintaining accurate records. -Highly professional and ethical approach in representing the company -Enthusiasm to work in an entrepreneurial and innovative environment.
Skills Analytics Software, Data Classification, Data Compilation, Due Diligence, Equities, Equity Investments, Evaluating Information, Financial Products, Investment Advising, Investment Valuation, Numerical Aptitude, Oral Communications, Private Equity, Professional Presentation
