Senior Investment Analyst

Duties and Responsibilities

Role Description and Key Result Areas:
-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.

Qualifications and Experience

-Degree in Finance, Accountancy or equivalent
-Attained or studying towards a relevant (CFA/CA/CAIA) professional qualification

Competencies:
-5 years+ 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

Competencies
-Business Insight
-Collaborates
-Communicates Effectively
-Decision Quality
-Ensures Accountability
-Financial Acumen
-Instills Trust
-Manages Complexity