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
