Investment Analyst

Investment Analyst _Premier info assist

Investment Analyst

Reporting: GC Investment Committee

Duties

Figures in brackets suggest the amount of time that should be spent on each activity.

- Investment Tracker Pipeline (10%)

a. Populate tracker with any opportunities that suit the corporate philosophy

b. Ad - hoc requests brought to them by the GC IC and other senior members

c. Ensure tracker is updated and circulated 24 hours ahead of meetings along with Agenda

Weekly GC IC Meetings (20%)

a. Prepare weekly Agenda

b. Prepare & circulate GC IC Meeting Discussion Pack which should include:

- Agenda

- Pertinent supporting docs/slides for each agenda point

- Should detail if it is for information only, decision making, update

- Any investment analysis notes

- Monitoring Update

- Detail the current value of any portfolio investments that have been made

- Updated Tracker

a. Pack should be circulated at least 36 hours before meeting so it can be read.

b. Ensuring that the meeting happens and everyone in committee is in attendance.

c. Making notes and following up on actionable with respective people.

- Investment Analysis (30%)

All investments will form a 3 stage process where the following notes will need to be prepared:

- Stage 1: Briefing Note

- A 1 - 2 pager to highlight the opportunity and whether further work should be prepared

- Stage 2: Investment Analysis Note

- A more detailed note with in depth analysis, Financial modelling

- Stage 3: Board Decision Note

- Summary of Investment Analysis Note to present to the board for decision making

- Should include the negotiated Term Sheet for investment

- Analyze and prepare notes for all identified opportunities, with an opinion on whether to proceed or not as per the above detailed scope.

- A template should be made and followed to keep the information concise, which at minimum should contain:

- Company Overview (History, Operational Details, Ownership Structure, Key Shareholders, Decision Maker, Related Parties)

- Financial Summary (Historical, Projections

- Market Segment Analysis ()

- Returns Analysis (IRR, MOIC, CAGR, ROC, ROCE, etc.)

- Risks & Challenges

- Key Issues

- Next Steps

- Assist with due diligence and other analyst requirements when a project is selected for further progress.

- Standardize and keep updating the format of the investment note and term sheet which is suited best for quick action and decision making

- Investment Monitoring (10%)

a. Monitor the value of any investments made and provide valuation updates in the

- Financing (20%)

a. Desktop research to find out who we should reach out to for funding:

- Banks/Financial Institutions

- Government Bodies

- Institutes/Organizations: Grant Programs

b. Have an introductory call and setup further meetings as needed

- Industry Research (10%)

a. As part of investment analysis and also separately do industry wide research and relevant market sizing

b. Major products:

- Plastics/PET

- Paper

- Rubber

- Metals

- Wood

c. Product Categories:

- Scrap

- Recycled/Reprocessed raw material

- Off Spec/Off grade/Secondary or Second Choice/Stock Lot material

- Prime

d. Market analysis of various products and industry of our Group:

- Shipping Industry (Container business)

- International Trade Analysis and Product development of Recyclable and associated materials. Examples:

- Scrap Tyres

- Prime Paper

- Prime Carbon Black

- EPDM (Prime Rubber)

- SBR

- NBP

- Refractory Recycling

- Hay

- Granulates (Rubber)

- Buffing

- Textile Recycling - Regenerated/Recycled (not just used clothing)

- Glass Cullet

- Slag

- Coal Tar

- E-scrap

- Used Mobile Phones

- Used Meters

- Take Back by brands

- Recycled Cotton etc..

- Technology related to International Trade, Shipping and Recycling industries

Resources

Internal:

- Traders/other client facing roles in the organization - liaise with internal them to gain first hand market knowledge of each product market

External:

- Public Sources

- Databases

- Target Companies

- Industry Bodies