Investment Analyst - BFS

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.