Investment Analyst - CA

Investment Analyst(Chartered accountant)

- Evaluation of sectors/industries and opportunities for our own venture

- Business plan preparation for new ventures, analysis of financial accounts of opportunities we are evaluating, support in financial due diligence, budget preparation, liaising with legal team for legal due diligence of new ventures, etc.

- Performance analysis of our investments (monthly, quarterly)

- Gathering and interpreting data, executing analysis, and presenting findings to family

- Overall analysis support to family office. Consolidate and analyze financial data (budgets, income statement forecasts etc) taking into account company's goals and financial standing

- Provide creative alternatives and recommendations to reduce costs and improve financial performance

- Assemble and summarize data to structure sophisticated reports on financial status and risks

- Develop financial models, conduct benchmarking and process analysis

- Conduct business studies on past, future and comparative performance and develop forecast models

- Identify trends, advise company and recommend actions to a senior financial analyst based on sound analysis

- Track and determine financial status by analyzing actual results in comparison with forecasts

- Reconcile transactions by comparing and correcting data

- Gain and update job knowledge to remain informed about novelty in the field

- Consult with management to guide and influence long term and strategic decision making within the broadest scope

- Drive process improvement and policy development initiatives that impact the function