Investment Analysis
- Research potential M&A opportunities in Financial Services Sector, including preparing summary reports and market reviews
- Actively participate in financial and operational due diligence on target companies
- Build financial models to assess the value and evaluate risk of potential company and asset portfolio acquisitions, incorporating financial projections, asset-based cash flow and/or ALM analysis where required
- Preparation of investment analyses, including scenario analysis and risk assessment for presentation to internal and external constituents
- Financial Performance Analysis/Risk Management
- Maintenance and ongoing development of portfolio company business models, analyse performance against key value drivers, projected cash flow and valuation
- Ongoing analysis of funding capacity and liquidity requirements of portfolio companies
- Monitor and analyse credit risk and financial performance of portfolio companies
- Monitor and assist in the preparation of partner and investor reports
Experience and Competencies:
- Post graduate in an analytical/mathematically related subject(preferably MBA)
- Minimum 3 year's financial analysis experience/training in a financial institution
- Applied knowledge/experience building bespoke financial models investment analysis, company valuation and/or structured finance
- Applied knowledge of statistics and basic accounting principles
- Strong Excel capabilities (including VBA coding). Access / database knowledge preferred and strong Power Point and Word skills
- Intellectually curious with an ability to learn / grasp new concepts quickly
- Innovative - able to think of creative ideas and approaches
Personal Skills:
- Analytical, methodical and highly numerate
- Strong, clear and precise verbal and written communication skills
- Self-driven, quality and results-oriented
- Able to work individually as well as part of a team
- Resilient - reliable, determined and ambitious with an ability to work well under pressure
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