Investment Analyst
Listing reference: nef_000093
Listing status: Under Review
Apply by: 29 October 2024
Position summary
Industry: Financial Services
Job category: Banking, Finance, Insurance. Stockbroking
Location: Sandton
Contract: Permanent
Remuneration: Market Related
EE position: Yes
Introduction
We are currently hiring an Investment Analyst to join the Imbewu Fund team. The Analyst will be responsible for providing support function to Investment Associates on all areas of transaction execution.
Job description
Assessment of Applications (Pre-screening) and Report writing
- Collect all relevant information from applicants;
- Evaluate new deals from Pre-Investment for potential;
- Perform high level desktop financial and commercial assessment and provide recommendations and comments to Investment Associates;
- Analyse, compile and report on market information on a deal-by-deal basis;
- Prepare the early review report and make recommendation for ratification by deal committee within guidelines;
- Draft recommendation letters.
Financial modeling and preparing of financial analysis
- Build financial models according to NEF financial modeling methodologies standards models;
- Provide comprehensive financial analysis, using approved financial modelling tools, to the Deal Team on transactions presented to the NEF;
- Apply standard investment analysis (under the advice / assistance of senior team members) on deal structuring techniques, market analysis and valuation principles;
- Manage and influence internal decision–making and project process to obtain investment approval;
Research, analysis and preparing research reports
- Conduct research and gathering data using reliable sources of information;
- Assist teams with due diligence exercise;
- Analyse and prepare reports on findings and make recommendations.
Minimum requirements
Experience / Skills Required
- Minimum of 2 years similar experience in the corporate finance/ Banking / DFI environment
- At least 2 years financial modelling and deal assessment experience
- A generalist in small and medium enterprises (SMEs), franchise, procurement and entrepreneurship finance area
- Understanding of NEF mandate and investment guidelines
- Possess good analytical and modelling skills
- An expert analyst demonstrating high command of the abilities required to perform the role
- Ability to apply financial modelling methodologies
- Ability to apply NEF processes with ability to move beyond the standard process with help to produce highly insightful diagnoses
- Able to identify important issues and highlight same to team for consideration
- Good at knowledge gathering finds additional relevant information from unusual sources
- Possesses analytical skills
- Can develop good, actionable recommendations and is a strong contributor in discussions on investment implications
- Structures own work and meet all commitments and targets, also exceeds agreed upon work
- Participation in team problem solving
- Contributions to team effectiveness
- Willingness to travel
Qualification Requirements
- Bachelor of Commerce degree in Accounting / Economics / Finance or equivalent;
- Postgraduate qualification and/or CFA are an added advantage.
Personal Attributes/Behaviours/Attitudes
- Analytical thinker and attention to detail
- Strong entrepreneurial understanding
- Assertive disposition
- Business Report writing
- Strong team contributor
- Exceptional time management quantities
- Integrity beyond reproach
- Maintains high levels of work standards
Intrapersonal competencies:
- Drive and Result Orientation
- Decisiveness & Action Orientation
- Ethical Judgement
- Resilience and Stress Management
Interpersonal competencies:
- Building Relationships
- Customer Service Orientation
- Interpersonal Agility
- Teamwork
Communication competencies:
- Influencing & Impact (incl. Negotiation)
- Presentation and Facilitation
Functional competencies:
- Anticipating and Managing Change
- Business insight and Risk Awareness
- Commercial and Financial Acumen
- Research Competencies