Investment Analyst
Listing reference: nef_000105
Listing status: Online
Apply by: 23 January 2025
Position summary
Industry: Financial Services
Job category: Mergers and Acquisitions
Location: Sandton
Contract: Permanent
Remuneration: Market Related
EE position: Yes
Introduction
The key purpose of this role is to provide support function to Investment Associates on all areas of transaction execution in uMnotho Fund.
Job description
Business development/ transaction origination
- Supports business development initiatives. Develop and maintain client network and relationships
- Develop and maintain relationships with industry peers
- Passively interact with BEE groups, intermediaries, lending institutions, and other stakeholders
- Actively participate in business development initiatives at the request of the Fund Manager and/or Divisional Executive
- Contribute to the development of a business development strategy
- Start to build networks within the financial and BEE market with peers, leveraging the NEF’s development status
- Actively participate in deal forums in order to build reputation as an acknowledged analyst
Transaction execution
- Applies standard investment analysis (under the advice / assistance of senior team members) on deal structuring techniques, market analysis and valuation principles.
- Provide comprehensive financial analysis, through the use of approved financial modelling tools, to the Deal Team on transactions presented to the NEF
- Analyse, compile and report on market information on a deal-by-deal basis
- Provide comprehensive valuation analysis on all transactions in order to mitigate risks to the NEF and the parties it supports by using industry best practice in valuation analysis
- Mobilise, coordinate and guide internal and external resources to appraise deals / applications
- Leverage relationships within the industry to create on-going industry analysis inflow from other institutions
- Manage and influence internal decision–making and project process to obtain investment approval
- Develop a broad knowledge (of corporate finance / private equity macro environment, sector, and other specific transaction dynamics) to support the team in identifying and recommending appropriate mitigation measures on key risk issues
- Partake in due diligence exercises at the request of the senior deal team member, using approved processes and principles as outlined in the due diligence scope
- Provide commentary on innovative / optimum / appropriate finance and legal structures for each investment deal ensuring long term sustainability / viability of the project to the benefit of the client and the NEF
Minimum requirements
Qualification Requirements
- Newly qualified CA or BCom graduate
Experience / Skills Required
- A generalist in the area of corporate finance with some experience in private equity
- An expert Analyst demonstrating a good to high command of the abilities required to perform the role
- 2 – 5 years Financial Analysis experience
Personal Attributes/Behaviours/Attitudes
Cognitive Competencies
- Analysis and Attention to Detail
- Focus & Sustained Attention
Intrapersonal Competencies
- Assertiveness
- Drive and Result Orientation
- Decisiveness & Action Orientation
- Ethical Judgement
- Excellent / Quality Orientation
- Resilience and Stress Management
- Rule Orientation
- Time and Self- Management
- Objectivity
Interpersonal Competencies
- Building Relationships
- Customer Service Orientation
- Engaging Diversity
- Teamwork
Communication Competencies
- Conflict Management
- Verbal and Written Communication
Functional Competencies
- Building the Brand
- Business insight and Risk Awareness
- Commercial and Financial Acumen
- Environmental Scanning
- Knowledge Sharing
- Organisational Awareness
- Mathematical Acumen
- Research Competencies
- Process & Tech Competence