Financial Analyst
Listing reference: nef_000055
Listing status: Under Review
Apply by: 10 June 2024
Position summary
Industry: Financial Services
Job category: Banking, Finance, Insurance. Stockbroking
Location: Bloemfontein
Contract: Fixed Term Contract
Remuneration: Market Related
EE position: Yes
Introduction
The National Empowerment Fund is looking for a Financial Analyst who will join the Free State Regional Office team. The purpose of this role is to provide support function to Regional Manager and Investment Associates on all areas of transaction execution.
Job description
Research, analysis and preparing research reports
- Conduct research and gather data using reliable sources of information;
- Analyse and prepare reports on findings and make recommendations;
- Contribute to the development of a business development strategy when required for the portfolio companies;
- Develop a broad knowledge (of corporate finance / private equity macro environment, sector, specific transaction) to support team in identifying and recommending appropriate mitigation measures on key risk issues for portfolio companies.
Report Writing
- Evaluation of new deals from Pre-Investment for potential investment and prepare the early review report or decline within.
- Perform 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.
Financial modelling and preparing of financial analysis
- Building financial models according to NEF financial modelling methodologies standard models;
- Provide comprehensive financial analysis through the use of approved financial modelling for existing portfolio companies;
- Analysing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine the commercial viability of portfolio companies;
- Consider the economic implications which might affect the performance of portfolio companies;
- For additional funding and or restructure, partake in due diligence exercises at the request of the 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;
- Analysing equity valuations of portfolio companies semi-annually;
- Annual site visits to investee portfolio companies;
- Early identification / flagging of potential areas of defaulting clients.
Minimum requirements
Qualifications
- B. Com: Business Finance / Accounting
Experience/Skills Required
- Minimum 1 – 2 years financial analysis or similar experience.
- Perform financial and commercial assessment and provide recommendation and comments to associates.
- Financial Modelling tools
- Project Management
- Ms Office Suite i.e. PowerPoint, Excel, Word
Personal Attributes/Behaviours/Attitudes
Cognitive Competencies
- Analysis and Attention to Detail
- Conceptual / Big Picture Thinking
- Creative / Innovation
- Judgement and Decision Making
- Problem Solving & Learning Agility
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
Functional Competencies
- Assertiveness
- Drive and Result Orientation
- Excellent / Quality Orientation
- Resilience and Stress Management
- Time and Self- Management
- Objectivity