Investment Analyst - Durban at National Empowerment Fund

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

Experience / Skills Required

• Minimum of 1 - 2 years in financial analysis or similar experience in the corporate finance/ Banking/ DFI environment
•  Experience in deals assessment and ability to apply financial modelling methodologies 
• A generalist in small and medium enterprises (SMEs), franchise, procurement and entrepreneurship finance area 
• Understanding of the 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 NEF processes with ability to move beyond the standard process with help to produce highly insightful diagnoses 
• Able to identify important issues and highlight them to team for consideration 
• Good at knowledge gathering, finding additional relevant information from unusual sources 
• Can develop good, actionable recommendations and a strong contributor in discussions on investment implications 
• Structures own work and meet /exceed all commitments and targets 
• Participation in team problem solving and contribute to team effectiveness 
• Willingness to travel.

Qualification Requirements

• Bachelor of Commerce degree in Accounting / Economics / Finance or equivalent;