Investment Analyst - Sandton 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

Qualifications

• B. Com: Business Finance / Accounting
• Degree in Mathematics or similar field

Experience / Skills Required

• Minimum 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