Investment Analyst - Sandton at National Empowerment Fund

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.