Investment Analyst

Role Description and Key Result Areas:

• Identifying, analysing and evaluating prospective private equity investment opportunities
• Collecting and analysing company and industry information to assist in identifying investment trends and new investment opportunities
• Assisting in the due diligence, structuring and closing of new private equity investments
• Construction of detailed financial models, term sheets, investment appraisal presentations, bid letters and agreements.
• Reviewing financial statements (monthly, quarterly, annually, ad-hoc) and key returns metrics for portfolio companies.
• Creation, management & maintenance of quarterly investment valuations reports and financial models.
• Extensive interaction with senior management of target companies and investee companies.
• Giving regular feedback to clients on a monthly and quarterly basis
• Performing special research as needed, support in other areas as needed, other special projects or duties as assigned

Qualification

• Degree in Finance, Accountancy or equivalent
• Attained or studying towards a relevant (CFA/CA/CAIA) professional qualification

Competencies:

• 5 years+ experience in investment processes and management consultancy.
• Wide understanding of different markets and business models and ability to judge the quality and motivation of management teams.
• Commercial acumen and ability to source suitable investment opportunities.
• Strong financial modelling skills.

Personal Attributes:

• Ability to think creatively about investment solutions and ability to identify opportunities.
• Excellent verbal and written communication and presentation skills.
• Exceptional influencing and interpersonal skills, able to adapt to different audiences and build effective relationships.
• Motivated by working towards goals and performance targets.
• Thorough and detailed approach to organising work and maintaining accurate records.
• Highly professional and ethical approach in representing the company
• Enthusiasm to work in an entrepreneurial and innovative environment.

Skills

• Accounting
• Action Planning
• Analytics Software
• Budget Management
• Client Management
• Computer Literacy
• Data Classification
• Data Compilation
• Evaluating Information
• Numerical Aptitude
• Oral Communications
• Policies & Procedures
• Professional Presentation

Competencies

• Business Insight
• Collaborates
• Communicates Effectively
• Decision Quality
• Ensures Accountability
• Financial Acumen
• Instils Trust
• Manages Complexity

Education

Closing Date

09 September 2026 , 23:59