Investment Analyst - Investments

Business Evaluation and Market Research

Evaluate business ideas and support investment decision-making by conducting thorough market research, sector deep-dives, and due diligence of proposed opportunities.

Financial Analysis and Modeling

Perform detailed financial analysis and build financial models to assess company performance and investment potential. Interpret financial and operational data to support the investment team in decision-making.

Opportunity Sourcing and Investment Case Development

Scout for potential investment opportunities, build strong investment cases, and conduct financial due diligence. Draft investment recommendations and portfolio review notes.

Portfolio Monitoring and Performance Tracking

Monitor performance of portfolio companies on a quarterly and annual basis. Evaluate financial budgets, key initiatives, and strategic plans for portfolio companies.

Fund and Investment Tracking

Track and maintain notes on external funds and investments. Monitor expected drawdowns, disbursements, dividends, and return of capital using cash flow statements.

Portfolio Analysis and Reporting

Assist in analyzing portfolio data and trends. Contribute to preparation of presentations, review notes, and investment memos.

Sector Analysis and Market Trends

Conduct in-depth sectoral analysis to identify emerging trends, market developments, key players, and new investment areas of interest.

Risk Monitoring and Compliance Awareness

Monitor financial and non-financial risks associated with investments. Understand and interpret various regulatory compliance requirements.

Project Coordination

Assist in coordinating and implementing strategic projects within the group, working closely with CIOs and supporting projects directed by the PresidentInvestments.