A Senior Financial Analyst evaluates financial data, builds models and analyses trends to support high-stakes investment and financial decisions. In addition to interpreting
data and making recommendations, they mentor junior analysts and contribute strategic insights to optimize financial outcomes. Advanced analytical skills, strategic
thinking and effective communication are essential for success in this role.
Requirements:
• BCom/BBusSci in Finance, Investments, or Accounting (or a similar degree).
• CFA designation or actively pursuing CFA is preferred; RE (Regulatory Exam)
certification is beneficial.
• 3-5 years of experience in financial analysis, investment analysis, or related
roles, with exposure to alternative investments.
• Advanced financial modelling, forecasting, and valuation skills.
• Proficiency in Excel, including advanced functions; VBA coding is a plus.
• Familiarity with quarterly reporting, investment performance tracking and scenario analysis.
• Solid understanding of financial statements, investment principles and valuation methodologies.
• A strong interest in renewable energy, sustainable investment and economic development.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills, with the ability to interact effectively with investors and stakeholders.
• Self-motivated with a commitment to continuous learning and improvement.
• Ability to work independently and as part of a team in a fast-paced environment.
Key responsibilities include:
• Conduct in-depth financial analysis, modelling, and valuations of new investment opportunities and portfolio companies.
• Prepare investment proposals, quarterly performance reports and scenario analyses for investor presentations.
• Monitor and assess the performance of existing portfolio investments and recommend action plans as needed.
• Stay updated on market trends, industry developments, and economic factors that influence investment decisions.
• Support investment due diligence, including evaluating financials, industry data and reviewing legal and compliance documentation.
• Develop and enhance reports, dashboards, and models to track fund performance and key metrics.
• Provide guidance and mentorship to junior analysts.
• Collaborate with the senior investment team to ensure all fund documentation meets regulatory and tax compliance requirements.
• Maintain clear, ongoing communication with investors, providing performance updates and addressing inquiries.
• Assist in the development and launch of new funds, aligning them with company strategic goals.
• Work with the marketing and business development teams to support fund promotion and investor education.
Key Competencies:
• Communication skills: Strong verbal and written communication, active listening and interpersonal skills are key to effective relationships.
• Research skills: Effective research involves strong reading comprehension and the capacity to identify if an information source is reliable.
• Analytical thinking: Analytical skills are vital to assess a financial opportunity's viability and if it matches investors' goals.
• Strategic thinking: Fund managers provide insight into how best to develop strategies to grow an investment fund's wealth. Strategy is a key component of a fund's success.
