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Investment Analyst

Nefcorp • Other • Durban, KwaZulu-Natal, South Africa • $300 - $400 / year • 3h ago

Job category: Banking, Finance, Insurance. Stockbroking

Location: Durban

Contract: Fixed Term Contract

Remuneration: Market Related

EE position: Yes

Introduction

We are currently hiring an Investment Analyst to join the KZN Regional Office team on a 12 months fixed-term contract. In this role, the Analyst will perform financial and commercial assessments as well as provide recommendations and comments to Investment Associates and the Regional Manager on all areas of transaction execution.

Responsibilities

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, and specific transactions to support the 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 assessments 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 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.
Analyse 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.
Analyse equity valuations of portfolio companies semi-annually.
Conduct annual site visits to investee portfolio companies.
Early identification/flagging of potential areas of defaulting clients.

Experience / Skills Required

Minimum of 1 - 2 years in financial analysis or similar experience in the corporate finance/Banking/DFI environment.
Experience in deals assessment and ability to apply financial modelling methodologies.
A generalist in small and medium enterprises (SMEs), franchise, procurement, and entrepreneurship finance areas.
Understanding of the 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 NEF processes with the ability to move beyond the standard process with help to produce highly insightful diagnoses.
Able to identify important issues and highlight them to the team for consideration.
Good at knowledge gathering, finding additional relevant information from unusual sources.
Can develop good, actionable recommendations and a strong contributor in discussions on investment implications.
Structures own work and meets/exceeds all commitments and targets.
Participation in team problem-solving and contribute to team effectiveness.
Willingness to travel.

Qualification Requirements