Qualifications
Bachelor's degree in Finance, Investment Management, Economics, Accounting, Business Administration, or a related field.
Experience
2–6 years of relevant experience in investment analysis, equity research, financial analysis, valuation, or related investment functions.
§ Experience conducting financial analysis, valuation exercises, investment research, and due diligence activities.
§ Experience developing financial models and supporting investment decision-making processes.
Skills
Technical:
§ Strong understanding of investment analysis, valuation methodologies, financial modelling, and financial markets.
§ Strong quantitative analysis, financial modelling, and investment research capabilities.
§ Knowledge of investment products, asset classes, portfolio management, and investment evaluation techniques.
§ Proficiency in financial modelling tools, spreadsheet applications, and investment research platforms.
§ Strong analytical writing, investment reporting, and presentation skills.
§ Ability to interpret complex financial information and develop data-driven investment
Behavioural:
§ Excellent communication and presentation skills, with the ability to communicate complex financial information clearly.
§ Strong attention to detail and commitment to accuracy.
§ Ability to manage multiple priorities and work effectively in a dynamic investment environment.
Ability to collaborate effectively with cross-functional teams and internal stakeholders to support investment decision-making.
Investment Research Analysis
§ Conduct investment research and market analysis across asset classes, sectors, geographies, and investment opportunities to support informed investment decision-making.
§ Track economic developments, financial markets, industry trends, and investment performance indicators to identify opportunities and potential risks.
§ Analyze investment proposals, market opportunities, and portfolio developments, providing insights and recommendations to support portfolio management activities.
§ Prepare investment research reports, market updates, and analytical materials for management and governance review.
Financial Modelling & Valuation
§ Develop and maintain financial models, valuation analyses, scenario assessments, and investment evaluation tools to support investment decision-making.
§ Perform financial analysis, cash flow assessments, risk-return evaluations, and valuation exercises for existing and prospective investments.
§ Support investment due diligence activities through financial reviews, performance assessments, and analytical evaluations.
§ Assist in evaluating investment opportunities against financial, strategic, and risk criteria.
Investment Reporting & Decision Support
§ Support the preparation of investment committee materials, portfolio analyses, performance reviews, and management reports.
§ Maintain investment databases, financial models, research materials, and analytical records.
§ Support portfolio monitoring activities through performance assessments, benchmarking, and investment analytics.
Identify opportunities to enhance investment analysis methodologies, reporting capabilities, and decision-support processes.