Investment Senior Analyst

Main Responsibilities

Conduct thorough financial analysis of companies, industries, and market trends to identify investment opportunities and risks. This can include researching themes and sector trends, comparable companies, market dynamics and drivers to derive insights

Monitor the preparation of investment presentations, and reports to communicate findings and recommendations to keyholders.

Maintaining and updating all documents (legal documents, portfolio company updates, etc) and portfolio information to identify any shifts in risk exposure and take appropriate actions to manage risk levels within portfolio

Assist across all stages of the investment cycle, from sourcing new deals to screening, performing due diligence and reporting to evaluate risks associated with potential investments

Perform valuation models for investment opportunities, sensitivity analysis to address risks and production of differentiated scenarios to test IRRs and returns

Gather research and analysis for deal primers and investment memos for new and existing opportunities to assess the attractiveness of potential investments

Contribute to creating all IMs from initial memos all the way up to follow-on memos to ensure rationale behind investment recommendations or actions taken

Preparing in-depth and robust models from scratch for each analyzed opportunity to ensure accurate predictions and insights for decision making

Coordinate with the finance and operations team regarding portfolio management and deal execution

Qualifications and Experience:
Bachelor’s degree in Business Administration, or Economics and Finance.

CFA level 1 and/or Master’s degree in a related field, or any equivalent qualification is preferred

4-6 years of experience in Investment banking or private advisory or corporate credit

Skills:
Proficient in conducting market research and data analysis to derive actionable insights

Excellent interpersonal skills.

Excellent verbal and written communication skills

Excellent planning and organizing skills

Strong analytical thinking, creative thinking, problem solving

Basic proficiency in building and analyzing financial and business models using commercial acumen.

Advanced Excel skills, and knowledge of accounting and corporate valuation principles, while being data-driven