Investment Senior Analyst
6 months ago
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
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