Deal Analyst at Global Profilers

Our client is a Private Equity Investment Firm.(Ref: 722)

 Summary

• To ensure proper screening of the investment applications and that investment proposals are in strict compliance with the company’s “Viability Model as well as Investment Strategy and Policy Framework.
• To research all aspects of fund investment target industries, Infra funds in general and other assignments as developed around the needs of the fund team. The primary responsibility is to analyze projects for investment decisions to enable acceptance for presentation to investment committee. Reports to Chief Investment Officer and Chief Executive Officer
• Assists in the Market efforts of the Heads of Deals Origination via pitch preparation and update of market commentary.
• Prepares marketing materials, presentations and Confidential Information Memorandum
• Screens application from deals origination team to ensure compliance with the company’s Viability Model, investment strategy and policy framework.
• Produces structured finance models and investment instruments, power point presentations, written analyses, research, financial statement analysis
• Identifies key investment strength, risk and mitigants in event-driven transactions.
• Acts as point person for the preparation and management of the financial model for each investment and deals in market, including responding effectively to questions from Risk as well as the rest of the fund team.
• Collects and records impact data and ensures data integrity, in line with the company’s impact data strategy and policy
• Prepares periodic reports on the performance of portfolio companies to the senior management
• Assists in the development of new and innovative financing structures,

Undertakes extensive and detailed Financial Modelling that involves the following, and not limited to

• Fixed Income Analysis
• Financial Planning
• Research Methodology
• Quantitative Investment Analysis
• Portfolio Management
• Conducts project feasibility and economic cost-benefit analysis on submitted bids or proposals to guide senior management in taking “Stop/Go” decisions.
• Advises on the company’s investment policies, processes and procedures
• Conducts research on all aspects of the prospective investment company and industry
• Prepares research reports for the fund and external stakeholders, particularly pension fund investors
• Assist other team members with analysis and tasks where necessary
• Developing financial model templates in conjunction with fund auditor to ensure: Compliance with auditor valuation model, flexibility of template for fast analysis of new investments, ease of use for all fund team members, underlying code/macros that are robust and easy to edit, clean and clear presentation of all inputs and outputs.

Qualification and Experience:

Education and Qualification

• Minimum of Bachelor's Degree in finance, economics or related field, as well as CFA or ACCA
• Master’s Degree in Finance or MBA, will be preferred
• At least 4 years’ post graduate finance, banking, credit experience, equity research (preferably in an infra related field), largely gained within a project Finance context or professional services environment.
• Evidence of published industry research reports.

Key Performance Metrics

• Market performance
• Total return on all fund investments executed.
• Number and quality of research reports published
• % Accuracy of financial models with actual data during the life of the investment
• Relationship Management
• Relationship with customers, and other team members
• Feedback from clients and market
• Compliance to Regulations
• Compliance of financial models to approved valuation model as defined in conjunction with auditors.
• Project Management
• Number of Projects developed within a particular period

Skills

• Good working knowledge of the syndicated loan and project finance markets and the corresponding products
• Ability to understand and interpret economic and sectoral development plans and to identify and select a project preparation pipeline of bankable projects
• Good analytical and problem solving skills
• Robust ability to identify issues and present creative and practical solutions.
• Ability to comprehensively analyze financial statements.
• Credit risk analysis and risk structuring skills
• Industry/market and product knowledge
• Demonstrable track record of originating, preparing of project financing transactions
• Must be knowledgeable with the financing of infrastructure projects
• Must be familiar with types of agreements/contracts typically used in limited recourse project finance
• Familiar with the relevant legislative framework and other relevant legislation etc.
• Demonstrated knowledge to structure variety of financial instruments (debt and equity).
• Strong research and documentation skills.
• Ability to generates new ideas and seeks ways to overcome obstacles and barriers.
• Demonstrates honesty and openness in dealings with others
• Displays a sense of purpose and conveys confidence in own abilities
• Demonstrates flexibility and adaptation to different situations to get the job done
• Aspires to excellence through quality and timely delivery of outputs.
• Demonstrates accountability and ownership of own duties.
• Capacity and willingness to work under pressure
• Superior level of resourcefulness and ability to work with considerable autonomy
• Ability to think out of the box and generate creative solution
• Excellent written and verbal communication
• Strong attention to details
• Ability to influence and persuade people