Senior Financial and Investment Analyst at WisdomHouse Resources and Services Limited

Job Summary
Portfolio Management and Fund Administration; Financial Advisory and Transactions Services; Economic and Securities Research; Financial Reporting.

Principal Duties and Responsibilities

• Portfolio Management and Fund Administration;
• Provide Financial Advisory services to varied clientele;
• Conduct economic (macro and micro) and investment research, both locally and internationally;
• Conduct in-depth research and valuations of companies – listed and unlisted including financial statement analysis;
• Maintain industry/sector information, analysis and data;
• Develop strategic and tactical views on the financial markets;
• Preparing feasibility/investment reports on business opportunities (including highlighting key transaction risks) from both a debt and equity funding perspective and to enable Senior Management make investment decisions;
• Develop and manage proprietary account; and
• Build and manage relationship with Clients.

Skills and Personal Abilities:

• Excellent Analytical Skills and inquisitive with strong desire to learn;
• Excellent Interpersonal and communication skills;
• Skilled at multitasking and prioritisation;
• Adhere to strict ethical standards in the gathering and dissemination of information including the use of such information in investment decision making;
• Exhibit willingness to study extensively to gather information; desire to constantly and progressively improve knowledge base and a strong propensity for personal development;
• Excellent numeracy and business writing skills;
• Ability to work with minimal supervision and take responsibility for quality and accuracy of output;
• Ability to work under pressure;
• Ability to develop and work with other members of the team;
• Excellent and working knowledge of Microsoft Excel and PowerPoint; and
• Entrepreneurial mind-set.

Minimum Qualification

• Minimum of a B. Sc in any numeracy related course (i.e. Commercial, Sciences or Engineering) from a reputable university;
• M.Sc or MBA is an added advantage;
• A strong and proven interest in Finance, Investments and the business world;
• Finance related Professional qualifications is required (ACA, ACCA, CFA); at least you must have started;
• 2-4 years relevant work experience;
• Prior Big 4 experience is an added advantage; and
• Not more than 30 years.