Investment Officer at Coronation Insurance Plc

Principal Duties & Responsibilities

• Monitor business climate, trends in technology and development, and government activity in areas of the company’s current and anticipated investment or expansion.
• Perform, review, facilitate or negotiate deal sourcing, project assessment, financial modelling and evaluations, due diligence, investment structuring, legal framework and any other related activities throughout the end to end investment process.
• Make investment recommendations based on detailed company analysis covering corporate profile, products & services, cost drivers, financial ratios (including comparisons over time and comparisons with competitors.
• Research industries and companies and create detailed financial models to highlight relevant metrics to be used in the investment decision making process.
• Provide accounting reports for alternative investments such as private equity, private credit, infrastructure and private real estate, hedge funds etc.
• Provide intelligent forecast of the future impacts of major developments within the industry.
• Review valuation for business and financial assets and develop risk management processes.
• Provide responses to investor information requests and compiling necessary due diligence materials.
• Perform calculations and modelling of the cost of capital and demonstrates a working knowledge of the regulatory framework in providing advice on the deal structure.
• Manage the organization investment portfolio so that investment selections are aligned with organization or organization’s goals and requirements.
• Communicate and present outcomes from performance reports to management.
• Analyze performance of portfolios; develop and present portfolio reports.
• Monitor industry trends and contribute to team strategy discussions on investment opportunities.

What we are looking for

Educational Qualification and Work Experience

• Bachelor’s degree in finance or related field.
• Experience in the financial services especially in insurance is mandatory.
• Minimum of 5-7 years’ experience in a similar position.
• Knowledge of investment trends and advisor practices.

Skills and Competencies

• Very good knowledge of the Financial Services industry in terms of trends, challenges, opportunities, regulations, legislation etc.
• Ability to gather and analyze information regarding assets, liabilities, cash flow, income, and/or obligations necessary to prepare a budget and investment plan.
• Ability to synthesize and simplify complex data.
• Analytical skills and financial modelling ability.
• Outstanding verbal and written communication skills.
• Knowledge of finance and capital markets.
• Proven MS Office skills, including Word, Excel, and Outlook.
• Must be able to work in a team-oriented environment.