Senior Investment Analyst - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 03-04-2019 8:21:07 AM
29-05-2019 8:21:07 AM
As part of a team, to be responsible for deal origination, including developing and maintaining counterparty, bank syndication team and advisor relationships, deal analysis and the assessment of investment opportunities, and to negotiate and structure debt and equity deals with a focus on unlisted opportunities in the Power/infrastructure sectors
Customers:
Investment team
Credit and Equity Investment Committee
Counterparties, advisors, bank syndication teams and arrangers
Clients invested in funds
Portfolio Managers

Key Objectives:
Analysis:
Historical financial statement analysis
Preparing and/or reviewing complex financial models
Historic and forecasted financial ratio analysis as well as scenario testing analysis
Counterparty management, business model and industry assessment
Any other counterparty analysis (governance, environmental, social, competitive, management etc)
Preparation of reports and presentation of deals to the appropriate Credit or Investment Committee

Negotiation and legal review of documentation relating to new and existing deals

Credit and equity research on existing and new counterparties and the sector
Global and local research and analysis
Industry specific research and analysis
Development and implementation and credit and equity risk and valuation and pricing model
Monitoring and maintenance of existing deal counterparties (covenant compliance, updated AFS review, ad-hoc requests, etc)
Deal origination
Sourcing appropriate transactions for the various company managed funds
Structuring and negotiating transactions which suit both company funds and the counterparty‘s requirements
Developing and maintaining client and counterparty relationships in order to develop a pipeline of new deals in the power, infrastructure and development sector
Analysis of appropriateness of deals, including analysis of the pricing of deals
Negotiation and structuring of transactions, including negotiation of legal agreements
Implementation and execution of new deals and ongoing review of existing transactions, taking or recommending action where appropriate
Maintenance of all investment related data
Participation in valuation methods and processes

Technical/Professional Knowledge and Skills:
B.Com qualification (preferably with Accounts II or III)
Qualification as a CA(SA) would be an advantage
CFA or CFA candidate preferred
Experience in corporate/structured credit or equity analysis (approx. 3 — 5 years)
Experience in Infrastructure and Power related transactions will be an advantage
Exposure to commercial law/contracts
Project finance analysis, modeling and risk assessment skills
Knowledge of financial instruments and financial markets an advantage
Computer literacy (MS Office, especially MS Excel)

Key Competencies:
Strong commercial focus with a passion for investments
AnaIytica! thinking
Attention to detail
judgement
Initiative
Assertive, articulate and confident
Collaboration and teamwork
Negotiation skills
Networking skills
Excellent planning & organisation skills
Self-motivated and self-driven
Ability to work under pressure and to tight deadlines
Excellent communication skills (including written and presentation skills)
Integrity
Adaptability