The Investment Analyst supports the Investment team with research, financial modelling, portfolio monitoring and planning. The role is hands-on and broad, covering both new deals and existing investments.

Key Responsibilities

• Research & Screening
  • Conduct sector, company and market research on potential and existing investments.
  • Prepare concise briefing notes and summaries for the team.
• Financial Modelling & Valuation
  • Build and maintain financial models (3-statement, DCF, returns analysis, scenarios).
  • Perform valuations using DCF, trading and transaction comparables and other relevant methods.
• Deal Evaluation & Support
  • Analyse investment opportunities and prepare investment memos and presentations.
  • Assist in deal structuring and return analysis under different capital and payout structures.
  • Support due diligence work (data review, Q&A, stress testing assumptions).
• Portfolio Monitoring & Reporting
  • Maintain the portfolio register and key data for all investments.
  • Review financial and KPI reports from portfolio companies and external managers.
  • Produce periodic portfolio dashboards and written commentary on performance and risks.
• Planning & FP&A Support
  • Assist in preparation of budgets and medium-term plans for investments and group level.
  • Perform variance and scenario analysis and highlight key drivers and issues.
  • Help standardize templates and reports used for various reports.

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, Business, Engineering or related field.
• 1–4 years’ experience in investment banking, corporate finance, private equity, asset management, transaction services, or similar analytical role.

Technical Skills

• Strong financial modelling skills in Excel/Sheets.
• Solid understanding of corporate finance and valuation concepts (IRR, NPV, leverage, multiples).
• Ability to read and interpret financial statements.
• Good PowerPoint skills and ability to prepare clear, concise slides and memos.