- The Senior Investment Analyst will support the Group Chief Financial Officer in driving the Group's capital allocation strategy through rigorous investment evaluation, portfolio monitoring and strategic decision support. The role will identify, assess and monitor investment opportunities, optimise capital deployment, and provide insights that enhance shareholder value.
- The ideal candidate will possess strong private equity, corporate finance and investment analysis experience, with the ability to translate complex financial information into clear strategic recommendations for executive decision-making.
What you'll do:
Capital Allocation & Investment Analysis
- Support the development and execution of the Group's capital allocation strategy.
- Evaluate capital deployment opportunities, including acquisitions, strategic investments, expansion initiatives and portfolio optimization.
- Conduct detailed financial modelling, valuation and scenario analysis to support investment decisions.
- Assess risk-adjusted returns across investment opportunities and business units.
- Develop and maintain investment appraisal frameworks and governance processes.
Mergers, Acquisitions & Corporate Development
- Conduct commercial, financial and strategic due diligence.
- Assist with transaction structuring, valuation negotiations and financial analysis.
- Evaluate post-acquisition performance against approved investment cases.
Portfolio Management & Performance Monitoring
- Monitor portfolio company performance and provide actionable insights.
- Develop investment performance dashboards and executive reports.
- Conduct regular reviews of capital allocation effectiveness and investment returns.
- Analyze industry developments and market dynamics affecting portfolio performance.
Strategic Financial Reporting
- Prepare board, executive committee and investment committee papers supported by quantitative and qualitative analysis.
- Provide strategic financial insights to support long-term business planning.
- Report on return on invested capital (ROIC), value creation and investment performance metrics.
Market Research & Industry Analysis
- Identify potential investment opportunities and emerging growth sectors.
- Support strategic reviews and long-term growth initiatives.
- +2 years experience in private equity, investment banking, corporate finance, transaction advisory, asset management or corporate development.
- Demonstrated experience in financial modelling, valuation and investment analysis.
- Experience evaluating acquisitions, investments and strategic capital projects.
Exposure to investment committee or board-level reporting.
Qualifications:
Essential Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, Investments, Mathematics, Engineering or a related field.
- Chartered Financial Analyst (CFA) designation completed
How the role raises the bar:
Technical Competencies
- Advanced financial modelling and financial statement analysis.
- Valuation methodologies, including discounted cash flow, comparable companies, precedent transactions and leveraged buyout analysis.
- Capital allocation, portfolio management and risk-return assessment.
- Mergers and acquisitions transaction support.
- Strategic planning and performance management.
- Advanced Microsoft Excel and PowerPoint; experience with Power BI and data analytics tools is advantageous.
- Commercial and strategic thinking.
- Strong analytical and problem-solving ability.
- Executive presence and clear communication.
- High attention to detail and sound judgement.
- Ability to influence senior stakeholders.
- Results orientation, accountability and strong business acumen.
Key Performance Indicators
- Quality and accuracy of investment evaluations.
- Timely delivery of investment committee and board reporting.
- Value creation from approved investments and achievement of capital allocation objectives.
- Quality of financial models, forecasts and portfolio performance monitoring.
- Contribution to strategic growth initiatives and stakeholder satisfaction.