Portfolio Analysis And Insights Analyst

Objectives:

• Collect documents promptly to stay updated on investee activities and performance.
• Review investee performance on monthly basis and compare to the budget and inform management about any negative trends.
• Ensure the quality of the Financial Model is in line with Mekong guidelines.
• Conduct basic research and benchmark investees against top industry performers to identify areas for improvement.

Key Accountabilities:

• Regularly request and input monthly reports and minutes from investees into the internal system.
• Monthly HighLevel Review of Investee Performance vs Budget including: Analyze financial data compare actual vs. budget alert director or manager about downward trends and provide detailed analysis for decisionmaking.
• Review financial models for compliance with MKC guidelines verify accuracy consistency and standards adherence.
• Research investees performance gather data on key indicators and compare against top industry performers.
• Identify Improvement Opportunities in Investees Performance:
• Analyze findings identify improvement areas look for efficiency and profitability enhancements and formulate actionable recommendations.
• Execute other tasks assigned by task manager.

Key Requirements:

• At least 35 years experience in Finance analyst positions (focused on FP&A; Management accounting experience)
• Has robust knowledge and analytical skills in financial statements accounting tax compliance and risk assessment. Possesses experience in auditing valuation corporate finance or investment banking.
• Capable of creating accurate financial models conducting thorough financial & tax due diligence and meeting highperformance standards.
• Produces professionalstandard presentations and errorfree financial models showing commitment and persistence in achieving goals.
• Requires supervision by a senior professional for meetings and report completion.
• Effectively understands assignment objectives and asks sufficient questions to complete tasks reliably.

Remote Work :

No