Investment Analyst

Role Overview

Moolalend is currently looking for a team member to fill the role of Investment Analyst. Moolalend is looking for someone with some experience in the funding/lending space. An Investment Analyst is an integral part of our investment team and will be responsible for conducting research analysing financial data and assisting in investment decisionmaking processes.

Key Responsibilities

Financial Analysis:

• Read and review credit reports for the necessary stakeholders.
• Source and convert leads that require funding for the execution of purchase orders they have been awarded.
• Monitor and track the performance of existing investments to support decisionmaking and portfolio management activities.
• Ensure the pipeline is sufficient for the funds available and keep the Moolalend spreadsheet up to date.

Funding

• Assist with funding projects between R250K R750K.
• In instances in which the project is above R750K ensure the business receives a funding proposal and that a meeting for approval takes place.

Due Diligence

• Assist in conducting due diligence on potential funding projects to evaluate potential risks.

Reporting

• Generate the weekly reports every Monday by COB.
• Send out monthly statements
• Generate a monthly and quarterly report on Moolalends performance
  
  

Stakeholder Management and Satisfaction

• Manage communications from clients enquiring about Moolalends product offerings and its services processes and policies regarding funding.
• Retain customers/clients.
  
  

Administration and Project Management

• Ensure the admin up to date regarding client agreements and Enduser verifications on approved projects.
• Manage projects to ensure that the project is duly completed within the required time frame (Within the 90 day period).
• Ensure defaults/bad debts are below 20%.

Collaboration

• Collaborate closely with other members of the team to contribute to the overall investment process and generate investment ideas.

Requirement

• 2 years experience in the finance sector (lending/funding/financing)
• Project management experience advantageous
• Commercial qualification advantageous
• Strong understanding of financial concepts and investments
• Proficient in MS Suites
• Candidates must be selfstarting willing to learn and become comfortable with a changing environment.

Remote Work :

No