Role Responsibilities:
- Monitor business climate trends in technology and development and government activity in areas of the companys current and anticipated investment or expansion.
- Perform review facilitate or negotiate deal sourcing project assessment financial modelling and evaluations due diligence investment structuring legal framework and any other related activities throughout the end-to-end investment process.
- Make investment recommendations based on detailed company analysis covering corporate profile products & services cost drivers financial ratios (including comparisons over time and comparisons with competitors.
- Research industries and companies and create detailed financial models to highlight relevant metrics to be used in the investment decision-making process.
- Provide accounting reports for alternative investments such as private equity private credit infrastructure and private real estate hedge funds etc.
- Provide an intelligent forecast of the future impacts of major developments within the industry.
- Review valuation for business and financial assets and develop risk management processes.
- Respond to investor information requests and compile necessary due diligence materials.
- Perform calculations and modelling of the cost of capital and demonstrate a working knowledge of the regulatory framework in providing advice on the deal structure.
- Manage the organizations investment portfolio so that investment selections are aligned with organization or organizations goals and requirements.
- Communicate and present outcomes from performance reports to management.
- Analyze performance of portfolios; develop and present portfolio reports.
- Monitor industry trends and contribute to team strategy discussions on investment opportunities.
Educational Qualification and Work Experience:
Minimum of . Degree in Accounting Finance Economics.
A relevant Masters degree and relevant professional qualifications will be an added advantage.
Knowledge of investment trends and advisor practices
Minimum of 5-7 years post-NYSC experience in financial services
Experience in the insurance sector will be an added advantage
Must have professional certification in ICAN ACCA or be in the process of achieving certification.
Skills and Competencies:
Very good knowledge of the Financial Services industry in terms of trends challenges opportunities regulations legislation etc.
Ability to gather and analyze information regarding assets liabilities cash flow income and/or obligations necessary to prepare a budget and investment plan.
Ability to synthesize and simplify complex data.
Analytical skills and financial modelling ability.
Outstanding verbal and written communication skills
Proficiency in the use of the Microsoft Office suite.
Knowledge of finance and capital markets.
Good analytical and problem-solving skills.
Excellent organization and management skills.
Required Experience:
Unclear Seniority