Investment Analyst - Sandton at Sanlam Group

Key responsibilities

• The primary role is to provide support to more experienced team members throughout the investment process. 
• Executing in-depth financial modelling and financial analysis under supervision of the Associate or Principal.
• Conducting industry and market research on investment targets. 
• Assisting in preparing of Discussion Papers and Transaction Proposals.
• Attending external meetings with senior members of the team as necessary.
• Supporting the senior members in ensuring compliance with all regulatory requirements for each investment. 
• Post-investment monitoring and analysis of management accounts and financial results.
• Performing general administration tasks for the investment process, including minute taking, preparation and keeping updated folders and files for potential targets and investee companies, preparation of weekly screens, monitoring of performance of portfolio against pre-set benchmarks, and preparation of weekly, monthly, or quarterly performance reports. 
• Performing additional task that may be assigned by senior members of the investment team. 

What will make you successful in this role?

Functional Competencies

• Demonstrates a foundational understanding of the SPE investment philosophy and criteria. 
• Exhibit a strong understanding of the private equity investment philosophy and can effectively illustrate how it is applied to SPE portfolio companies.
• Ability to conduct comprehensive desktop analysis of potential investment targets, adept at identifying key opportunities and risks, and skilled in formulating strategies to address them.
• Inquisitive and committed to continuous self-development.
• Proficiency at constructing financial and valuation models.
• A self-starter who proactively responds and assist senior members of the team response to portfolio company value unlock opportunities.
• Ability to prioritise commitments and communicate effectively with team as well as clients.
• Display a high level of emotional intelligence to be able to establish trusting relationships with team members and the client.
• Ability to perform the portfolio maintenance and compliance functions effectively.
• A dedicated team player consistently prioritising the business over individual interests.

Qualification and Experience:

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Proven track record of at least 1 – 3 years of experience in investment banking preferably.