Investment Analyst

2 weeks ago


Johannesburg, Gauteng, South Africa Ferva Business Partners Full time
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 decision-making 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

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