Investment Analyst

2 days ago


Johannesburg, South Africa Affirmative Portfolios Full time

**JOB OUTLINE**

**INVESTMENT ANALYST**

**JOHANNESBURG NORTH**

**Permanent**

**Competency Profile**

**Assessment of Applications (Pre-screening) and Report writing**
- Collect all relevant information from applicants
- Evaluate new deals from Pre-Investment for potential
- Perform high level desktop financial and commercial assessment and provide recommendations and comments to Investment Associates
- Prepare the early review report and make recommendation for ratification by deal committee within guidelines
- Draft recommendation letters

**Financial modeling and preparing of financial analysis**
- Build financial models according to the company’s financial modeling methodologies standards models

**Research, analysis and preparing research reports**
- Conduct research and gathering data using reliable sources of information
- Assist teams with due diligence exercise
- Analyse and prepare reports on findings and make recommendations

**Experience/Skills Required**:
**Technical**:

- Minimum zero to one year similar experience
- Understanding of the company’s mandate and investment guidelines
- Possess good analytical and modelling skills
- Able to identify important issues and highlight same to team for consideration
- Good at knowledge gathering finds additional relevant information from unusual sources
- Possesses analytical skills
- Can develop good, actionable recommendations and is a strong contributor in discussions on investment implications
- Structures own work and meet all commitments and targets and also exceeds agreed upon work.
- Participation in team problem solving
- Contributions to team effectiveness

**Qualifications/Experience**:
**Essential**
- Bachelor of Commerce Degree
- CFA added advantage

**Personal Attributes**:
**C**OGNITIVE **C**OMPETENCIES**
- Analysis and Attention to Detail
- Focus & Sustained Attention
- Judgement and Decision Making
- Problem Solving & Learning Agility
- Tolerance of Ambiguity

**I**NTRAPERSONAL **C**OMPETENCIES**
- Assertiveness
- Drive and Result Orientation
- Decisiveness & Action Orientation
- Ethical Judgement
- Excellent / Quality Orientation
- Resilience and Stress Management
- Rule Orientation
- Time and Self
- Management
- Objectivity

**I**NTERPERSONAL **C**OMPETENCIES**
- Building Relationships
- Customer Service Orientation
- Engaging Diversity
- Interpersonal Agility
- Teamwork

**C**OMMUNICATION **C**OMPETENCIES**
- Conflict Management
- Verbal and Written Communication

**F**UNCTIONAL **C**OMPETENCIES**
- Anticipating and Managing Change
- Building the Brand
- Business insight and Risk Awareness
- Commercial and Financial Acumen
- Consulting / Advising
- Environmental Scanning
- Knowledge Sharing
- Organisational Awareness
- Mathematical Acumen
- Research Competencies
- Process & Tech Competence


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