Portfolio Performance Analyst

4 days ago


Durban, KwaZulu-Natal, South Africa Nefcorp Full time

We are looking for a highly skilled Portfolio Performance Analyst to join our team on a 12-month fixed-term contract. As a Portfolio Performance Analyst, you will be responsible for conducting financial and commercial assessments as well as providing recommendations and comments to Investment Associates and the Regional Manager on all areas of transaction execution.

About the Role
  • You will build financial models according to Nefcorp financial modelling methodologies standard models.
  • Provide comprehensive financial analysis through the use of approved financial modelling for existing portfolio companies.
  • Analyse financial information relating to specific companies, e.g., company results, profit and loss, balance sheet, and cash flow statements to determine the commercial viability of portfolio companies.
  • Consider the economic implications which might affect the performance of portfolio companies.
Key Responsibilities
  • For additional funding and/or restructure, partake in due diligence exercises at the request of the team member, using approved processes and principles as outlined in the due diligence scope.
  • Provide commentary on innovative/optimum/appropriate finance and legal structures for each investment deal ensuring long-term sustainability/viability of the project to the benefit of the client and Nefcorp.
  • Analyse equity valuations of portfolio companies semi-annually.
Requirements
  • Minimum of 1-2 years in financial analysis or similar experience in the corporate finance/Banking/DFI environment.
  • Experience in deals assessment and ability to apply financial modelling methodologies.
  • A generalist in small and medium enterprises (SMEs), franchise, procurement, and entrepreneurship finance areas.
  • Understanding of the Nefcorp mandate and investment guidelines.
  • Possess good analytical and modelling skills.

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