Portfolio/Investment Officer
1 month ago
Minimum requirements for the role:
- Bachelors degree in finance, economics, business, engineering, law, or related fields.
- A masters degree (MBA, MS finance, etc.) is preferred.
- Professional qualifications such as CFA, Chartered Accountant (CA), or CIMA is highly desirable.
- Previous experience having worked in a portfolio management, investment analysis, legal, engineering, or financial analysis role ideally working with capital projects in private equity and or property development or related sectors.
- Strong financial modelling, risk analysis, and project evaluation skills are essential.
- Candidates with legal or engineering experience, combined with a strong financial acumen, are encouraged to apply.
- Candidates with CIMA, Chartered Accountant, CFA, or equivalent qualifications, as well as those from legal or engineering backgrounds, will be considered.
- Experience with cross-functional teams, including exposure to legal and technical project aspects, is advantageous.
- Proficiency in Microsoft Excel and financial modelling software is preferred.
- Familiarity with portfolio management software and reporting tools is preferred.
- Knowledge of risk management and performance tracking methodologies is preferred.
- Must have excellent communication and interpersonal skills, with the ability to present complex information to non-specialist stakeholders.
- Must have the ability to take initiative, identify new investment opportunities, and drive project success.
- Must have strong financial and market analysis skills, with an ability to assess risks and opportunities.
- Must have the ability to articulate investment strategies and outcomes to senior management and investors.
The successful candidate will be responsible for:
- Conducting comprehensive financial analysis and modelling of capital projects within the private equity and property development and various other markets.
- Performing in-depth due diligence on potential investment opportunities, including financial and market assessments.
- Collaborating with cross-functional teams, including legal, engineering, and financial experts, to evaluate project viability and risks.
- Assisting in the management of a diverse investment portfolio, ensuring effective capital allocation across various industries.
- Regularly monitoring the performance of ongoing projects, providing timely reports and recommendations.
- Analysing key performance metrics to ensure that capital projects remain on budget and within scope.
- Working with the team to optimise portfolio performance through strategic rebalancing and divestment where necessary.
- Developing and maintaining financial models to forecast project returns (IRR, NPV) and conduct sensitivity analysis.
- Evaluating market trends and external factors that may impact the portfolio's performance, adjusting forecasts as needed.
- Presenting detailed investment summaries and recommendations to senior management and investment committees.
- Demonstrating an entrepreneurial approach to problem-solving and investment strategy, exploring new opportunities in emerging sectors.
- Working closely with a cross-functional team comprising financial analysts, engineers, legal experts, and industry specialists to ensure comprehensive analysis.
- Conducting ongoing research on trends, developments, and regulatory changes within the different sectors.
- Identifying risks and opportunities in the economic and regulatory landscape that could impact investment performance.
- Contributing to sector-specific investment strategies based on up-to-date market insights and analysis.
- Engaging with internal and external stakeholders, including investors, partners, project managers, and legal experts.
- Preparing and presenting investment memos, performance reports, and other materials to senior leadership and investors.
Salary package, including benefits, is highly negotiable depending on experience gained.
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