Investment Screening Analyst
2 months ago
**Success Factor**:
Evaluating investment opportunities through comprehensive financial and market assessments to support informed decision-making.
**Roles & Responsibilities**:
- Identify, evaluate and screen potential investments through financial analysis, market assessment, and risk evaluation
- Prepare screening documents, analyze financial models, and support the development of documentation
- Conduct detailed market research and competitive analysis to inform investment strategies and identify trends, risks, and opportunities across various sectors and markets
- Prepare presentation materials, financial and impact assessment reports for the line manager
- Involve in all aspects of the transaction process from screening to closing
**Qualifications**:
- Bachelor’s degree in Finance, or a related field (Master’s degree preferred)
- 5+ years of experience in investment analysis, or related roles, or ideally one of the Big 4 Advisory Companies
- Achievement of or significant progress towards a CFA
**Key Capabilities**:
- Financial modelling skills including experience building models
- Proficient in use of Microsoft Office Suite, especially Excel
- Familiarity with financial modeling and valuation techniques
- Strong communication and presentation skills
- Team player with a positive attitude
- Excellent business writing skills
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