Investment Analyst

Key Responsibilities:

• Conduct fundamental financial analysis including valuation modeling (DCF, comparable company analysis, precedent transactions, etc.)
• Perform market, sector, and competitor research to support investment theses.
• Assist in preparing investment memos, pitch decks, and internal presentations for investment committee review.
• Support due diligence processes, including legal, operational, and financial aspects of potential investments.
• Monitor and evaluate the performance of existing investments and recommend action as needed.
• Maintain and update internal databases, models, and dashboards.
• Assist in risk assessment and scenario planning.
• Stay up to date with economic, market, and industry trends impacting investment portfolios.
• Collaborate with internal teams (legal, finance, operations) and external stakeholders (advisors, bankers, partners).

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related field (CFA/CA/MBA preferred).
• 13 years of relevant experience in investment banking, asset management, equity research, private equity, or corporate finance.
• Strong financial modeling, forecasting, and valuation skills.
• Solid understanding of capital markets, financial statements, and investment analysis.
• Proficient in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Capital IQ, PitchBook).
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to work under tight deadlines.

Key Competencies:

• Analytical and quantitative thinking
• Financial acumen
• Research and problem-solving skills
• Business and commercial awareness
• Presentation and communication
• Initiative and self-motivation
• Time and project management