The Junior Analyst will co-report to the Investment Managers. The Analyst’s responsibilities shall include the following:
Evaluate potential new investments and perform supporting commercial and financial analysis, using various sources, including professional subscriptions/databases:
Perform financial analysis on public/private companies to assess company health, forecast scenarios and validation, key financial metrics, funding rounds and comparables.
Perform commercial analysis through research and other sources to assess market growth, potential, upcoming trends, competitive landscapes, risks assessment, growth drivers, business cases, etc.
Support in preparing professional presentations that effectively summarize the research and financial analyses for approval by the Investment Committee.
Track all underlying positions within the portfolio and ensure up to date monitoring and record keeping of internal trackers and supporting documents.
Pursue ongoing research about investment themes and trends that are relevant to the FO’s strategy and provide regular research summaries to the FO team.
Support the Investment team across various tasks and projects pertaining to the portfolio and investment positions.
The candidate is expected to research and evaluate several investment opportunities at the same time. Prioritization of research projects may change dynamically.
The Successful Applicant
Undergraduate/Graduate degree in Finance (with focus on Corporate Finance / Investments) or pursuing a CFA level I or II.
Minimum 1-2 years of experience working in M&A, Capital Markets, PE/VC, Portfolio Management, Investment Consultancy or similar.
Strong analytical and quantitative skills: able to liaise with data analysts for analysis of large data sets.
Fundamental understanding of Accounting.
Understanding of stock market (bonds, equities), alternative investments (including the VC/PE life cycles), asset pricing, financial portfolio allocation/management, IPOs.
Can develop and assess discounted cash flow models, VC valuations, ROI/IRR analyses.
Ability to prepare summary metrics, charts and performance reports for top management.
Excellent interpersonal and communication skills as the candidate will be involved in interacting directly and presenting to top management.
Advanced MS Office skills (PowerPoint and Excel in particular)
Fluent oral and written English; multilingual is a plus.
Other important Competencies: discretion, strategic thinking, collaboration, proactivity, autonomy, decisiveness, open-mindedness, problem-solving, strong work ethic, can work under pressure, meeting deadlines.
Equally important to skills are the following Values: integrity, accountability, team spirit, humility, intellectual curiosity, interest in social/environmental impact.
Prefers to work in small teams with significant autonomy.