modelling, forecasting, and valuation of potential investment opportunities and portfolio companies. Perform business plans, and industry trends to assess investment viability and risk. Conduct research and gather market data to support investment decisions. Prepare presentations, investment memorandums, and reports and recommendations to senior management and investment committees. Participate in deal negotiations finance experience, preferably in private equity or investment banking / credit analyst experience. Strong financial
modelling, forecasting, and valuation of potential investment opportunities and portfolio companies. Perform business plans, and industry trends to assess investment viability and risk. Conduct research and gather market data to support investment decisions. Prepare presentations, investment memorandums, and reports and recommendations to senior management and investment committees. Participate in deal negotiations finance experience, preferably in private equity or investment banking / credit analyst experience. Strong financial
applying quantitative models to provide actionable investment insights. You will collaborate with the Quantitative Quantitative Specialist and various investment teams to drive our investment strategies forward.
Key sector investment models.
- Implement and refine models to evaluate the impact of investment ideas Ensure we remain at the forefront of leading investment practices in South Africa and the African continent experience in quantitative research within the investment industry.
Skills:
- Proficiency in
in providing superior financial planning and investment advice to clients. The ideal candidate will have analysis on financial products, markets, and investment opportunities - Manage client files and documentation Financial Advisors in developing financial plans and investment strategies tailored to each client's unique needs services role preferred - Strong knowledge of investment products and financial planning concepts - Excellent
compliance of ESG principles and plans in the investment decision-making process, contributing to the issues
Key
tools and frameworks for ESGT integration into investment processes
finance experience, preferably in private equity or investment banking / credit analyst experience
finance experience, preferably in private equity or investment banking / credit analyst experience
advise regarding their financial planning and investments. Sourcing and Meeting with potential clients analysis Recommending suitable insurance and investment solutions Ongoing reviews and servicing of your
advise regarding their financial planning and investments. Sourcing and Meeting with potential clients analysis Recommending suitable insurance and investment solutions Ongoing reviews and servicing of your
insurance or medical aid or life insurance or investments.