Job Description
Finance Jobs. Phatisa Jobs
Role Description
The Analyst will provide support to the principals, partners and other team members through the full life cycle of investments made by the Phatisa Funds. The Analyst will conduct financial analysis and research to support deal sourcing and screening, assist in due diligence, deal structuring and completion, effectively monitor portfolio company performance, as well as assist with exits. The Analyst will work with the team in preparing business plans, Investment Committee memorandums as well as monthly and quarterly reports based on the financial and operational performance of the portfolio. The Analyst will be given the opportunity to work closely with selected potential targets and existing portfolio companies at senior management level.
Key Responsibilities (To Include But Not Limited To):
- Support in all areas of transaction execution including deal sourcing, industry research, financial modelling and valuation, preparing investment memoranda, due diligence, ongoing monitoring of portfolio companies as well as exits:
- Conduct financial modelling and analysis including designing integrated models, identifying key drivers and testing sensitivities
- Support associates and principals in conducting financial and operational due diligence on potential investments including sector reviews, macroeconomic and political risk analysis, financial reviews as well as other desktop research using relevant third-party sources
- Support associates and principals with project management in multi-stakeholder environments
- Monitor portfolio company operations by analysing monthly financial results and operational KPIs to provide insights and develop suggestions to improve competitive strategy and/or operations. Work with principals and partners to provide financial analysis and project management support for profit-improvement-programmes and other strategic initiatives in selected portfolio companies, and autonomously lead some of the project work. Attend selected portfolio company board meetings (in an observer role) alongside the respective principals and partners
- Prepare monthly portfolio dashboards and assist with valuations, regular portfolio reviews, and preparation of reports to the Fund investors.
- Assist with the preparation of presentations and information memos for a variety of purposes and recipients including the Investment Committee, Fund investors, and management of portfolio companies
Education And Experience
- Excellent financial and analytical skills
- Ability to independently build complex integrated financial models bottom-up
- Ability to prepare investment memorandums
- Strong attention to detail, innovative problem solver and very quick learner
- Strong business acumen
- Resourceful and able to find and analyse information in a data-deficient environment; ability to think outside the box
- Strong written, verbal and presentation skills
- Positive team player, flexible and adaptable to change
- Good interpersonal communication and networking skills
- Appropriate tertiary qualification
- CIMA/CA/MBA would add value to the application
- 0-3 years of related work experience (post qualification).
- Experience of working in a disciplined and reputable regional/international commercial organisation (e.g. corporate finance, transaction services, investment bank, fund manager, private equity, management consulting, advisory).
- Good knowledge of accounting and management accounting.
- Basic knowledge of key commercial statutes and regulations (Tax, Companies Act, etc)
- Experience in working across Africa is an advantage.
How to Apply
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