Investment Analyst

Investment Analyst

We are seeking a highly motivated and analytical Investment Analyst to join our team. The successful candidate will play a key role in supporting the full investment lifecycle, including market research, deal sourcing, transaction execution, and ongoing portfolio monitoring.

Key Responsibilities

• Financial Analysis & Modeling:


• Build, maintain, and update robust financial models on a monthly basis, including valuation models, to support investment decisions and M&A transactions.


• Transaction Execution:


• Support end-to-end M&A processes, including managing Virtual Data Rooms (VDRs), coordinating due diligence workstreams, and assisting in drafting transaction documentation.


• Market & Industry Research:


• Conduct in-depth research to evaluate investment opportunities, identify industry trends, and analyze competitive landscapes using both traditional databases and AI-driven tools.


• Investment Materials:


• Lead the preparation of high-quality Investment Committee presentations, Information Memoranda (IMs), teasers, and management presentations for internal and external stakeholders.


• Portfolio Management:


• Monitor portfolio company performance against business plans, strategic objectives, and key KPIs.


• Project Management:


• Coordinate internal and external stakeholders, maintain project trackers, and ensure alignment to meet transaction timelines.


• Financial Reporting:


• Analyze historical financial statements and operational data to generate actionable insights for both the company and potential targets.


• Fundraising Support:


• Assist in equity and debt fundraising processes by preparing financial disclosures, investor presentations, and capital structure analyses.


• Investor Reporting:


• Support the preparation of periodic performance reports and dashboards for shareholders, lenders, and board members.


• Due Diligence:


• Lead the organization and population of the Virtual Data Room (VDR), ensuring all corporate, financial, and legal documents are audit-ready. Manage the Q&A process during due diligence to ensure accurate and professional responses to investor inquiries.

What We Are Looking For

• Strong financial modeling and analytical skills, with advanced proficiency in Excel and PowerPoint


• Ability to leverage AI-driven tools to clean, structure, and validate large datasets


• Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely


• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment


• Genuine interest in fintech, financial inclusion, and emerging markets


• Self-starter mindset with a proactive approach and strong willingness to learn