Investment Analyst
Job Summary
We are seeking a highly analytical and commercially minded Business Performance & Investment Analyst to support strategic decision-making across our portfolio of businesses and investments. The successful candidate will evaluate business performance, conduct financial and investment analysis, and provide insights that drive profitability. They will develop financial models, monitor KPIs, and support strategic planning and investment opportunities.
Responsibilities
- Monitor and analyse financial and operational performance
- Develop and maintain financial models, budgets, and forecasts
- Evaluate investment opportunities and conduct valuation
- Prepare investment papers and management reports
Required Skills
- Bachelor's degree in Finance or related discipline
- 3–4 years of experience in investment or financial analysis
- Strong financial modelling and valuation skills
- Advanced Microsoft Excel and PowerPoint proficiency
Job Details
Key Responsibilities
- Monitor and analyse the financial and operational performance of business units and investment assets.
- Develop and maintain financial models, budgets, forecasts, and business performance dashboards.
- Evaluate investment opportunities through financial modelling, valuation, due diligence, and risk assessment.
- Prepare investment papers, business cases, and presentations for senior management and stakeholders.
- Analyse key performance indicators (KPIs) and identify trends, risks, and opportunities for improvement.
- Support strategic planning, capital allocation, and portfolio management initiatives.
- Conduct market, industry, and competitor research to support investment and business decisions.
- Work closely with finance, operations, and business leaders to improve operational efficiency and profitability.
- Monitor post-investment performance and recommend strategies to maximise returns.
- Assist with mergers and acquisitions, joint ventures, and other strategic projects when required.
- Develop scenario analyses and sensitivity models to evaluate business and investment outcomes.
- Prepare monthly and quarterly management reports with actionable recommendations.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
- 3–4 years of experience in investment analysis, corporate finance, private equity, consulting, commercial finance, or business performance analysis.
- Strong financial modelling and valuation skills.
- Advanced proficiency in Microsoft Excel and PowerPoint; experience with Power BI, Tableau, or similar analytics tools is an advantage.
- Strong analytical, problem-solving, and critical thinking abilities.
- Excellent communication and presentation skills.
- Ability to work independently while managing multiple projects and deadlines.
- High level of integrity, attention to detail, and commercial acumen.
Preferred Qualifications
- CFA, CA, CPA, or MBA qualification (or progress towards one) is an advantage.
- Experience across multiple industries, hospitality, food & beverage, retail, or real estate is beneficial.
- Familiarity with investment evaluation techniques including DCF, IRR, NPV, and comparable company analysis.
What You'll Bring
- Commercial curiosity and a passion for uncovering business insights.
- A data-driven approach to solving complex business problems.
- Confidence in presenting recommendations to senior leadership.
- Strong stakeholder management and collaboration skills.
- A proactive mindset with a continuous improvement mentality.