Portfolio/Investment Officer - Private Equity Projects

Details of the offer

Minimum requirements for the role:Bachelors degree in finance, economics, business, engineering, law, or related fields.A masters degree (MBA, MS finance, etc.) is preferred.Professional qualifications such as CFA, Chartered Accountant (CA), or CIMA is highly desirable.Previous experience having worked in a portfolio management, investment analysis, legal, engineering, or financial analysis role ideally working with capital projects in private equity and or property development or related sectors.Strong financial modelling, risk analysis, and project evaluation skills are essential.Candidates with legal or engineering experience, combined with a strong financial acumen, are encouraged to apply.Candidates with CIMA, Chartered Accountant, CFA, or equivalent qualifications, as well as those from legal or engineering backgrounds, will be considered.Experience with cross-functional teams, including exposure to legal and technical project aspects, is advantageous.Proficiency in Microsoft Excel and financial modelling software is preferred.Familiarity with portfolio management software and reporting tools is preferred.Knowledge of risk management and performance tracking methodologies is preferred.Must have excellent communication and interpersonal skills, with the ability to present complex information to non-specialist stakeholders.Must have the ability to take initiative, identify new investment opportunities, and drive project success.Must have strong financial and market analysis skills, with an ability to assess risks and opportunities.Must have the ability to articulate investment strategies and outcomes to senior management and investors.The successful candidate will be responsible for:Conducting comprehensive financial analysis and modelling of capital projects within the private equity and property development and various other markets.Performing in-depth due diligence on potential investment opportunities, including financial and market assessments.Collaborating with cross-functional teams, including legal, engineering, and financial experts, to evaluate project viability and risks.Assisting in the management of a diverse investment portfolio, ensuring effective capital allocation across various industries.Regularly monitoring the performance of ongoing projects, providing timely reports and recommendations.Analysing key performance metrics to ensure that capital projects remain on budget and within scope.Working with the team to optimise portfolio performance through strategic rebalancing and divestment where necessary.Developing and maintaining financial models to forecast project returns (IRR, NPV) and conduct sensitivity analysis.Evaluating market trends and external factors that may impact the portfolio's performance, adjusting forecasts as needed.Presenting detailed investment summaries and recommendations to senior management and investment committees.Demonstrating an entrepreneurial approach to problem-solving and investment strategy, exploring new opportunities in emerging sectors.Working closely with a cross-functional team comprising financial analysts, engineers, legal experts, and industry specialists to ensure comprehensive analysis.Conducting ongoing research on trends, developments, and regulatory changes within the different sectors.Identifying risks and opportunities in the economic and regulatory landscape that could impact investment performance.Contributing to sector-specific investment strategies based on up-to-date market insights and analysis.Engaging with internal and external stakeholders, including investors, partners, project managers, and legal experts.Preparing and presenting investment memos, performance reports, and other materials to senior leadership and investors.Salary package, including benefits, is highly negotiable depending on experience gained.


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