A Financial Investment company with core focus in Financial Services, Healthcare, Technology and other middle class induced growth areas seeks to recruit a Finance and Investment Manager to join its team.

The successful candidate will report directly to the Principal Partner

Key Responsibilities

Investment Analysis

• Identify investment opportunities in the form of equity, debt or both.
• Create and update operating manuals for conducting due diligence, valuations and monitoring.
• Conduct due diligence and valuation of prospective investments by reviewing documents, interviewing promoters, managers, suppliers, customers and competitors.
• Conduct site visits, analyze financial statements, develop models, make financial projections and conduct any other investigations necessary to make investment decisions.
• Make investment recommendations to the Investment Committee through reports and presentations.
• Review legal documents to be executed for investments.
• Monitor investments through monthly reports from investees, calls, site visits and any other appropriate forms of monitoring.
• Build models to track the performance of investee companies.
• Build a model which values all investments at any given time.
• Prepare monthly, quarterly and annual reports to Management and Board on the performance of investments.
• Maintain a database of all information received, relating to and ensure the security of this data.
• Ensure timely receipt of all investment proceeds such as interests and dividends from investee companies.
• Carry out other related assignments given by Management occasionally

Finance

• Keep an accurate record of all transactions with supporting documents.
• Process all receipts and payments.
• Maintain relationships with the company’s  bankers.
• Prepare bank reconciliation statements.
• Prepare monthly management accounts and annual financial statements in a timely manner.
• Liaise with auditors to ensure smooth and timely audits.
• Prepare the budget for the company.
• Prepare relevant operating manuals for accounting activities.
• File tax, social security and all other regulatory returns on time.

Qualification and Requirements

• Must have a Bachelor's degree in any business-related discipline. A post-graduate degree or professional certification in a business-related course is a plus.
• Must have 8-10 years' working experience, 2 of which must be in the financial services industry.
• Must have knowledge of Investments with strong Accounting/Finance background.
• Candidates must demonstrate outstanding analytical skills, understanding of financial statements and financial modeling, and advanced skills in Microsoft Excel, Word and PowerPoint.
• Strong attention to detail and excellent communication and people skills.
• Must be able to work with minimal supervision.