Qualifications: CA / MBA (Finance) / CFA with a financial modelling certification essential; FMVA, Python and valuation certification preferred
Experience: 4-8 years across transaction advisory, investment banking, FP&A; and commercial finance
Role Purpose
Build the analytical truth behind every investment case and run day-to-day execution across the full deal lifecycle-from screening through modelling, valuation and business planning to post-investment monitoring.
Key Responsibilities
- Screen and evaluate current JV, acquisition and partnership opportunities
- Build financial models, valuations and ROI analyses
- Prepare business plans, investment memoranda and IC notes
- Run scenario and sensitivity analyses
- Coordinate due diligence with external advisors and internal functions
- Prepare funding and cash-flow analyses
- Develop partner presentations and supporting materials
- Monitor post-investment performance; build dashboards and MIS
- Run quarterly JV performance reviews
Decision Rights
- Signs off model integrity and assumptions
- Recommends within analyses; no formal approval authority
Performance Indicators (KPls)
- Model and forecast accuracy
- Budget accuracy within 5%
- Memo I analysis turnaround
- Monitoring timeliness
- Data accuracy across dashboards and MIS
Key Deliverables
- Financial models, valuation reports and JV business plans
- Investment memoranda and scenario/ sensitivity packs
- Portfolio and capital-allocation dashboards; quarterly reviews
Success Measures
- Actuals track the model
- Decision-ready outputs with minimal rework
- One reliable source of truth for invested-capital performance