Investment Analyst
Bank al Etihad, Jordan
Job Description
Position Summary:
This role is primarily responsible for analysis, research, deal structuring, monitoring, new strategies and ideas related to investments and financial decisions for new opportunities and outstanding portfolios.
Responsibilities:
1- Financial Analysis: Prepare valuations for current and pipeline opportunities including DCF, SWOT; CAMELS and SOTP methodologies; provide comparable and transaction analysis, in addition to waterfall analysis for exit purposes.
2- Industry Research: Prepare analysis and research presentations. Actively read and seek out new information sources to stay abreast of industry trends.
3- Deal Structuring: Assist with deal structuring and the evaluation of term sheets, model economic impact.
4- Diligence: Prepare and present investment memos and pitch decks for new and follow-on investments based on fundamental analysis and market research.
5- Value Creation: Support portfolio management and develop new strategy, evaluate exist opportunities, assess new business lines, and other projects as needed.
6- Portfolio Monitoring: Monitor current investments and track key metrics.
7- Prepare Presentation Materials for Senior Management: whether it be monthly reports or daily briefings on cash flow, for ALCO’s Meetings and Investment Committee’s Meetings.
8- Generate new investment ideas: to come up with new investment ideas and make recommendations about financial actions and decisions.
9- Develop and write research reports to be presented to management.
Requirements
Education: Bachelor's degree in Finance, Economics, Business Administration or any related field.
Experience: 1-3 years experience in same/relevant field.