Financial Analyst/ Transactor - Cape Town, South Africa - Graduate Placements

Graduate Placements

Verified Company

Cape Town, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

An established financial organisation requires an organised and motivated Deal Origination & Investment Analyst looking to grow in leadership and make a difference through finance and impact investing.

They are looking for a highly capable and commercially minded financial professional to support the company's continued growth.

Responsibilities:

Perform financial statement analysis on client companies to assess lending and gearing capacity i.e. conduct profitability, serviceability and gearing ratios i.e. ICR, DSCR, LTV's and other financial strength and weakness assessments. Objective is to determine whether client can raise new funding and if not what would be general requirements to facilitate a deal
Perform operational and commercial assessment of client with objective to also understand key business risks and strengths and whether these factors support a capital raise for the client
Perform investment analysis of client against industry and competitors
Prepare investment memorandum on client or debt/deal/financial packs for potential investors and funders
Prepare financial models, forecasts and budgets including being able to interpret and interrogate the numbers
Pitching deals in summary and on a detailed basis to investors/funders including up to executive level
Have strong Investor Presentations Skills
Financial Modelling, negotiation of legal agreements and credit/investment decision making
Client and Stakeholder management
Ad hoc financial analysis as needed to support internal business decisions and grow alternative revenue streams for Paragon
Perform on going deal analysis, business case analysis, covenant tracking and risk management/monitoring
Has the ability to operate well within a small, highly specialised, and growing team
Pragmatic, practical with excellent time management skills with ability to prioritise
Ability to function independently
Strong team player who is both committed and flexible
Excellent communication, customer service and interpersonal skills
Ability to assess and improve processes
Keeping abreast of local and global financial industry trends
Ability to originate capital raising mandates from the market using own and company networks

Requirements:

Technical Competencies:

Strong technical writing and presentation skills
Sound technical understanding of tax, accounting, legal
Strong numeracy and literacy skills
Sound working knowledge of Excel (complex formula modelling of income statement, balance sheet, cashflow statement, stress testing and scenario analysis), Powerpoint (develop & design powerpoint presentations), Word & Google Slides
Have strong project management and time management skills
Have ability to self manage, prioritise work and be strong deal executioner

Minimum Qualifications:

***- CA(SA) / CFA / CIMA Qualification

Regulatory Exam 1 or 5 under the FSCA will be an added advantage
Driver's license and own vehicle
Proficient in MS Office
Advanced Excel skills
Experience in Finance / Accounting / Banking / Property (preferable)/Asset management (beneficial)
Experience in Complex lending transactions in the SME & Mid-Corporate segment
35 years' exposure to Credit Audit/Assurance, Investments, Loan Portfolio Management and Small Business Lending